Bookings Holdings Inc. (NASDAQ:BKNG) Bank of America Securities 2025 Global Technology Conference June 4, 2025 2:20 PM ET Company Participants Ewout Lucien Steenbergen - Executive VP & CFO Conference Call Participants Justin Post - BofA Securities, Research Division Justin Post Thank you, everyone, for joining us. We are very happy to have Ewout Steenbergen, did I pronounce it right, I hope, for a little Q&A with Booking. Covered Booking, used to be Priceline for 18 years and have always appreciated the com ...

Booking Holdings (BKNG) 2025 Conference June 04, 2025 02:20 PM ET Speaker0 Thank you everyone for joining us. We are very happy to have Iwout Steenbergen, Speaker1 did I pronounce it right? Hope. For Speaker0 a little Q and A with booking, covered booking, it used to be Priceline for eighteen years and have always appreciated the company and the access. So thank you so much for coming. Maybe just to start, know you're not new anymore, but you Speaker1 kind of came a little Speaker0 bit more on your backgrou ...

财务数据和关键指标变化 - 2024年公司预订超11亿间夜客房 [28] - 2024年公司营收近240亿美元，同比增长11% [28] - 2024年公司调整后EBITDA超80亿美元，增长17% [29] - 2024年公司调整后每股收益超187美元，增长23% [29] - 2024年公司向股东返还超70亿美元资本 [30] - 2025年初公司宣布200亿美元股票回购授权，并将季度股息每股提高10% [30] 各条业务线数据和关键指标变化 - 2024年公司商户模式总预订额增长27%，占总预订额的63%，高于2023年的54% [32] - 2024年底公司另类住宿房源达790万套，创历史新高 [35] 公司战略和发展方向和行业竞争 - 公司长期愿景是在正常化旅游环境下，实现年度恒定货币总预订额和营收至少增长8%，恒定货币调整后每股收益至少增长15% [30] - 公司推进“互联旅行”战略，目标是为客户提供更个性化、无缝和愉悦的旅行体验，提高客户忠诚度和直接预订量 [31][32] - 公司扩大商户模式和忠诚度计划，推动“互联旅行”愿景实现 [32] - 公司将AI技术融入各品牌，如Booking.com的AI行程规划器、Priceline的助手Penny、Kayak的Kayak.ai服务和OpenTable的语音AI工具 [34] - 公司与领先AI公司合作，学习旅行者和合作伙伴与生成式AI的互动方式 [34][35] - 公司注重建立强大的合作伙伴关系，扩大合作伙伴供应，特别是另类住宿领域 [35] 管理层对经营环境和未来前景的评论 - 公司认为旅游行业具有韧性，尽管面临地缘政治紧张和宏观经济变化等不确定性，但公司将继续测试、学习和适应，专注于为客户和合作伙伴创造价值 [36][37] - 公司对AI技术的应用充满信心，认为其将对公司产生积极影响 [35] 问答环节所有提问和回答 问题: 董事会对AI下游利润的规划以及Booking如何使用AI的例子 - 董事会表示在获得AI下游利润前需进行重大投资，公司将把潜在收益重新投资于支持可持续营收增长和长期盈利的战略领域，并向股东返还部分利润 [40][41] - 公司在各品牌中应用生成式AI和其他形式的AI，如Booking.com的AI行程规划器、Priceline的Penny、Kayak的Kayak.ai服务，还用于改善搜索、转化和客户支持等方面 [42][43][34] 问题: 关于吞并加拿大的言论是否对美国旅游产生重大负面影响 - 公司表示看到加拿大人前往美国的旅游人数减少，但加拿大人并未停止旅游，而是更多地前往其他地方，如墨西哥，公司业务布局广泛，不受特定地区旅游变化的影响 [49][50] 问题: 自2024年以来股票回购的花费以及2025年预计花费 - 公司2024年约花费60亿美元进行股票回购，未透露2025年计划花费，但公布了董事会授权的未来回购额度 [52]

公司表现 - Booking Holdings（NASDAQ: BKNG）在市场中表现优异，尽管AI、关税、通胀和预算赤字等热点话题吸引了大部分注意力[1] 投资策略 - 投资目标为具备优质定性属性的公司，基于基本面以吸引力的价格买入并长期持有[2] - 投资组合高度集中，旨在避免亏损并最大化对赢家的敞口[2] - 对增长机会低于阈值或下行风险过高的优质公司可能给予“持有”评级[2]

A month has gone by since the last earnings report for Booking Holdings (BKNG) . Shares have added about 7.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Booking Holdings due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then? ...

Integration brings instant digital pricing and booking to one of the world's largest cargo carriers on critical Asia-Europe-Americas routes, at a time when these routes are grappling with uncertaintySINGAPORE and BARCELONA, Spain, May 27, 2025 /PRNewswire/ -- Freightos (NASDAQ: CRGO), the leading digital freight booking and payment platform for the international freight industry, today announced that China Airlines (CAL, 2610.TW), a top-15 air cargo carrier, will be launching on Freightos' WebCargo and 7LFr ...

BKNG moves up 1.1% on a day the broad market was flatToday, Booking Holdings Inc.(BKNG) experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 09:50AM on May 22nd, a significant trading signal occurred for Booking Holdings Inc., (BKNG) as it demonstrated a Power Inflow at a price of $5296.03. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart mon ...

NORWALK, Conn., May 21, 2025 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) today announced that Chief Financial Officer Ewout Steenbergen will speak at the Bank of America Securities 2025 Global Technology Conference, held in San Francisco, on June 4th, beginning at 11:20 am PT / 2:20pm ET. A live audio cast of the presentation will be available to the public at https://ir.bookingholdings.com/events, and a replay will be available approximately 24 hours later.Source: Booking Holdings#BKNG_CorporateAbout B ...

New research reveals Americans embrace the alfresco dining experience, rain or shine SAN FRANCISCO, May 20, 2025 /PRNewswire/ -- For many parts of the country, the arrival of the summer season means it's time to dine outdoors. In fact, new research from OpenTable shows that over half of Americans (55%) prefer sitting outdoors to dine when the weather is nice and a dedicated third (34%) would rather brave unexpected weather than surrender their open-air table.1 OpenTable's data also reveals the cities where ...

行业环境 - 当前处于贸易战和经济高度不确定性的时期 [1] 公司分析 - Booking Holdings作为 discretionary travel stock 在当前环境下可能不是理想的投资选择 [1] 投资策略 - 投资范围涵盖股票、加密货币和房地产 目标是建立长期资本 [1] - 投资理念包括发掘从冷门到明显但被忽视的投资机会 [1] 作者背景 - 作者为个人投资者 拥有福特汉姆大学传播学学位和爱荷华大学MBA学位 [1] - 为多家科技、金融科技和加密货币公司撰写和创作内容 [1]