业绩总结 - 2023年第四季度房间夜间增长率为9%，与2019年相比增长21%[5] - 2023年全年总收入超过210亿美元，比2022年增长25%[8] - 2023年非GAAP每股收益约为152美元，比2019年增长48%[9] - 2023年公司回购股票超过100亿美元[14] - 2023年，平台上的机票预订量同比增长58%[17] - 全球替代住宿占Booking.com总房间夜的比例在2023年达到33%，比2022年增加了3个百分点[27] - 移动应用程序的直接预订比例在2023年全年增长了约5个百分点，达到49%[28] - Booking.com在2023年仍然是全球下载量最高的旅行应用程序[29] - 2023年房间夜间增长了17%，总收入超过21亿美元，同比增长25%[48] 未来展望 - 预计2024年第一季度房间夜增长率为4%至6%[56] - 预计2024年第一季度毛订单增长率为5%至7%[57] - 预计2024年全年收入增长率略高于7%[60] - 预计2024年调整后的EBITDA将比收入增长略快[60] - 预计2024年EPS增长将超过40%[60] 新产品和新技术研发 - 公司在2023年取得了一系列战略进展，包括推进连接行程愿景、将人工智能技术融入产品、支持供应合作伙伴和增长替代住宿以及与旅行者客户建立更直接的关系[15] - AI技术对公司未来发展非常重要[66] - 公司拥有财务实力、人才和数据优势，有能力在各个业务领域创造价值[66] - 公司正在建立各种模型和方法，以找出最佳的提供方式，并确保他们以正确的方式进行[100] 市场扩张和并购 - 公司计划增加美国的替代住宿供应，目前已经增加了12%的房源[91] 负面信息 - 西班牙竞争管理机构对Booking.com提出了违反西班牙竞争法的指控，并打算处以5.3亿美元的罚款[30] - 公司计划对西班牙竞争管理机构的处罚提出上诉[30] - 公司计划在数字市场法案下提出申请[31] - 公司将继续与监管机构密切合作，以确保一致的规则，并继续确保为合作伙伴和客户提供最佳平台[32]

For the quarter ended December 2023, Booking Holdings (BKNG) reported revenue of $4.78 billion, up 18.2% over the same period last year. EPS came in at $32.00, compared to $24.74 in the year-ago quarter.The reported revenue represents a surprise of +2.74% over the Zacks Consensus Estimate of $4.66 billion. With the consensus EPS estimate being $29.72, the EPS surprise was +7.67%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall S ...

Booking Holdings (BKNG) came out with quarterly earnings of $32 per share, beating the Zacks Consensus Estimate of $29.72 per share. This compares to earnings of $24.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.67%. A quarter ago, it was expected that this online booking service would post earnings of $67.86 per share when it actually produced earnings of $72.32, delivering a surprise of 6.57%.Over the last four quarte ...

预期业绩 - Booking Holdings Inc. (BKNG)将于2月22日公布2023年第四季度业绩[1] - 预计第四季度营收将达到46.5亿美元，同比增长14.9%[1] - 预计每股收益为29.69美元，同比增长20%[2] - 公司在过去四个季度均超过盈利预期，平均超过16.4%[2] 预订量增长 - 公司的预订量增加，受到强劲的休闲旅游需求的推动，预计将有助于第四季度的营收增长[3] - 预计总预订额将达到308.5亿美元，同比增长13%[4] 销售量增长 - 酒店客房销售量增长10.7%，达到2.336亿个单位，主要受到替代住宿客房夜预订的增长的推动[5] - 航空票务销售量增长51.5%，达到909万个单位，主要受到Booking.com航班产品不断扩张的影响[7] 业务增长 - 商家、广告和其他业务的强劲增长有望为即将公布的业绩做出贡献[8] - 商家营收预计将达到23.6亿美元，同比增长32.8%[9] - 广告和其他营收预计将达到2.4295亿美元，同比增长10.4%[10] 挑战与阻力 - 代理模式的增长势头疲软，预计将对公司的营收增长造成影响[11] - 宏观经济不确定性、持续的地缘政治冲突和日益激烈的竞争可能成为公司在回顾的季度面临的阻力[13]

MADRID, SPAIN - JANUARY 2024: Booking.com stand at FITUR on January 28, 2024 in Madrid, Spain. ... [+] (Photo by Cristina Arias/Cover/Getty Images)Getty ImagesBooking Holdings (NASDAQ: BKNG), the world’s largest online travel agency, that offers services from lodging to airline tickets to car rentals, is scheduled to announce its fiscal fourth-quarter results on Thursday, February 22. We expect the company’s stock to likely trade lower with revenues and earnings missing market expectations marginally. Booki ...

第四季度财务表现 - 第四季度总旅行预订额为317亿美元，同比增长16%[1] - 第四季度净收入为22.2亿美元，同比下降82%[2] 全年财务表现 - 全年总旅行预订额为1506亿美元，同比增长24%[3] - 全年净收入为43亿美元，同比增长40%[3] - 全年非GAAP净收入为56亿美元，同比增长39%[3] - 全年调整后EBITDA为71亿美元，同比增长34%[3] 现金股利政策 - 公司宣布每股季度现金股利为8.75美元，将于2024年3月28日支付[6] - 公司计划继续每季度支付现金股利，取决于市场条件和财务表现[6] 财务指标和决策 - 公司使用非GAAP财务指标进行财务和运营决策，并用于评估绩效和设定员工薪酬目标[9] - 非GAAP净收入排除了与荷兰养老基金和西班牙竞争管理机构决定相关的损失[10] 2023年财务表现 - 2023年第四季度，总收入为478.4亿美元，比2022年同期增长18.2%[18] - 2023年全年净利润为42.89亿美元，比2022年增长40.1%[19] - 调整后的EBITDA为71.12亿美元，占总收入的比例为33.3%[20] - 非GAAP净利润为55.61亿美元，比2022年增长39.1%[21] - 自由现金流为69.99亿美元，占总收入的比例为32.8%[21] 2023年第一季度业绩 - 2023年第一季度房间夜间销售量为274万，同比增长38.3%[34] - 2023年第一季度租车天数为19天，同比增长22.7%[34] - 2023年第一季度航空机票销售量为8万张，同比增长73.3%[34] - 2023年第一季度总毛收入为39.4亿美元，同比增长40.2%[34] 间接税收重新分类 - 公司对间接税收进行了重新分类，影响了销售和其他费用以及一般和行政费用的呈现[36] - 2023年第一季度销售和其他费用重新分类后为570百万美元，一般和行政费用为261百万美元[36] - 2022年第一季度销售和其他费用重新分类后为363百万美元，一般和行政费用为134百万美元[36]

Exhibit 99.1 Booking Holdings Reports Financial Results for 4th Quarter and Full Year 2023 and Announces Initiation of a Quarterly Dividend NORWALK, CT – February 22, 2024. . . Booking Holdings Inc. (NASDAQ: BKNG) (the "Company," "we," "our," or "us") today reported its fourth quarter and full year 2023 financial results and announced the initiation of a quarterly dividend: Fourth Quarter 2023 • Gross travel bookings, which refers to the total dollar value, generally inclusive of taxes and fees, of all trav ...

NORWALK, Conn., Feb. 21, 2024 /PRNewswire/ -- Fourth quarter and full year 2023 financial results for Booking Holdings (NASDAQ: BKNG) will be made available at approximately 4:00 p.m. ET on February 22 through a press release posted to the company's Investor Relations website: http://ir.bookingholdings.com. Booking Holdings intends to hold a conference call on February 22 at 4:30 p.m. ET to discuss its fourth quarter and full year 2023 financial results. The event will be webcasted at http://ir.bookingholdi ...

Investors are always looking for stocks that are poised to beat at earnings season and Booking Holdings Inc. (BKNG) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Booking Holdings is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pr ...

CEO Dumps 20% of Booking Shares Orbon Alija / E+ via Getty Images Investors can learn much by paying attention to the behavior of corporate insiders as they handle positions in their own companies. People may sell shares for various reasons (such as buying a house, paying for college, or getting ready for retirement). They generally buy for only one reason: they expect to make more money.Often, one of the largest and best-informed shareholders in any company is the chief executive officer. Let’s see wheth ...