Booking Holdings(BKNG)
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Booking.com Parent Eyes Job Cuts Amid Larger Reorg Plan
PYMNTS.com· 2024-11-11 05:44
公司审查相关 - Booking.com正在进行全公司范围的审查可能导致裁员[1] - 审查包括预期的员工数量减少以及成本削减如寻找房地产节省和优化采购[1] - 公司认为这些努力将提高运营费用效率增加组织灵活性释放资源可再投资以改善对旅行者和合作伙伴的服务并使公司更好地长期定位[2] - 公司将与工会员工代表和其他相关组织协商并期望在适当的时候对这些组织变革包括时间对员工的预期影响财务影响和其他方面有更清晰的认识[3] - 据路透社报道母公司Booking Holdings去年年底有23600名员工且此次审查仅针对Booking.com不包括其他品牌如Priceline Agoda Kayak和OpenTable[3] 公司业务发展相关 - 在报告潜在裁员消息的几周前Booking Holdings公布了第三季度好于预期的收益以及一些增长计划的早期成果[4] - 公司在本季度推进“互联旅行”愿景构建人工智能能力和增加替代住宿方面都取得了进展[4] - 公司的“互联旅行”愿景包括让平台帮助客户进行旅行规划的所有方面包括住宿和交通服务“互联旅行”交易同比增长40%这些交易在Booking.com总交易中占高个位数百分比[5] - 公司认为通过让平台更容易规划和预订旅行的多个元素能为旅行者提供更好的整体预订体验过去的实验表明选择预订互联旅行的客户更频繁地在公司预订且未来更有可能直接在公司预订[6] - 公司是旅游行业推出新人工智能功能的几家公司之一包括自然语言搜索功能酒店列表自动问答系统同时测试人工智能生成的客人评论摘要[7]
Wall Street Bulls Look Optimistic About Booking Holdings (BKNG): Should You Buy?
ZACKS· 2024-11-07 23:30
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Booking Holdings (BKNG) .Booking Holdings currently has an averag ...
Booking Holdings Inc. (BKNG) Hit a 52 Week High, Can the Run Continue?
ZACKS· 2024-11-06 23:15
Have you been paying attention to shares of Booking Holdings (BKNG) ? Shares have been on the move with the stock up 16.1% over the past month. The stock hit a new 52-week high of $4916.01 in the previous session. Booking Holdings has gained 38.6% since the start of the year compared to the 23.8% move for the Zacks Retail-Wholesale sector and the 32.2% return for the Zacks Internet - Commerce industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it ...
Booking Holdings (BKNG) Upgraded to Strong Buy: Here's Why
ZACKS· 2024-11-05 02:01
Booking Holdings (BKNG) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors o ...
Best Growth Stocks to Buy for November 4th
ZACKS· 2024-11-04 19:11
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, November 4th:Pilgrim's Pride Corporation (PPC) : This producer of fresh and frozen meat products carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 8.8% over the last 60 days.Pilgrim's Pride has a PEG ratio of 0.20 compared with 0.46 for the industry. The company possesses a Growth Score  of A.Booking Holdings Inc. (BKNG) : This online restaura ...
Can BKNG's Solid Q3 Beat and Robust View Push the Stock Higher?
ZACKS· 2024-11-01 02:31
Booking Holdings (BKNG) reported third-quarter 2024 earnings of $83.89 per share, beating the Zacks Consensus Estimate by 7.63%. The figure surged 16% year over year.BKNG’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 16.75%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues of $7.994 billion beat the Zacks Consensus Estimate by 4.76% and increased 8.9% year over year on a reported basis and 9% on a constant currency (c ...
Why Booking Holdings Stock Just Popped 5%
The Motley Fool· 2024-11-01 00:29
Booking Holdings stock is a free-cash-flow monster.Travel website extraordinaire Booking Holdings (BKNG 5.29%) stock jumped 4.8% through 11:50 a.m. ET Thursday after thumping analyst forecasts for both sales and earnings last night.Expected to earn $77.47 per share on $7.6 billion in sales for Q3 2024, Booking Holdings reported instead an $83.89-per-share profit (adjusted for one-time items) on just under $8 billion in sales. Booking Holdings Q3 sales and earningsNot all the news was great. Total sales at B ...
Booking Holdings Reports 40% Increase in ‘Connected Trip' Transactions
PYMNTS.com· 2024-10-31 10:37
Booking Holdings is seeing early results from growth initiatives while also recording better-than-expected gains in the third quarter.The company’s efforts to advance its “connected trip” vision, to continue developing its artificial intelligence (AI) capabilities and to grow alternative accommodations all saw progress during the quarter, Booking Holdings CEO Glenn Fogel said Wednesday (Oct. 30) during a quarterly earnings call.Booking Holdings — which owns the Booking.com, Priceline, Agoda, Kayak and OpenT ...
Booking Holdings(BKNG) - 2024 Q3 - Earnings Call Transcript
2024-10-31 08:20
财务数据和关键指标变化 - 第三季度公司房晚预订量接近3亿,同比增长8% [7] - 第三季度收入为80亿美元,同比增长9% [7] - 调整后EBITDA为37亿美元,同比增长12% [7] - 调整后每股收益增长16%,受强劲资本回报计划的推动,平均流通股数同比减少6% [7][44] 各条业务线数据和关键指标变化 - 替代住宿的房晚预订量在第三季度增长14%,占Booking.com总房晚的35% [11][35] - 航空票预订量在第三季度增长39%,租车天数预订量增长16% [37] - 第三季度的总预订量增长9%,高于房晚预订量的8% [38] 各个市场数据和关键指标变化 - 欧洲房晚增长高个位数,亚洲房晚增长低双位数,美国房晚增长低个位数 [34] - 亚洲地区在过去12个月中占全球房晚的24%,略高于疫情前的比例 [30] 公司战略和发展方向和行业竞争 - 公司继续推进替代住宿、连接旅行愿景、AI能力发展等重要战略 [10][14] - 预计未来五年亚洲旅行行业将以高个位数增长,公司的目标是超越整体市场增长 [29] 管理层对经营环境和未来前景的评论 - 管理层对旅行需求的韧性表示乐观,预计第四季度房晚增长将保持健康水平 [9][47] - 对于全球地缘政治环境的不确定性,管理层表示已在第四季度的展望中考虑到这些风险 [62] 其他重要信息 - 第三季度的现金和投资余额为163亿美元,较第二季度的168亿美元有所下降 [46] - 公司在第三季度的固定运营费用同比增长7%,低于预期 [43] 问答环节所有提问和回答 问题: AI如何影响财务表现 - 管理层表示AI技术的成功将对公司长期胜利至关重要,但目前尚未能量化其对财务的具体影响 [55][56] 问题: 第四季度的预订因素 - 管理层认为第四季度的同比基数较低,预计将继续保持强劲的预订趋势 [59][60] 问题: 亚洲市场的表现 - 管理层确认亚洲市场的增长主要得益于市场整体复苏和Agoda团队的努力 [66][67] 问题: 替代住宿的市场份额 - 管理层表示替代住宿的市场份额仍有增长空间,尤其是在美国市场 [70] 问题: 欧洲市场的增长变化 - 管理层指出,欧洲市场在8月开始出现增长加速,整体需求有所改善 [72] 问题: 营销支出和投资回报 - 管理层强调公司在营销支出上的优化,预计将继续提高投资回报率 [78] 问题: 固定费用的投资回报 - 管理层表示,未来将继续寻找提高固定费用效率的机会 [81][96]
Booking Holdings (BKNG) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2024-10-31 06:31
Booking Holdings (BKNG) reported $7.99 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 8.9%. EPS of $83.89 for the same period compares to $72.32 a year ago. The reported revenue represents a surprise of +4.76% over the Zacks Consensus Estimate of $7.63 billion. With the consensus EPS estimate being $77.94, the EPS surprise was +7.63%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...