Form 10-Q · Quarterly report
Booking Holdings 10-Q, filed Aug 4, 2026
- Filed
- CIK
- 0001075531
- Accession no.
- 0001075531-26-000037
Summary
Booking Holdings reported that global room nights increased 5% year-over-year in the second quarter of 2026, slowing from 6% in the first quarter of 2026, and that the Middle East conflict continued to weigh on travel demand. Total marketing expenses rose 11% to $2.4 billion, while merchant gross bookings rose to 73% from 69% a year earlier.
Key points
- Global room nights in 2025 increased 8% year-over-year, driven by travel demand in Europe and Asia.
- In the second quarter of 2026, the Middle East conflict caused elevated flight prices, reduced flight capacity on certain international routes, and lower long-haul international travel demand, while domestic and short-haul regional travel remained relatively healthy.
- Total performance and brand marketing expenses were $2.4 billion in the second quarter of 2026, up 11% year-over-year.
- Booking.com had about 4.7 million total properties at June 30, 2026, up from about 4.3 million a year earlier; merchant gross bookings were 73% of total in the second quarter of 2026 versus 69% in the second quarter of 2025.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management's Discussion Overview Our mission is to make it easier for everyone to experience the world. We aim to provide consumers with a best-in-class experience with tailored planning, payment, language, and other options, seamlessly connecting them with our travel service provider partners. We offer these services through five primary consumer-facing brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. We derive substantially all of our revenues from enabling consumers to make travel service reservations. We also earn revenues from payment facilitation, advertising, restaurant reservation and management services, travel-related insurance offerings, and other services. …
An excerpt of the text as filed with the SEC, cut for length.
Readster writes AI-generated summaries of public filings for research purposes only. Summaries can be incomplete or wrong — check the original filing on SEC.gov before relying on it. Nothing here is investment, legal or medical advice.