Form 10-Q · Quarterly report

Booking Holdings 10-Q, filed Nov 3, 2026

Filed
CIK
0001075531
Accession no.
0001075531-26-000045
AI-generated summary

Summary

Booking Holdings reported that third-quarter 2026 global room nights increased 7% year over year, with constant-currency average daily rates up about 3%, and that total performance and brand marketing expenses rose 11% to $2.6 billion. It said merchant-basis gross bookings mix was 75% in the quarter, while Booking.com had approximately 4.7 million total properties as of September 30, 2026.

Key points

  • Global room nights grew 7% year over year in Q3 2026, compared with 5% growth in Q2 2026 and 6% in Q1 2026.
  • Constant-currency average daily rates rose about 3% year over year, driven primarily by higher ADRs in Europe.
  • Total performance and brand marketing expenses were $2.6 billion in Q3 2026, up 11% year over year.
  • Merchant-basis gross bookings mix rose to 75% in Q3 2026 from 72% a year earlier; Booking.com had roughly 4.7 million total properties at September 30, 2026, including about 4.2 million alternative accommodations and over 500,000 hotels, motels, and resorts.

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.

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