Booking Holdings

Reinvesting about $700 million above baseline in 2026 into GenAI, Connected Trip, fintech, Asia/US growth, and OpenTable international expansion, expected to generate $400 million incremental revenue.

Level 2 and 3 Genius travelers reached a high 50% share of room nights in 2025, up from mid-50% in 2024, representing over 30% of the active traveler base.

Board approved a 25-for-1 stock split effective April 2 and a 9.4% increase in quarterly dividend to $10.50 per share, reflecting long-term earnings confidence.

US continues to show slightly lower ADRs and shorter length of stay versus prior year, indicating some consumer segments remain thoughtful on discretionary spending.