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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“OpenTable is a great example of how Agentforce is having immediate impact in just three weeks of handling 73% of all restaurant web queries, a 50% improvement over their previous tool.”
OpenTable (a Booking Holdings brand) deployed Agentforce to handle 73% of restaurant web queries within three weeks, a 50% improvement over its prior tool.
“This quarter, we signed with Booking.com for TMS and account updater across more than 65 markets, deepening our presence in the online travel platform space.”
Booking.com signed with Visa for Token Management Service and account updater across 65+ markets, indicating Booking.com investing in payment tokenization across its travel platform.
“expanded our online presence through new partnerships with Expedia and Priceline”
Southwest added Priceline (Booking Holdings) as a new distribution partner, expanding Booking's airline inventory.
“We expanded our distribution channels, launching a partnership with Priceline.”
Southwest added Booking Holdings' Priceline as a new distribution channel, expanding Priceline's airline-content partnerships.
“exclusive premium table reservations via OpenTable”
Uber offers Uber One members exclusive premium reservations via Booking Holdings' OpenTable, a partnership feeding Uber's membership value proposition.
“We signed a partnership with Open Table to integrate dining, delivery and transportation for our customers”
Uber signed a partnership with Booking Holdings' OpenTable to integrate dining, delivery, and transportation for shared customers.
“that category is getting a bit more attention with a clout from booking holdings and Airbnb relaunching their effort next week”
An analyst flags that Booking Holdings is stepping up investment in the experiences and attractions category, a competitive area Expedia is also evaluating.
“continuing to collaborate with leading AI companies such as OpenAI, Google, Microsoft, Amazon and others”
Booking names OpenAI among leading AI companies it collaborates with as travel demand migrates toward LLMs.
“continuing to collaborate with leading AI companies such as OpenAI, Google, Microsoft, Amazon and others”
Booking names Amazon among leading AI companies it collaborates with on AI capabilities.
“continuing to collaborate with leading AI companies such as OpenAI, Google, Microsoft, Amazon and others”
Booking names Microsoft among leading AI companies it collaborates with as it builds agentic travel capabilities.
“it's been very successful for that large person at the top of the funnel, Google. We've both done very well. They've made very good money setting up an auction format for taking advertising, and we have been more than happy to pay a lot of money as have competitors of us.”
Booking frames Google as a successful top-of-funnel advertising partner where its auction ad format has been very profitable for both.
“And I know you're alluding to Trip.com, Ctrip in China. Yes, a very good competitor.”
Booking's CEO characterizes Trip.com (Ctrip) as a very good competitor with aspirations in Europe.
“hotels have found it a way that they can be shown for, let's say, Google. And some people will go to Google, and we'll go directly to a hotel”
Booking frames Google as an existing channel through which some travelers bypass OTAs to book hotels directly, downplaying disintermediation risk.
“Most recently, we were one of the first wave of apps available in OpenAI's ChatGPT App Store after being one of the launch partners for their operator platform earlier this year.”
Booking is an early OpenAI partner, launching in the ChatGPT App Store and on OpenAI's operator platform, signaling travel-app traction for OpenAI's ecosystem.
“we continue to broaden our flight supply, most recently adding new partnerships with Ryanair in Europe and Southwest in the U.S., giving travelers even more choice”
Booking added Ryanair as a new flight-supply partner in Europe, expanding Ryanair's distribution through Booking.com.
“we continue to broaden our flight supply, most recently adding new partnerships with Ryanair in Europe and Southwest in the U.S., giving travelers even more choice”
Booking added Southwest as a new flight-supply partner in the U.S., a distribution win for Southwest through Booking.com's Connected Trip.
“we announced our partnership with Chase Sapphire Reserve, giving eligible Chase card members exclusive access to selected covered restaurants on OpenTable”
OpenTable (a Booking Holdings brand) announced a partnership with JPMorgan Chase's Sapphire Reserve card giving eligible cardholders exclusive access to select restaurants.
“we were mentioned as one of the key partners for ChatGPT agent mode and Booking.com was clearly highlighted in the demos that they showed a couple of days ago”
Booking.com was highlighted as a key partner in OpenAI's ChatGPT agent mode demos, part of Booking Holdings' broader collaboration with major AI companies on agentic travel booking.
“Same way people right now go to Google even though I know they would save some status by coming directly to us, which we are seeing.”
Booking Holdings' CEO frames Google as an alternative discovery channel that some travelers still default to instead of booking directly, even as Booking's direct-channel mix improves.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mark Mahaney | Evercore ISI | 9 (0%) |
| Kevin Kopelman | TD Cowen | 7 (0%) |
| Brian Nowak | Morgan Stanley | 7 (0%) |
| Justin Post | Bank of America | 7 (0%) |
| Ron Josey | Citigroup | 6 (0%) |
| Lee Horowitz | Deutsche Bank | 6 (0%) |
| Doug Anmuth | JPMorgan | 5 (0%) |
| Eric Sheridan | Goldman Sachs | 4 (0%) |
| Ken Gawrelski | Wells Fargo | 2 (0%) |
| Trevor Young | Barclays | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 | 9 (0%) |
| Bank of America | 1 | 7 (0%) |
| TD Cowen | 1 | 7 (0%) |
| Morgan Stanley | 1 |
| 7 (0%) |
| Deutsche Bank | 1 | 6 (0%) |
| Citigroup | 1 | 6 (0%) |
| JPMorgan | 1 | 5 (0%) |
| Goldman Sachs | 1 | 4 (0%) |
Booking Holdings delivered a strong Q4 2025 capping a year of accelerating growth, with revenue up 16.1% and EPS up 36.9% on genuine operating leverage. The transformation program delivered ahead of plan, U.S. growth accelerated to low double digits, and Genius loyalty drove higher engagement. Management introduced FY2026 guidance at approximately 100bps above the 8% long-term algorithm. A stock split and dividend increase signaled confidence.
Competitive Dynamics | Cloud & AI | Demand | Margin | Innovation & R&D | Geographic Expansion | Revenue Growth | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 1 | 3 | 2 | 1 | 2 | 1 |
| 2025Q1 | 8 | 3 | 3 | 3 | 1 | 1 | 1 | 2 |
| 2025Q2 | 2 | 3 | 3 | 1 | 3 | 2 | 2 | 1 |
| 2025Q3 | 6 | 5 | 1 | 1 | 1 | 2 | 1 | 1 |
| 2025Q4 | 4 | 2 | 2 | 1 | 1 | |||
| 2026Q1 | 2 | 4 | 5 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 4 | 8 | 2 | 6 | 4 | 2 |
| Cloud & AI | 4 | 3 | 3 | 5 | 2 | 4 |
| Demand | 1 | 3 | 3 | 1 | 5 | |
| Margin | 3 | 3 | 1 | 1 | 2 | |
| Innovation & R&D | 2 | 1 | 3 | 1 | 1 | 2 |
| Geographic Expansion | 1 | 1 | 2 | 2 | 1 | |
| Revenue Growth | 2 | 1 | 2 | 1 | 1 | |
| Product Launch | 1 | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BKNG Booking Holdings | 7 | +16.2% | |
| ABNB Airbnb | 9 | +17.9% | |
| EXPE Expedia Group | 7 | +14.7% | |
| NCLH Norwegian Cruise Line Holdings | 6 | +9.6% | |
| RCL Royal Caribbean Group | 6 | +11.3% |