Booking Holdings Inc. (BKNG) Q1 2026 Earnings Call

Concluded Apr 28, 2026

Apr 28, 2026 0 turns

Period: FY2026 Q1
Runtime: —
Sources: 3 artifacts

Slides 15 8-K 10-Q

Executive readout · one minute

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Financial performance 35 Asia expansion 26 Connected Trip and Genius 26 GenAI and AI agent rollout (Penny) 20 Long-term demand resilience 16 Middle East conflict impact 11

Management tone

Confident

Net tone +62 · low hedging

Grounding quotes

“Despite the start of the Middle East conflict at the end of February, our teams delivered a quarter with strong execution and solid results.”
“the fundamental drivers of travel demand, the desire to experience the world do not change. People have a deep and enduring desire to explore and connect and that demand has proven resilient over time, generally growing faster than the broader global economy”
“we view our overall position in the Middle East as a long-term strength and believe we are well positioned for when normal travel demand resumes”
“We estimate that the Middle East conflict impacted our room night and gross bookings growth by approximately 2 percentage points”

Research coverage

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Revenue $5.53B +16.2% YoY

Diluted EPS $1.36 +240% YoY