Booking Holdings
"Extended a strategic partnership to enhance flight offerings."
Business LinesBooking.com
Key Metrics
Room Nights, Gross Bookings
Growth Driver
Connected Trip & AI
Advantage
Scale, Network Effects, Brand
Use Case Solved
Online Travel Booking
Market Position
#1 Online Travel Agent
Quantified Position
900M+ room nights annually
Priceline
Key Metrics
Gross Bookings, Air Tickets
Growth Driver
Package deals and opaque inventory
Advantage
Strong US brand recognition
Use Case Solved
Discounted travel bookings
Market Position
Key brand in North America
Quantified Position
Focus on deals and packages
Agoda
Key Metrics
Room Nights, Gross Bookings
Growth Driver
Growth in Asia-Pacific markets
Advantage
Strong presence in Asian markets
Use Case Solved
Travel booking for APAC region
Market Position
Leading OTA in Asia
Quantified Position
TBD
KAYAK & OpenTable
Key Metrics
Query volume, Restaurant bookings
Growth Driver
Metasearch and dining reservations
Advantage
Aggregating travel and dining options
Use Case Solved
Travel search and restaurant discovery
Market Position
Leaders in their respective niches
Quantified Position
TBD
Fcf Yield Pct
5.3
Next Year Revenue Growth Pct
11.7
Subscription Revenue Pct
~0%
Marketing And Sales Pct
~30-35%
Capex Pct
<2%
Single Point Of Failure
Over-reliance on Google search.
Insider Ownership Pct
0.20%
Gross Margin Pct T T M
86.80%