Company Overview
About Booking Holdings
Booking Holdings Inc. is a Norwalk, Connecticut-based online travel platform — publicly traded on NASDAQ (NASDAQ: BKNG) as an S&P 500 Consumer Discretionary component — operating the world's largest portfolio of online travel brands including Booking.com (global accommodations leader), Priceline (US discount travel), Agoda (Asia-Pacific travel), KAYAK (metasearch), OpenTable (restaurant reservations), and Rentalcars.com across 220+ countries and territories through approximately 24,800 employees. In fiscal year 2024, Booking Holdings reported $23.74 billion in revenue (up 11% year-over-year), $5.88 billion in net income, and $166 billion in gross bookings — with Q4 2024 room nights growing 13% and gross bookings up 17% year-over-year. The company maintains a market capitalization exceeding $167 billion as of 2025. In January 2025, Booking Holdings authorized a $20 billion stock repurchase program and increased its quarterly dividend 10% to $9.60 per share, reflecting strong free cash flow generation. CEO Glenn Fogel has led the company since 2017, overseeing both pandemic recovery and the subsequent travel demand surge. Booking.com's accommodation inventory of millions of properties (hotels, vacation rentals, apartments, villas) across 220+ countries represents the broadest accommodation distribution platform in the global travel market.
Business Model & Competitive Advantage
Booking Holdings' multi-brand OTA model addresses the travel discovery and booking fragmentation that travelers face when planning trips requiring air, hotel, car rental, and restaurant reservations from multiple providers: Booking.com's dominant position in European vacation rentals and international hotel inventory (the preferred platform for hotels in Europe, Asia, and Latin America who need global distribution without the US-centric bias of Expedia and Hotels.com), combined with KAYAK's metasearch for price comparison, Agoda's Asia-Pacific hotel network, and OpenTable's restaurant reservation access, creates a one-stop travel planning ecosystem where Booking Holdings captures commission revenue across multiple trip components. The merchant model (Booking Holdings acts as merchant of record, collecting payment from travelers and remitting net amounts to hotels) generates approximately 60% of revenue while enabling dynamic pricing and promotional control that the agency model (pass-through booking where hotels set their own rates) cannot provide.
Competitive Landscape 2025–2026
In 2025, Booking Holdings competes in the global online travel agency and travel platform market with Expedia Group (NASDAQ: EXPE, Hotels.com + Vrbo + Trivago, $13.7B revenue), Airbnb (NASDAQ: ABNB, vacation rental marketplace, $11.1B revenue), and TripAdvisor (NASDAQ: TRIP, travel media and booking, $1.8B revenue) for traveler booking intent across accommodation, flight, and experience categories. The $20B buyback authorization (January 2025) signals Booking Holdings' confidence in sustained free cash flow generation — and its preference for returning capital to shareholders rather than large acquisitions in a market where the primary competitors are well-capitalized. AI investment (personalization, demand forecasting, dynamic pricing optimization, and AI trip planning assistants) represents the primary product development focus in 2025 — as generative AI threatens to disintermediate OTAs by enabling direct flight and hotel booking through conversational AI interfaces that bypass search. The 2025 strategy focuses on defending Booking.com's European accommodation dominance, growing alternative accommodation (vacation rentals) to compete with Airbnb, and deploying AI across the customer journey to improve conversion rates and booking intent capture.
The Booking Holdings Story
Founders
Company Timeline
Major milestones in Booking Holdings's journey
Leadership Team
Meet the leaders behind Booking Holdings
Glenn D. Fogel
Glenn Fogel has served as President and CEO of Booking Holdings since January 2017 and additionally as CEO of Booking.com since June 2019. He joined the company in February 2000 and previously led worldwide strategy and planning, spearheading major acquisitions including Booking.com, KAYAK, OpenTable, Rentalcars.com, and Agoda. He holds a Bachelor of Science in Economics from the Wharton School and a law degree from Harvard Law School. Before Booking Holdings, he worked as an investment banker at Kidder, Peabody & Co. and Morgan Stanley, specializing in the air transportation industry.
Ewout Steenbergen
Ewout Steenbergen became Executive Vice President and Chief Financial Officer on March 15, 2024. He joined Booking Holdings from S&P Global, where he served as Executive Vice President and Chief Financial Officer since 2016. His extensive financial leadership experience across global organizations brings valuable expertise to Booking Holdings' financial strategy and operations.
Peter J. Millones
Peter Millones serves as Executive Vice President and General Counsel for Booking Holdings, overseeing all legal, compliance, and regulatory matters for the company globally. His leadership ensures the company navigates complex international legal frameworks across its 220+ country operations while maintaining the highest standards of corporate governance.
Paulo Pisano
Paulo Pisano has served as Chief Human Resources Officer since August 2021 and as Senior Vice President and Chief People Officer of Booking.com since March 2020. He leads global strategy for people, organization, diversity, equity, and inclusion initiatives across the company's 24,800-person workforce.
Robert J. Mylod Jr.
Robert Mylod has served as Chairman of Booking Holdings since June 2020, providing strategic oversight and governance leadership to the company's board of directors. His experience guides the company's long-term strategic direction and shareholder value creation.
Brett Keller
Brett Keller has been the Chief Executive Officer of Priceline since 2016, leading the brand's evolution and growth strategy. Under his leadership, Priceline has continued to innovate in the online travel space while maintaining its position as a leading discount travel service provider.
Omri Morgenshtern
Omri Morgenshtern has been Agoda's Chief Executive Officer since July 2022, leading the brand's operations across Asia-Pacific and beyond. He oversees Agoda's accommodation, flight, ground transportation, and activities reservation services, driving growth in key international markets.
Arjan Dijk
Arjan Dijk joined Booking.com as SVP and Chief Marketing Officer in June 2019, bringing extensive marketing expertise from his previous role as Vice President of Global Marketing at Google. He leads global marketing strategy and brand development for the world's largest online accommodation platform.
Open Positions
Reddit Discussions
Key Differentiators
Market Leader
Booking Holdings is recognized as a market leader in the Consumer Retail sector, demonstrating strong industry presence and customer trust.
Enterprise Scale
With $23740M in revenue, Booking Holdings operates at enterprise scale with proven market validation.
Frequently Asked Questions
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