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Booking Holdings
BKNG · NASDAQConsumer / Online Travel
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Travel supplyHotels, homes, flights, c…Distribution &paymentsChannel managers, payment…OTA platformsBooking Holdings brandsDemand &discoverySearch, ads, meta, AITravellersWho actually booksHTLHotels & chainsHMAlternative accommodationAIRAirlines & car rentalRSTRestaurantsPAYPayments & cloudBCBooking.comAGAgodaPLPricelineOTOpenTableGOOGGoogleKKKAYAKAIAI trip planningYOUTravellers
Company details
Market cap
~$135B
Revenue (2025)
~$26.9B
Rev. growth
+13%
Free cash flow
~$9.1B
Adj. EBITDA
~$9.9B
Room nights
+9% YoY
Capital returned
~$7.7B
Div yield
~0.8%
In plain English
Booking Holdings is the world's largest online travel agency. It doesn't own hotels or planes — it runs the marketplaces (Booking.com, Agoda, Priceline, KAYAK, OpenTable) that connect billions of travellers to millions of hotels, homes, flights and restaurants, taking a cut of every reservation. A cash machine that funnels most of its huge free cash flow into share buybacks, it is now racing to put AI 'trip planning' at the centre of how people book travel.
In simple terms
What Booking Holdings really sells
Booking Holdings is the world's largest online travel agency. It doesn't own hotels or planes — it runs the marketplaces (Booking.com, Agoda, Priceline, KAYAK, OpenTable) that connect billions of travellers to millions of hotels, homes, flights and restaurants, taking a cut of every reservation. A cash machine that funnels most of its huge free cash flow into share buybacks, it is now racing to put AI 'trip planning' at the centre of how people book travel.
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Risk read
Moderate
SteadierMore speculative
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