Financial PerformanceBKNG’s strong balance sheet and cash flow will continue to drive ongoing investment in key growth initiatives along with ongoing share repurchases and its recently announced initial dividend.
Global GrowthIncreasing resilience in EMEA plus better-than-expected growth in APAC, and to a lesser extent LatAm, give confidence that Booking can outperform consensus.
Operational EfficiencyOngoing strength in travel demand is driving increasing booking growth, which, combined with AI initiatives, including BKNG’s Connected Trip initiatives, will continue to drive lower cost, increasing operating efficiency, and ongoing acceleration in business.