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Booking Holdings (DE:PCE1)
XETRA:PCE1
Germany Market

Booking Holdings (PCE1) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 30, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
16.86
Last Year’s EPS
19.48
Same Quarter Last Year
Moderate Buy
Based on 26 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Feb 20, 2025
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% Change Since: 5.04%
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Next Earnings Date:Apr 30, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial results, significant growth in key areas such as room nights and airline ticket bookings, and strategic advancements in AI and the Genius loyalty program. However, challenges such as calendar shifts affecting upcoming quarters, workforce reductions, and transformation costs were noted.
Company Guidance
In the fourth quarter of 2024, Booking Holdings reported strong financial performance, exceeding expectations across multiple metrics. Room nights grew by 13% year-over-year, surpassing the high end of prior expectations, with double-digit growth across all major regions. This contributed to a 17% increase in gross bookings and a 14% rise in revenue, both above previous guidance. Adjusted EBITDA reached $1.8 billion, a 26% increase from the fourth quarter of 2023, and 12% above the upper range of guidance, driven by revenue outperformance and lower than expected adjusted fixed operating expenses. Adjusted earnings per share rose by 30% year-over-year. For the full year, gross bookings increased by 10% to $166 billion, revenue grew by 11% to $24 billion, and adjusted EBITDA rose by 17% to over $8 billion. Adjusted earnings per share saw a 23% increase, aided by a 7% reduction in the full-year average share count. Looking ahead to 2025, Booking Holdings aims for at least 8% constant currency growth in gross bookings and revenue, and a 15% increase in adjusted earnings per share, maintaining a positive long-term outlook for the travel industry.
Strong Financial Performance
Fourth quarter gross bookings grew 17%, revenue increased 14%, and adjusted EBITDA rose 26% year-over-year, all exceeding prior guidance.
Significant Growth in Room Nights
Fourth quarter room nights grew 13% year-over-year, with double-digit growth across all major regions.
Record Adjusted Earnings Per Share
Adjusted EPS for the fourth quarter increased 30% year-over-year.
Alternative Accommodations Growth
Alternative accommodations room nights grew 19% in the fourth quarter, with listings increasing by 8% to 7.9 million.
Airline Ticket Growth
Fourth quarter saw 52% growth in airline ticket bookings, an acceleration from previous quarters.
Merchant Gross Bookings Increase
Merchant gross bookings reached 59% of total gross bookings at Booking.com, a 9 percentage point increase year-over-year.
Expansion of Genius Loyalty Program
Genius loyalty program levels 2 and 3 represented over 30% of active travelers, with a mid-50s percentage of room nights booked by these travelers.
Generative AI Integration
Integration of AI into offerings like Booking.com's AI trip planner and Priceline's AI powered travel assistant, with expected operational efficiency improvements.
Capital Return Initiatives
A new $20 billion share repurchase authorization and a 10% increase to the quarterly cash dividend were announced.
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Booking Holdings (DE:PCE1) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:PCE1 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 30, 20252025 (Q1)
16.83 / -
19.443
Feb 20, 20252024 (Q4)
34.41 / 39.62
30.51429.84% (+9.11)
Oct 30, 20242024 (Q3)
73.61 / 79.99
68.96116.00% (+11.03)
Aug 01, 20242024 (Q2)
36.84 / 39.95
35.87311.38% (+4.08)
May 02, 20242024 (Q1)
13.33 / 19.44
11.06175.78% (+8.38)
Feb 22, 20242023 (Q4)
28.35 / 30.51
23.59129.35% (+6.92)
Nov 02, 20232023 (Q3)
64.60 / 68.96
50.56736.38% (+18.39)
Aug 03, 20232023 (Q2)
27.71 / 35.87
18.19497.17% (+17.68)
May 04, 20232023 (Q1)
10.08 / 11.06
3.719197.44% (+7.34)
Feb 23, 20232022 (Q4)
21.11 / 23.59
15.09556.29% (+8.50)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:PCE1 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 20, 2025€4798.00€5040.00+5.04%
Oct 30, 2024€4104.27€4320.91+5.28%
Aug 01, 2024€3394.53€3094.72-8.83%
May 02, 2024€3164.13€3370.83+6.53%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ

When does Booking Holdings (DE:PCE1) report earnings?
Booking Holdings (DE:PCE1) is schdueled to report earning on Apr 30, 2025, TBA Not Confirmed.
    What is Booking Holdings (DE:PCE1) earnings time?
    Booking Holdings (DE:PCE1) earnings time is at Apr 30, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Booking Holdings stock?
          The P/E ratio of Booking Holdings is N/A.
            What is DE:PCE1 EPS forecast?
            DE:PCE1 EPS forecast for the fiscal quarter 2025 (Q1) is 16.86.
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