Booking Holdings

$Booking Holdings(BKNG)$
90亿美元的自由现金流（FCF）与69亿美元的调整后净利润之间存在显著差异，其主要原因在于酒店预订业务采用的“商家模式”（Merchant Model）所产生的独特现金流效应。
在此模式下，平台于用户预订时立即收取款项，但在客户完成入住后才将费用结算给酒店。这一时...

Gilbert, B. and Rosenthal, D. (2023) ‘Uber (with CEO Dara Khosrowshahi)’, Acquired , 12 June. Available at: 网页链接
Dara:
Booking.com在执行力上堪称典范。谈到业务焦点，他们始终专注于酒店业务。相比之下，Expedia以机票...

Booking：还可以，移动端占比竟然只有50%多
核心业绩指标：第二季度Roomnights达3.09亿，同比增长8%，超出先前预期上限；Grossbookings同比增长13%，收入680亿美元，同比增长16%，均高于先前指引区间上限；利润8.95亿美元，同比-41%；调整净利润18亿美元，同比增长32%；调整后EBITDA约24亿美元...

最大的在线旅游平台$Booking Holdings(BKNG)$ Q2电话会议：
1/“alternative accommodation listings”另类住宿（服务公寓，民宿等）已经有800万+，已经超过了Airbnb去年公布的房源数700万+。目前这块是比传统酒店增长更快的业务，间夜同比增长 10%。
2/关联旅行（即同时在平台上预订酒店+...

$Booking Holdings(BKNG)$ 对股东的慷慨程度令人发指

$Booking Holdings(BKNG)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-020853  Size: 4 KB 网页链接

$Booking Holdings(BKNG)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001229265-25-000004  Size: 4 KB 网页链接

$Booking Holdings(BKNG)$ 144 Report of proposed sale of securities Accession Number: 0001950047-25-005021  Act: 33  Size: 6 KB 网页链接

$Booking Holdings(BKNG)$ 144 Report of proposed sale of securities Accession Number: 0001950047-25-005927  Act: 33  Size: 6 KB 网页链接

$Booking Holdings(BKNG)$ 144 Report of proposed sale of securities Accession Number: 0001969223-25-000770  Act: 33  Size: 5 KB 网页链接

$Booking Holdings(BKNG)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-022173  Size: 36 KB 网页链接

旅游中介的核心竞争力就三点：房源多不多、用户粘不粘、赚钱效率高不高。Booking 恰恰在这三点上都做到了极致：靠并购和深耕欧洲，抓牢了最赚钱的中小酒店和非标房源；靠会员体系和直接流量，让用户来了就不想走；靠精准营销和连带销售，花最少的钱赚最多的钱。这就是它能成为全球旅游巨头的底层逻...

$Booking Holdings(BKNG)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001075531-25-000035  Act: 34  Size: 3 MB 网页链接

$Booking Holdings(BKNG)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-019840  Size: 35 KB 网页链接

$Booking Holdings(BKNG)$ 144 Report of proposed sale of securities Accession Number: 0001950047-25-007144  Act: 33  Size: 7 KB 网页链接

$Booking Holdings(BKNG)$ 144 Report of proposed sale of securities Accession Number: 0001964306-25-000358  Act: 33  Size: 4 KB 网页链接

$Booking Holdings(BKNG)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001516908-25-000005  Size: 52 KB 网页链接

$Booking Holdings(BKNG)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001876796-25-000004  Size: 48 KB 网页链接

$Booking Holdings(BKNG)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-25-023975  Size: 42 KB 网页链接