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steadybase-$ person Glenn Fogle
nameGlenn Fogle
roleCEO
company Booking Holdings Inc. BKNG
linkedin none on file
contactnot published
filingsnone on file
quotes
In Asia, we continue to see one of the most compelling structural growth opportunities in the global travel industry. During the first quarter, the region performed well with room night growth in the high single digits, including low double-digit growth for travel within the region.

Apr 28, 2026 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2026-04-28 | transcript ec7eab2d-1302-4257-b4a2-59de002d6c08 | chars 7485-7768 | segment 7

In terms of the more recent signals, it's too early to draw any conclusions around it. yes we see some prices going up for example over airline ticket prices with some of the airlines reducing capacity how much that ultimately will impact demand is still uncertain so i can't give you a specific answer on it but lifting this up a little bit and just from a bigger picture outside of those areas that we highlighted in terms of middle east impact outside of those actually travel markets globally have remained very healthy Intra-European travel was up high single digits. Intra-Asia travel was up low double digits. And as we mentioned, our growth in the U.S. was up low teens. So there is very specific areas where we see this impact of the Middle East, but generally we don't see customers globally being cautious. We actually see outside of those areas that are impacted actually travel demand continuing to do very well.

Apr 28, 2026 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2026-04-28 | transcript ec7eab2d-1302-4257-b4a2-59de002d6c08 | chars 43659-44584 | segment 43

Finally, I want to touch on Asia, which remains a driver of growth for us and is one of our most exciting long-term opportunities. It is the fastest growing major travel market in the world, with industry growth expected to remain in the high single digits over the next several years. And our ambition is to grow even faster than the market.

Oct 28, 2025 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2025-10-28 | transcript f701d560-2f43-46cb-a1fd-22a1b79bfeab | chars 12024-12366 | segment 11

We're focused on continuing to build on this progress by furthering improving the product for our supply partners and travelers, particularly in the U.S.

Feb 22, 2024 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2024-02-22 | transcript 70b60b45-e9c1-4dfe-beaa-806fb78444f4 | chars 15094-15247 | segment 15

On flights, we have continued to scale up our offering at Booking.com since launching in 2019, with total company air tickets booked in 2023 up more than 400% over that timeframe, primarily driven by Booking.com. We see this vertical bringing new customers to our platform while delivering a more complete offering to our existing customers, making travel planning and booking easier for them and creating opportunities to provide more value to them.

Feb 22, 2024 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2024-02-22 | transcript 70b60b45-e9c1-4dfe-beaa-806fb78444f4 | chars 4875-5325 | segment 5

On loyalty, we've expanded and enhanced our Genius Loyalty Program at Booking.com to deliver more benefits to more of our traveler customers with more of our property and rental car partners participating.

Feb 22, 2024 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2024-02-22 | transcript 70b60b45-e9c1-4dfe-beaa-806fb78444f4 | chars 5999-6204 | segment 6

Importantly, we see these types of customers returning to us more frequently, and we plan to experiment with expanding our Genius program to include all travel verticals in 2024, which we expect will drive more valued travelers across the different elements of the Connected Trip.

Feb 22, 2024 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2024-02-22 | transcript 70b60b45-e9c1-4dfe-beaa-806fb78444f4 | chars 10593-10873 | segment 11

In terms of why we believe that discretionary spending will continue to divert to travel versus other things, that's obviously a lot of different surveys. There's going to be a whole bunch of things that are independent, third party, what actual people are saying they're going to do, et cetera.

Nov 2, 2023 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2023-11-02 | transcript 5c472e55-fe90-4ac1-a0e6-e5037d207101 | chars 56285-56580 | segment 57

These initiatives include advancing our connected trip vision, further integrating AI technology into our offerings, continuing to grow alternative accommodations, and building more direct relationships with our travel bookers.

Aug 3, 2023 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2023-08-03 | transcript dda8797d-acaa-47a0-9c6b-e8ec88274c18 | chars 3734-3961 | segment 3

We believe that the current travel experience is much more complicated, fragmented, and frustrating to travelers than it should be. And eventually, our connected trip vision will greatly improve it via technology.

Aug 3, 2023 / CEO / receipt, needs a key / Glenn Fogle, CEO | earnings call 2023-08-03 | transcript dda8797d-acaa-47a0-9c6b-e8ec88274c18 | chars 4626-4839 | segment 4

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