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Dec 31, 2023

Booking Q4 2023 Earnings Report

Reported strong financial results and announced the initiation of a quarterly dividend.

Key Takeaways

Booking Holdings reported a strong close to 2023 with a 9% year-over-year increase in fourth quarter room nights (11% excluding business associated with Israel). The company reached a milestone of over 1 billion room nights booked in 2023 and achieved record levels of gross bookings, revenue, and operating income.

Gross travel bookings for Q4 2023 were $31.7 billion, a 16% increase year-over-year.

Room nights booked increased by 9% compared to the prior-year quarter.

Total revenues reached $4.8 billion, reflecting an 18% increase from the previous year.

Non-GAAP net income per diluted common share was $32.00, up 29% from the prior-year quarter.

Total Revenue
$4.78B
Previous year: $4.05B
+18.2%
EPS
$32
Previous year: $24.7
+29.3%
Room Nights
231M
Previous year: 211M
+9.5%
Rental Car Days
15M
Previous year: 14M
+7.1%
Airline Tickets
9M
Previous year: 6M
+50.0%
Gross Profit
$4.61B
Previous year: $3.89B
+18.6%
Cash and Equivalents
$12.7B
Previous year: $12.2B
+3.8%
Free Cash Flow
$1.25B
Previous year: $2.1B
-40.3%
Total Assets
$24.3B
Previous year: $25.4B
-4.0%

Booking

Booking

Booking Revenue by Segment

Forward Guidance

The company is confident in the long-term growth of leisure travel and the opportunities ahead as they continue to improve their offerings for supply partners and travelers.

Revenue & Expenses

Visualization of income flow from segment revenue to net income