NASDAQ$BKNG
Booking Holdings Inc · Q4 2023 earnings
Q4 2023 earnings · · Investor relations
Briefing
Reported strong financial results and announced the initiation of a quarterly dividend.
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.
Headline financials
Revenue & EPS history
Booking · Revenue · Quarterly
$4.78B
Revenue by segment
Booking · $7.34B total across 3 segments · Q3 2023
- Merchant Revenue$3.95B+50.9%53.7%
- Agency Revenue$3.14B-2.1%42.7%
- Advertising & Other$261M+11.1%3.6%
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.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2023
+1.4%
Avg return
Earnings day
-0.0%
Avg return
5 days after
+2.2%
Avg return
30 days after
57%
40 / 70 earnings
Positive
+26.9%
Q4 2009
Best reaction
-15.5%
Q2 2012
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +3.6% | -4.5% | -3.5% | |
| Q4 2025 | -5.7% | -4.7% | +1.3% | |
| Q3 2025 | -4.4% | -1.8% | -4.0% | |
| Q2 2025 | +0.4% | -2.1% | +0.1% | |
| Q1 2025 | +3.9% | +5.7% | +12.4% | |
| Q4 2024 | -0.5% | +0.3% | -8.0% | |
| Q3 2024 | +5.6% | +7.9% | +17.5% | |
| Q2 2024 | -10.4% | -8.0% | +5.2% | |
| Q1 2024 | +4.7% | +5.6% | +10.6% | |
| Q4 2023 | -6.3% | -7.0% | -3.1% | |
| Q3 2023 | +3.3% | +8.9% | +14.2% | |
| Q2 2023 | +6.2% | +11.8% | +8.0% | |
| Q1 2023 | -2.9% | -0.4% | -0.8% | |
| Q4 2022 | +1.1% | +4.0% | +3.0% | |
| Q3 2022 | -3.4% | -2.9% | +10.4% | |
| Q2 2022 | -0.5% | -0.0% | -6.1% | |
| Q1 2022 | +3.1% | -3.9% | +10.9% | |
| Q4 2021 | -8.9% | -13.7% | -10.7% | |
| Q3 2021 | -0.7% | +7.6% | -13.8% | |
| Q2 2021 | +3.2% | +0.9% | +7.7% | |
| Q1 2021 | -4.3% | -5.0% | -2.8% | |
| Q4 2020 | -3.7% | -1.6% | -1.5% | |
| Q3 2020 | +4.1% | +17.2% | +24.0% | |
| Q2 2020 | +1.7% | +4.7% | +11.2% | |
| Q1 2020 | +3.8% | +0.5% | +31.5% | |
| Q4 2019 | -3.9% | +0.1% | -27.3% | |
| Q3 2019 | -6.6% | -6.8% | -4.1% | |
| Q2 2019 | +8.6% | +7.3% | +10.1% | |
| Q1 2019 | +4.5% | +2.4% | +1.5% | |
| Q4 2018 | -11.4% | -10.9% | -8.9% | |
| Q3 2018 | +4.0% | +3.3% | -0.6% | |
| Q2 2018 | -7.2% | -10.3% | -7.0% | |
| Q1 2018 | -3.8% | -4.1% | -1.2% | |
| Q4 2017 | +6.7% | +6.7% | +9.2% | |
| Q3 2017 | -13.1% | -10.4% | -9.3% | |
| Q2 2017 | -6.7% | -9.2% | -9.7% | |
| Q1 2017 | -4.2% | -4.5% | -0.6% | |
| Q4 2016 | +5.7% | +6.3% | +9.4% | |
| Q3 2016 | +10.8% | +8.2% | +7.2% | |
| Q2 2016 | +3.1% | +2.6% | +3.8% | |
| Q1 2016 | -8.4% | — | — | |
| Q4 2015 | +12.7% | — | — | |
| Q3 2015 | -8.7% | — | — | |
| Q2 2015 | +5.3% | — | — | |
| Q1 2015 | -4.7% | — | — | |
| Q4 2014 | +8.3% | — | — | |
| Q3 2014 | -8.6% | — | — | |
| Q2 2014 | +1.0% | — | — | |
| Q1 2014 | +0.4% | — | — | |
| Q4 2013 | +3.3% | — | — | |
| Q3 2013 | +1.4% | — | — | |
| Q2 2013 | +4.6% | — | — | |
| Q1 2013 | +4.1% | — | — | |
| Q4 2012 | +3.6% | — | — | |
| Q3 2012 | +10.6% | — | — | |
| Q2 2012 | -15.5% | — | — | |
| Q1 2012 | -4.9% | — | — | |
| Q4 2011 | +7.2% | — | — | |
| Q3 2011 | +7.7% | — | — | |
| Q2 2011 | +4.5% | — | — | |
| Q1 2010 | -0.9% | — | — | |
| Q1 2011 | +2.0% | — | — | |
| Q1 2009 | -1.8% | — | — | |
| Q4 2008 | -1.8% | — | — | |
| Q4 2010 | -1.8% | — | — | |
| Q3 2010 | +7.8% | — | — | |
| Q3 2009 | +7.8% | — | — | |
| Q2 2010 | +26.9% | — | — | |
| Q2 2009 | +26.9% | — | — | |
| Q4 2009 | +26.9% | — | — |
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