Booking Holdings

Booking Holdings reported adjusted earnings per share of $4.66 in Q3 (up 17%), and unadjusted EPS of $3.61 (up 7%). Booking volume grew 10% to $54.5 billion. Reported revenue fell 1% to $8.89 billion due to an FTC adjustment; on an adjusted basis revenue rose 9%. For Q4 the company expects only 1–3% more nights and EBITDA flat with the prior year, pressured by the Middle East conflict, higher airfares and weaker international travel; management points to stronger booking rates among users of its own AI assistants. » More on deraktionaer.de

Booking publishes quarterly figures after US market close; consensus expects adjusted EPS of $4.49 and revenue of $9.54 billion, equivalent to a year‑on‑year EPS increase of about 12.8% and revenue growth of 5.9%. Management sees only 3–5% more room nights, weighed down by the Middle East conflict with more expensive flights and cancellations, while domestic travel is rising. Additional headwinds for the share price were the EU ban on the Etraveli takeover and competition fears from Meta’s AI, while Booking recently defended itself with share buybacks and repeated earnings surprises; the outlook for the final quarter will be decisive. » More on deraktionaer.de

The European Commission is examining whether Booking does enough to counter fake accommodation listings, identity fraud and phishing on its platform and whether user data is shared securely. The move follows reports of a sharp rise in fraud attempts on the platform; according to Brüssel, Booking reported an increase of 500 percent and 1,072 reports in the first half of 2026. The investigation is being carried out under the Digital Services Act; Brüssel can impose fines for violations. Booking says it is cooperating fully with the Commission; the stock fell temporarily on NASDAQ. » More on finanzen.net

The European Commission has opened an investigation into Booking.com for possible breaches of consumer protection rules and the Digital Services Act, including fake accommodation offers, identity fraud and phishing. The probe will also examine whether the platform does enough to fight fraud, how it shares reservation and guest data, and whether paid advertising is clearly labeled. Booking.com says it will fully cooperate and points to its detection systems; the Commission reports a 500% rise in fraud cases (1,072 reports in H1 2026, losses of around €82,000). » More on n-tv.de

The launch of Meta's AI agent Muse — which can search for hotels, compare options and handle bookings autonomously — has caused Booking's share price to drop and could endanger parts of its intermediary business. Muse was downloaded very quickly in the US and enables users to complete entire booking processes without traditional travel portals. Analysts warn that Muse takes over the direct customer relationship and could therefore weaken demand for platforms like Booking. However, Booking is not automatically being pushed out of the market; the long-term effects on revenue and profit remain unclear. » More on deraktionaer.de