Booking Holdings

6 statements across 1 episodes · 5 bullish · 0 bearish · 2 people on the record · first statement Jul 9, 2026 by Glenn Fogel · said 21 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Elad Gil (21)

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2026 21 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Booking Holdings, oldest first

Jul 9, 2026 bullish
Assertion Supported
Fogel: Booking has grown faster than Airbnb in alternative rentals for 5 years
“For the last five years, we've grown faster than Airbnb in the alternative accommodation area. We do like to like. We've been growing faster the last five years.”
Glenn Fogel Jul 9, 2026 ▶ 27:38 Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
Jul 9, 2026 bullish
Disclosure
Booking CEO aims for AI that predicts and fixes travel disruptions proactively
“My goal is to have a system that actually, we are able to predict well enough what the problem will be before it happens. And so just changing things.”
Glenn Fogel Jul 9, 2026 ▶ 19:25 Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
Jul 9, 2026 bullish
Assertion Supported
Fogel: Booking's alternative rental room nights are 75% of Airbnb's
“When you look at our total amount of transactions, our room night for alternative accommodation, you see that we are approximately three quarters the size of Airbnb, and that's just our alternative accommodation area, the whole much bigger hotel business on to…”
Glenn Fogel Jul 9, 2026 ▶ 27:21 Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
Jul 9, 2026 positive
Assertion Supported
Fogel: Booking Holdings repurchased roughly 40% of shares over 12 years
“You know, I really am very proud of the fact that over the last, let's say, dozen years or so, we've bought back approximately 40% of the outstanding share.”
Glenn Fogel Jul 9, 2026 ▶ 24:58 Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
Jul 9, 2026
Assertion Supported
Fogel: Booking Holdings processed $186B in travel and 1B room nights
“You know, last year we did a hundred and eighty six billion dollars with the travel, right? That's a lot of travel, ok? You know, we did a billion of room nights.”
Glenn Fogel Jul 9, 2026 ▶ 20:33 Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
Jul 9, 2026 bullish
Assertion Supported
Gil: Priceline's Penny AI tool adoption doubled monthly with higher conversion
“Penny Adoption, which again is this agentic tool that you'd built for Priceline, has doubled every month for the past few months, and it's generated a lift in conversion plus faster search, shorter path to booking, lower cancellation, you know, higher customer…”
Elad Gil Jul 9, 2026 ▶ 19:43 Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel
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