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 →
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brought up most by Elad Gil (21)
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2026 21 mentions in 1 episode
Everything said about Booking Holdings, oldest first
Jul 9, 2026 bullish
Jul 9, 2026 bullish
Jul 9, 2026 bullish
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…”
Jul 9, 2026 positive
Jul 9, 2026
Jul 9, 2026 bullish
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…”