Booking Holdings Inc. (BKNG) Presents at Citi's 2026 Global TMT Conference Transcript

SA Transcripts 162.13K Followers Follow Booking Holdings Inc. ( BKNG ) Citi's 2026 Global TMT Conference September 8, 2026 3:55 PM EDT Company Participants Glenn Fogel - President, CEO & Director Conference Call Participants Ronald Josey - Citigroup Inc., Research Division Presentation Ronald Josey Citigroup Inc., Research Division And I'm thrilled to have with us today, Glenn Fogel, who, as a keynote speaker for this year, is one of the keynote speakers for this year's Global TMT Conference. I think everybody here knows what Booking Holdings is, right? It's one of the largest online travel agencies out there, 1.3-plus billion room nights this year, maybe 36% or 1/3 around alternative accommodations or so. And you combine the room nights with air and rental cars, you're talking close to $200-plus -- or over $200-plus billion of gross bookings this year. Suffice it to say, not a small business. And we operate in 3 brands, obviously, Booking, Priceline, Agoda, and many more. So with that, Glenn, welcome. Glenn Fogel President, CEO & Director Thank you for having me. Ronald Josey Citigroup Inc., Research Division Thanks for joining us. Look, it's the end of summer. Maybe I will just start with some ice breakers to get the cobwebs off if there's such a thing. But let's see. Let's do some ice breakers. First thing that comes to mind, see if you can just fill in the blank. Glenn Fogel President, CEO & Director Okay. Ronald Josey Citigroup Inc., Research Division All right. Connected trip is blank. Glenn Fogel President, CEO & Director Great. Ronald Josey Citigroup Inc., Research Division Great. Genius creates... Glenn Fogel President, CEO & Director Value. Ronald Josey Citigroup Inc., Research Division AI can? Glenn Fogel President, CEO & Director Solve everything. Ronald Josey Citigroup Inc., Research Division We'll get into that in a little bit, I'm