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🔹 Revenue: $9.0B (Est. $8.72B) 🟢; UP +13% YoY
🔹 Adj EPS: $99.50 (Est. $95.44) 🟢; UP +19% YoY
🔹 Room Nights: 323M; UP +8% YoY
🔹 Gross Bookings: $49.7B; UP +14% YoY (CC +10%)
🔹 Adj EBITDA: $4.23B; UP +15% YoY
Q4’25 Guidance:
🔹 Room Nights Growth: 4%–6%
🔹 Gross Bookings Growth: 11%–13% (CC 6%–8%)
🔹 Revenue Growth: 10%–12% (CC 5%–7%)
🔹 Adjusted EBITDA: $2.0B–$2.1B; Growth 8%–14%
FY’25 Guidance:
🔹 Room Nights Growth: ~7%
🔹 Gross Bookings Growth: ~11%–12% (CC ~8%–9%)
🔹 Revenue Growth: ~12% (CC ~9%)
🔹 Adjusted EBITDA Growth: ~17%–18%
Segment:
🔹 Alternative accommodation room nights at Booking: ~+10% YoY
🔹 Constant-currency ADRs: ~+1% YoY
Other Metrics:
🔹 Marketing expense: 4.7% of gross bookings; direct channel mix mid-50s and higher YoY
🔹 Free Cash Flow: $1.37B; DOWN -40% YoY (Q3)
🔹 Transformation Program: targeted annual run-rate savings raised to $500–$550M (from $400–$450M) vs. 2024 expense base
🔹 Discrete item: $457M impairment related to KAYAK goodwill/intangibles
Для обсуждения переходи в чат t.me/USstocksnews_chat
Комментарий генерального директора:
«Мы рады сообщить о сильных результатах третьего квартала, включающих рост количества номеро-суток на 8 % и двузначный прирост общего количества бронирований и выручки.
#bkng
