Topic

BKNG

A collection of 5 issues

Booking on the Offense

Last week, Booking’s CFO Ewout Steenbergen attended Nasdaq Morgan Stanley London TMT Conference. Booking’s CFO re-iterated their “8-8-15” algorithm for the “next few years”. For the uninitiated, “8-8-15” stands for 8% gross bookings growth, 8% revenue growth, and 15% EPS growth. I also really liked how the CFO

Behind the scenes: Airbnb vs Booking

A subscriber from Thailand recently reached out to me and let me know that he has experience of hosting his home through Booking.com, Airbnb, and Agoda. He was gracious enough to allow me access by making me a co-host. It was intriguing to observe these platforms through the eyes

Solving the "DoorDash Problem"

Nilay Patel from “The Verge” has recently been talking about the “DoorDash problem” for some consumer internet companies. What is the “DoorDash problem”? From The Verge: “Briefly, it’s what happens when an AI interface gets between a service provider, like DoorDash, and you, who might send an AI to

Booking: The shareholder friendly OTA king

You can listen to the Deep Dive here Booking’s modern identity as a dominant, European-centric travel aggregator obscures its chaotic origins as a quintessentially American dot-com darling: Priceline.com. The original company, founded by Jay S. Walker, launched in 1998 as Priceline.com. It was built on a strange,

The "humorless" and timeless machine of Booking Holdings, Portfolio Change

Almost three years ago, my friend Scuttleblurb described Booking in a way that I believe truly encapsulated the essence of the company: Booking is metrics – it iterates on performance marketing game mechanics and humorlessly monitors every bit of performance down the hour. Indeed, I doubt there is any better company