BOOKING HOLDINGS SAYS GLOBAL TRAVEL DEMAND MODERATED SOMEWHAT TOWARDS THE END OF Q3, WITH ITS OUTLOOK ASSUMING THE DIRECT AND INDIRECT IMPACTS OF THE MIDDLE EAST AND NOTING THAT GEOPOLITICAL AND MACROECONOMIC UNCERTAINTY MAY AFFECT NEAR-TERM TRAVEL TRENDS

BOOKING $BKNG Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $9.8B (Est. $9.55B) 🟢; +9% YoY 🔹 GAAP Revenue: $8.9B; -1% YoY 🔹 Adj. EPS: $4.66 (Est. $4.50) 🟢; +17% YoY 🔹 Adjusted EBITDA: $4.61B (Est. $4.5B) 🟢 🔹 GAAP Operating Income: $3.42B FY26 Guide: 🔹 Adjusted Revenue Growth: High Single Digits 🔹 Adjusted EBITDA Growth: High Single Digits 🔹 Adjusted EPS Growth: High Single Digits Q4 Guide: 🔹 Adjusted Revenue Growth: 0%-2% (Est. +7.0%) 🔴 🔹 Adj. EBITDA Growth: About Flat (Est. +9.8%) 🔴 🔹 Adj. EPS Growth: Low to Mid-Teens (Est. +18.1%) 🔴 🔹 Room Nights Growth: 1%-3% 🔹 Gross Bookings Growth: 2%-4% 🔹 Constant Currency Gross Bookings Growth: 4%-6% Other Q3 Metrics: 🔹 Gross Bookings: $54.5B; +10% YoY 🔹 Room Nights: 345M; +7% YoY 🔹 Merchant Revenues: $7.00B (Est. $6.81B) 🟢 🔹 Agency Revenues: $2.46B (Est. $2.44B) 🟢 Key Updates: 🔹 FTC Matter: $900M revenue reduction; $100M accrued loss — excluded from adjusted figures Capital Return: 🔹 Dividend: $0.42/share 🔹 Stock Repurchases: $2.1B; $12.4B authorization remaining Comments: 🔸 “While geopolitical and macroeconomic uncertainty may affect near-term travel trends, we remain focused on making travel easier, helping our partners succeed, and investing in our business for the long term.” 🔸 “As AI transforms the ways to discover, plan, and book travel, we continue to make progress integrating AI across our brands, developing AI-native experiences, and collaborating with industry- leading AI platforms.”