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.”