2025 10 Investor Presentation

Booking Holdings
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

6
coverage by narrative range · generated from this deck JSON

Slide inventory

37
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · Setup
04
The slide uses a background image of a traveler, typical for corporate overview slides.summarize
Open slide detailBeat · Setup
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Includes CAGR annotations for revenue and EPS trends.summarize
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The slide uses a flywheel-style diagram to connect strategic pillars to financial targets.present_framework
07
The slide uses a numbered list format to represent a progression of growth initiatives from market-level drivers to long-term strategic vision.present_solution
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transition
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The slide uses a donut chart to show market composition and a bar chart to show the growth of the accommodations segment.size_opportunity
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transition
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide uses a stacked bar chart to show the growth of AA vs Hotel listings over three years.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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AA likely stands for Alternative Accommodations. The slide highlights growth metrics for the business unit.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
13
The slide uses a simple arithmetic buildup to quantify the total addressable market within the existing partner base.size_opportunity
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
14
The chart shows a trend line for flight tickets booked, with callouts for 2019 and Q3'25.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
15
transition
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The central graphic is a circular arrow diagram representing a flywheel or network effect between travelers and suppliers.present_solution
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
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The slide uses a tiered benefit structure to illustrate the loyalty program's value proposition.present_solution
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
18
transition
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
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The slide uses a trend-based layout to show inverse correlation between marketing spend percentage and direct mix percentage.summarize
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
20
The slide uses a bar chart to demonstrate operating leverage (revenue growth > expense growth).quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
21
present_solution
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
22
The slide uses a world map background to visually anchor regional performance metrics.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
23
transition
Open slide detailBeat · SatisfactionLoop · Voice Of Customer
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The slide uses a hub-and-spoke diagram to represent the interconnected nature of Booking Holdings' service offerings.present_solution
Open slide detailBeat · SatisfactionLoop · Voice Of Customer
25
The slide uses a split-layout with a dark blue sidebar for key messaging and a light background for the payment method categorization.present_solution
Open slide detailBeat · SatisfactionLoop · Voice Of Customer
26
present_solution
Open slide detailBeat · SatisfactionLoop · Voice Of Customer
27
transition
Open slide detailBeat · SatisfactionLoop · Voice Of Customer
28
The slide uses a consistent color scheme (dark blue for full years, grey for LTM) to present growth metrics.summarize
Open slide detailBeat · SatisfactionLoop · Voice Of Customer
29
The slide uses bar charts to visualize financial performance metrics with YoY percentage changes.quantify_impact
Open slide detailBeat · SatisfactionLoop · Voice Of Customer
30
The slide uses a consistent color scheme (dark blue for historical, grey for current period) to highlight financial health.summarize
Open slide detailBeat · Action
31
The slide highlights investment-grade ratings, cash/debt levels, share repurchase authorization, and dividend growth alongside a stacked bar chart of debt matursummarize
Open slide detailBeat · Action
32
transition
Open slide detailBeat · Action
33
Includes detailed line-item adjustments for various financial events (pension, impairments, tax, etc.).analyze_data
Open slide detailBeat · Action
34
The table includes specific line items for adjustments (a) through (h) and (i) through (s), with additional margin and leverage metrics at the bottom.analyze_data
Open slide detailBeat · Action
35
Includes LTM periods ending 9/30/2025 and 9/30/2024, and fiscal years 2022-2024.summarize
Open slide detailBeat · Action
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This slide contains 20 distinct disclosure notes (a-t) regarding financial adjustments.appendix
Open slide detailBeat · Action
37
The table includes specific line-item adjustments such as pension fund matters, fines, tax matters, and transformation costs.analyze_data
Open slide detailBeat · Action