Booking's top Genius members (Levels 2 and 3) made up more than 30% of active customers and a high 50% share of room nights in the June quarter, both up from a year earlier. Direct room nights kept growing, with the direct share of consumer room nights in the mid-60% range, though pressure on unpaid search traffic continued and large language model traffic stayed well below 1% of room nights. Booking plans a $100 million investment in Vayo, a new company offering a personal travel agent, announced October 14, 2026. The stock (BKNG) fell 29.0% in the year to October 28, 2026, while the S&P 500 returned 14.0%. For the September quarter, management guided room nights up 3% to 5% and gross bookings and revenue up 4% to 6%, versus June-quarter gains of 9% and 8%.
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