Booking CFO: The AI Threat Isn't ‘Really a Risk at All' [Yahoo! Finance]
Booking Holdings Inc. (BKNG)
Last booking holdings inc. earnings: 2/26 04:04 pm
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Source: Yahoo! Finance
Booking Holdings Chief Financial Officer Ewout Steenbergen said Tuesday the traffic that his company receives from the large language models “is very small” and “it's not growing.” “I think that's, for me, a bit of the surprise over the last few months,” Steenbergen said at a Morgan Stanley tech conference in San Francisco. “It's more or less stable. Some months slightly higher, other months slightly lower. But there's not really an underlying trend.” While many investors think the OTAs are about to see travelers abandoning them in droves, Steenbergen said, “I don't think disintermediation is really a risk at all.” On the other hand, the Booking CFO said a potentially “more realistic risk” is that Booking would lose some of its direct traffic. In its consumer businesses in 2025, direct traffic to Booking's platforms was in the mid-60% range. Steenbergen said travelers are using answer engines — such as ChatGPT and Google's Gemini — to do research, and build itineraries, but t
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BKNG
Earnings
- 2/18/26 - Beat
BKNG
Sec Filings
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- BKNG's page on the SEC website