Market2026-08-04

On a Q2 2026 earnings call held Tuesday, Aug. 4, 2026, Booking Holdings President and CEO Glenn Fogel said the company's "connected trip" strategy and its AI deployments advanced during the quarter. Connected trip transactions grew in the low double digits, more than twice the rate of Booking.com's total transaction growth, and made up a low double-digit share of Booking.com transactions. Fogel said voice AI support has been scaled across the majority of eligible inbound traveler calls, with customer service cost per booking falling at a double-digit rate while satisfaction held. Booking.com is testing an AI-powered discovery experience, Agoda launched Gallery View, and Priceline is deploying a next-generation version of its agentic assistant Penny, including integrated hotel checkout. Revenue was $7.4 billion, up 8% year over year, with gross bookings up 9%. AI-driven referrals remain a small contributor, Fogel said.

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