NASDAQ:BKNG

Square and OpenTable Expand Partnership to Unify Restaurant Guest and Payment Data

Block’s (NYSE: XYZ) Square and OpenTable, part of Booking Holdings (NASDAQ: BKNG), announced an expanded strategic partnership Tuesday that will more deeply integrate restaurant reservations, guest information and payment data.

The partnership builds on the companies’ point-of-sale integration launched in 2022 and is designed to give restaurant operators a more complete view of customers by combining OpenTable’s reservation and dining-preference data with Square’s transaction and operational information.

Square Connects Reservations With Customer Spending

Under the expanded integration, restaurants can combine reservation history, dining preferences and transaction information within a unified guest profile.

That means operators can connect a reservation with what a customer ordered, how much they spent, their payment method and whether they returned. Restaurants can then use those insights for personalized marketing, loyalty programs and customer engagement.

The integration will also allow restaurants to measure the financial value of reservations by linking bookings with spending, repeat visits and customer lifetime value.

For Square, the partnership strengthens its broader restaurant technology offering beyond payment processing and point-of-sale services. Connecting payments with customer and reservation data could make Square's ecosystem more valuable to restaurant operators while increasing customer retention across its software and hardware products.

Partnership Expands Across Six Markets

The enhanced Square-OpenTable integration will serve restaurants across the U.S., Canada, U.K., Australia, Ireland and France.

The companies also plan additional enhancements, including faster onboarding, improved reservation workflows, richer customer intelligence across ordering channels and deeper integration between loyalty, customer engagement and payments.

The partnership reinforces Square's strategy of developing its platform into a broader operating system for restaurants rather than functioning primarily as a payments provider. Combining Square's transaction data with OpenTable's restaurant network and reservation information could give both platforms a stronger competitive position as restaurants increasingly seek integrated technology rather than multiple disconnected systems.
## Booking Holdings Stock Jumps 5% After Strong Q2 Results as Travel Demand Remains Resilient

Booking Holdings (NASDAQ: BKNG) shares climbed 5% after-hours on Tuesday after the online travel company reported strong second-quarter results, driven by resilient global travel demand, higher bookings, and improved profitability despite ongoing geopolitical and macroeconomic uncertainty.

Second-quarter gross bookings increased 9% year over year to $51.0 billion, while revenue rose 8% to $7.4 billion. Room nights reached 325 million, up 5% from a year earlier, reflecting continued healthy travel demand across the company's global platform.

Profitability also improved significantly. GAAP net income more than doubled to $2.0 billion, while adjusted net income increased 8%. Adjusted EPS rose 15% to $2.54, and adjusted EBITDA grew 9% to $2.6 billion. Operating cash flow increased 16% to $3.7 billion, with free cash flow also rising 16% to $3.6 billion.

Management highlighted continued strength in domestic travel, while noting that international demand has remained resilient despite geopolitical uncertainty. Alternative accommodation room nights increased 4%, and average daily rates also improved during the quarter.

The company also increased the expected annual run-rate savings from its Transformation Program to approximately $650 million by the end of 2027, providing additional flexibility to invest in future growth initiatives while improving operating efficiency.

Booking Holdings continued returning capital to shareholders by repurchasing $3.7 billion of stock during the quarter and announcing a quarterly dividend of $0.42 per share.

Looking ahead, management expects third-quarter room night growth of 3% to 5%, gross bookings growth of 4% to 6%, revenue growth of 4% to 6%, and low- to mid-teens adjusted EPS growth. While the company continues to monitor geopolitical tensions in the Middle East and their potential impact on international travel, it said overall travel demand has remained resilient entering the third quarter.

Investors welcomed the combination of steady travel demand, expanding profitability, robust cash generation, an improved cost-saving outlook, and continued shareholder returns, reinforcing confidence that Booking Holdings remains well positioned despite an uncertain macroeconomic backdrop.
Booking Holdings shares fall in futures despite strong Q1 results on cautious outlook

Shares of Booking Holdings Inc. (BKNG) moved lower [165.70, (-4.40%)] in after-hours and futures trading, as investors focused on a cautious outlook and geopolitical risks despite strong first-quarter results.

The Booking Holdings Inc. reported solid Q1 2026 performance, with revenue rising 16% to $5.5 billion and gross bookings increasing 15% to $53.8 billion. Room nights grew 6% to 338 million, although growth was negatively impacted by the Middle East conflict.

Profitability was a key highlight. Net income surged 225% to $1.1 billion, while adjusted EBITDA rose 19% to $1.3 billion, reflecting strong operational execution and margin improvement.

However, the market reaction was negative. According to MarketWatch, Yahoo Finance, and Barron's, the stock declined in futures trading as investors focused on slower expected growth and ongoing geopolitical uncertainty.

The company guided for Q2 revenue growth of 4%–6%, with room night growth of only 2%–4%, indicating a moderation from the strong Q1 pace. Management also highlighted continued disruption from the Middle East conflict and broader uncertainty in global travel demand.

Overall, the share price decline reflects a classic market reaction where strong current results are overshadowed by cautious forward guidance and macro risks, particularly geopolitical tensions affecting travel demand.
Booking Holdings to Make First Quarter 2026 Earnings Press Release Available on April 28
Booking Holdings will post its first quarter results at 4:00 p.m. ET on Tuesday, April 28.
Fourth quarter and full year 2025 financial results for Booking Holdings (NASDAQ: BKNG) will be released at 4:00 p.m. ET on February 18
Booking Holdings announced that Brigit Zimmerman has been appointed Chief Executive Officer of Priceline, effective January 1, 2026. She succeeds Brett Keller, who will retire after 26 years with the company and continue as Special Advisor to the CEO until May 2026.

Zimmerman, currently Priceline’s Chief Commercial Officer, has been with the company since 2013, overseeing key business segments including hotels, flights, and packages. Prior to joining Priceline, she held leadership roles at United Airlines and holds an MBA from Indiana University’s Kelley School of Business.

Booking Holdings CEO Glenn Fogel praised Keller’s leadership and credited Zimmerman with helping drive Priceline’s strategic growth and innovation. Zimmerman said she is honored to lead the company into its next chapter, focusing on making travel more accessible and affordable through technology and innovation.
Booking 3Q Results

Booking Holdings to Make Third Quarter 2025 Earnings Press Release Available on Company's Investor Relations Website on October 28
Booking Holdings (NASDAQ: BKNG) announced today that it intends to hold a conference call to discuss its third quarter 2025 financial results on Tuesday, October 28 at 4:30 p.m. ET.
Second quarter 2025 financial results for Booking Holdings (NASDAQ: BKNG) will be made available at approximately 4:00 p.m. ET on July 29 through a press release posted to the company's Investor Relations website: http://ir.bookingholdings.com.
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