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Booking Holdings | 10-Q: Q2 2024 Earnings Report

Booking Holdings | 10-Q: Q2 2024 Earnings Report

Booking Holdings | 10-Q：2024财年二季报
美股SEC公告 ·  2024/08/02 05:16

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Booking Holdings reported strong Q2 2024 results with total revenues increasing 7% year-over-year to $5.86 billion, driven by a 7% rise in room nights to 287 million. Merchant revenues grew 24% to $3.45 billion while agency revenues declined 12% to $2.14 billion, reflecting the ongoing shift to merchant bookings which reached 62% of total gross bookings.Operating income rose 11% to $1.86 billion despite higher marketing expenses of $1.94 billion, up 8% YoY. The company maintained marketing efficiency with performance marketing expenses as a percentage of gross bookings in line with prior year, benefiting from increased direct bookings. Personnel expenses grew 7% to $807 million due to a 5% increase in headcount to 24,150 employees.Looking ahead, Booking Holdings expects Q3 2024 room nights growth of 3-5% YoY with gross bookings increasing 2-4%. For full year 2024, the company projects gross bookings growth above 6% and revenue growth exceeding 7%. The Board declared a quarterly dividend of $8.75 per share payable September 30, 2024, while maintaining its share repurchase program with $10.6 billion remaining authorization.
Booking Holdings reported strong Q2 2024 results with total revenues increasing 7% year-over-year to $5.86 billion, driven by a 7% rise in room nights to 287 million. Merchant revenues grew 24% to $3.45 billion while agency revenues declined 12% to $2.14 billion, reflecting the ongoing shift to merchant bookings which reached 62% of total gross bookings.Operating income rose 11% to $1.86 billion despite higher marketing expenses of $1.94 billion, up 8% YoY. The company maintained marketing efficiency with performance marketing expenses as a percentage of gross bookings in line with prior year, benefiting from increased direct bookings. Personnel expenses grew 7% to $807 million due to a 5% increase in headcount to 24,150 employees.Looking ahead, Booking Holdings expects Q3 2024 room nights growth of 3-5% YoY with gross bookings increasing 2-4%. For full year 2024, the company projects gross bookings growth above 6% and revenue growth exceeding 7%. The Board declared a quarterly dividend of $8.75 per share payable September 30, 2024, while maintaining its share repurchase program with $10.6 billion remaining authorization.
Booking Holdings报告了2024年第二季度强劲的业绩，总营业收入同比增长7%，达到58.6亿美金，得益于房晚数量增长7%，达到28700万晚。商户收入增长24%，达到34.5亿美金，而代理收入下降12%，至21.4亿美金，反映出商户预订的持续转变，占总毛预订的62%。尽管营销支出达到19.4亿美金，同比增长8%，经营收入仍然增长11%，达到18.6亿美金。公司保持了营销效率，绩效营销费用占毛预订的比例与去年持平，受益于直接预订的增加。由于员工人数增加5%，达到24150人，人员费用增长7%，达到80700万美金。展望未来，Booking Holdings预计2024年第三季度房晚增长将为3-5%，毛预订增长为2-4%。对于2024年全年，公司预计毛预订增长超过6%，营业收入增长超过7%。董事会宣布每股8.75美金的季度股息，将于2024年9月30日支付，同时继续维护其股票回购计划，剩余授权106亿美金。
Booking Holdings报告了2024年第二季度强劲的业绩，总营业收入同比增长7%，达到58.6亿美金，得益于房晚数量增长7%，达到28700万晚。商户收入增长24%，达到34.5亿美金，而代理收入下降12%，至21.4亿美金，反映出商户预订的持续转变，占总毛预订的62%。尽管营销支出达到19.4亿美金，同比增长8%，经营收入仍然增长11%，达到18.6亿美金。公司保持了营销效率，绩效营销费用占毛预订的比例与去年持平，受益于直接预订的增加。由于员工人数增加5%，达到24150人，人员费用增长7%，达到80700万美金。展望未来，Booking Holdings预计2024年第三季度房晚增长将为3-5%，毛预订增长为2-4%。对于2024年全年，公司预计毛预订增长超过6%，营业收入增长超过7%。董事会宣布每股8.75美金的季度股息，将于2024年9月30日支付，同时继续维护其股票回购计划，剩余授权106亿美金。
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