Booking Holdings beat earnings expectations with $6.3 billion（約1兆円） in Q4 revenue and announced a 25-for-1 stock split to make shares more accessible to retail traders. The company is reinvesting approximately $700 million（約1100億円） in 2026 to advance generative AI features that help travelers plan and book trips more easily. The moves reflect management's confidence that AI-powered tools can drive the next phase of growth for the travel platform.
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Booking Holdings reported fourth-quarter revenue of $6.3 billion（約1兆円）, beating Wall Street estimates of $6.13 billion（約9800億円）, and announced a 25-for-1 stock split effective April 2. The company also said it would reinvest approximately $700 million（約1100億円） above baseline investments in 2026 on generative AI capabilities, its Connected Trip vision, Asia and U.S. expansion, and advertising.
Why it matters
The revenue beat and AI investment signal confidence in the company's growth strategy to travelers and investors. CEO Glenn Fogel noted the company has deployed AI at scale for over a decade and is now rolling out agentic capabilities—AI systems that help customers discover trips, make informed bookings, and receive faster support through natural language search and interactive agents.
What to watch
The stock split will make post-split shares cheaper for retail investors starting April 6. Booking expects fiscal 2026 revenue to grow in the low double digits and adjusted earnings per share to grow in the mid-teens percentage range.
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