Operations
Primary
1d ago
Glenn Fogel's routine share sale grabbed a headline, but the $700 million Booking is pouring into AI and its "Connected Trip" strategy in 2026 is what should keep every hotel operator up tonight thinking about who owns their guest relationship.
Booking Holdings just posted a year where room nights grew 8%, free cash flow hit $9.1 billion, and they're plowing $700 million into AI and loyalty to make sure your guests keep booking through them. The question every operator should be asking isn't whether Booking had a good year... it's how much of that year came out of your margin.
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