Current Liabilities

Deferred merchant bookings

Booking Holdings Inc. Deferred merchant bookings decreased by 16.1% to $5.27B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 30.7%, from $4.03B to $5.27B. Over 5 years (FY 2020 to FY 2025), Deferred merchant bookings shows an upward trend with a 74.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionCurrent Liabilities
CategoryGrowth
SignalHigher is better
VolatilityVolatile
First reportedQ4 2016
Last reportedQ4 2025

How to read this metric

An increase signals strong future demand and booking volume, while a decrease may indicate slowing travel demand or seasonal shifts.

Detailed definition

Customer payments received in advance for travel services that have not yet been fulfilled or recognized as revenue. Thi...

Peer comparison

A key performance indicator for online travel agencies, reflecting the scale of the booking platform's intermediary role.

Metric ID: current_liabilities_deferred_merchant_bookings

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$1.90B$1.09B$906.00M$2.77B$4.40B$2.25B$2.22B$4.50B$6.04B$3.72B$3.25B$5.33B$6.93B$4.91B$4.03B$6.87B$9.15B$6.28B$5.27B
QoQ Change-42.7%-16.6%+205.2%+59.0%-48.7%-1.3%+102.4%+34.2%-38.5%-12.5%+63.7%+30.1%-29.2%-17.9%+70.5%+33.2%-31.3%-16.1%
YoY Change+131.8%+107.5%+145.4%+62.7%+37.4%+65.0%+46.4%+18.4%+14.8%+32.0%+23.9%+29.0%+32.0%+28.0%+30.7%
Range$906.00M$9.15B
CAGR+25.5%
Avg YoY Growth+53.7%
Median YoY Growth+32.0%
Current Streak2 quarters decline

Frequently Asked Questions

What is Booking Holdings Inc.'s deferred merchant bookings?
Booking Holdings Inc. (BKNG) reported deferred merchant bookings of $5.27B in Q4 2025.
How has Booking Holdings Inc.'s deferred merchant bookings changed year-over-year?
Booking Holdings Inc.'s deferred merchant bookings increased by 30.7% year-over-year, from $4.03B to $5.27B.
What is the long-term trend for Booking Holdings Inc.'s deferred merchant bookings?
Over 5 years (2020 to 2025), Booking Holdings Inc.'s deferred merchant bookings has grown at a 74.8% compound annual growth rate (CAGR), from $323.00M to $5.27B.
What does deferred merchant bookings mean?
Cash received from customers for bookings that have not yet taken place.

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