Restaurants, Travel and Leisure
Restaurants, Travel and Leisure OTAs
The take, not the trip
Booking $26.92B, Expedia $14.73B, Airbnb $12.24B. That is GAAP revenue, about 12% to 13% of each company's booking pool.
The booking pool
Booking $186.1B gross bookings (merchant $130.0B, agency $56.1B). Expedia $119.6B. Airbnb $91.3B GBV. These are not revenue.
Nights are not one statistic
Booking 1,235 million room nights. Airbnb 533.0 million nights and seats. Expedia 415.4 million booked room nights. Airbnb includes seats. Do not read the middle bar as hotel rooms only.
