Here are three quotes that stood out to me from a big group of earnings calls yesterday.
The companies saw year-over-year revenue growth of 8.1%, 12.7% and 20.4% respectively. 📈
My gut instinct after reading & listening to hundreds of these is that Booking were solely talking about organic search traffic and not paid.
I've tried to clarify through a few sources but at the very least, I can't find anything contrary to that.
Just keep it in mind as I always try to be accurate, and it's also not always easy to know if they're talking about Booking or their network of sites as a whole.
On the AI SEO front, CFO Ewout Steenbergen added,
"The number of leads that we are receiving from large language models [is] relatively small, but it's growing."
These quotes are just one part of a bigger story, so never make investments based on them, but I hope you find them interesting too 🤝
The companies saw year-over-year revenue growth of 8.1%, 12.7% and 20.4% respectively. 📈
My gut instinct after reading & listening to hundreds of these is that Booking were solely talking about organic search traffic and not paid.
I've tried to clarify through a few sources but at the very least, I can't find anything contrary to that.
Just keep it in mind as I always try to be accurate, and it's also not always easy to know if they're talking about Booking or their network of sites as a whole.
On the AI SEO front, CFO Ewout Steenbergen added,
"The number of leads that we are receiving from large language models [is] relatively small, but it's growing."
These quotes are just one part of a bigger story, so never make investments based on them, but I hope you find them interesting too 🤝