B2C Consumer App / Platform · vs · B2B SaaS Provider
Booking Holdings vs Guesty
Structured technology and market comparison · 2026
Direct Feature Comparison
Booking Holdings · vs · GuestyGlobal travel marketplace and metasearch group with reservation software assets.
Short-term rental software for property managers and hospitality operators.
Analyze all overlapping signals and tech stacks for Booking Holdings and Guesty
Compare mutual enterprise clients, monetization models, live market signals, and partner networks directly in the interactive Knowledge Graph.
Comparison Analysis
What is the main difference between Booking Holdings and Guesty?
When comparing Booking Holdings and Guesty, both platforms operate within the Landing Page & Funnel Builder and Display, Web & Mobile ecosystem. Booking Holdings is positioned as Global travel marketplace and metasearch group with reservation software assets, whereas Guesty focuses on Short-term rental software for property managers and hospitality operators. Decision-makers evaluate both solutions when orchestrating their commercial monetization and technology stack.
What are the top alternatives to Booking Holdings and Guesty?
When evaluating Booking Holdings and Guesty, enterprise buyers also consider other platforms in Landing Page & Funnel Builder and Display, Web & Mobile. You can discover the full competitive landscape and evaluate other alternatives by viewing their respective footprint profiles on Polaris7.
Market Signals
Recent Market Signals & Activity: Booking Holdings vs Guesty
Documented market movements, strategic partnerships, product releases, and regulatory developments mapped across Polaris7.
Booking Holdings
Recent Signals
- ·SEC APIfinancials
10-Q Financial Filing Analysis for Booking Holdings (2026-08-04)
Booking Holdings reported solid financial performance for the second quarter ended June 30, 2026, with total revenues rising 8.1% year-over-year to $7.35 billion, up from $6.80 billion in Q2 2025. Growth was anchored by a 15.0% expansion in merchant revenues to $5.13 billion, driven by Booking.com's ongoing strategic transition toward merchant models and Connected Trip offerings. Operating income expanded 11.1% to $2.50 billion, while net income surged to $1.95 billion ($2.53 per diluted share) from $895 million ($1.10 per diluted share) in the prior-year period, supported by lower net non-operating expenses and foreign currency remeasurement gains. Total gross bookings reached $50.96 billion (+9.0% YoY), reflecting 325 million room nights booked (+5.3% YoY).
- Q2 2026 total revenues rose 8.1% YoY to $7.35 billion, driven by a 14.5% increase in merchant gross bookings to $37.00 billion and 5.3% growth in room nights booked to 325 million.
- Operating income increased 11.1% YoY to $2.50 billion with an operating margin of 34.0%, while net income reached $1.95 billion ($2.53 diluted EPS).
- Active capital return continued with $3.79 billion spent on common stock repurchases during Q2 2026, leaving $14.5 billion in remaining repurchase authorization.
- ·CNBC InvestingFinancials
Booking Holdings Stock Is Not an AI Victim, Data Shows
Despite fears that AI chatbots would disrupt online travel agencies, Booking Holdings' stock is trading at a discount. The company continues to meet growth targets, with LLM traffic accounting for under 1% of room nights. Direct bookings are growing, and its payments and supply moat are defensible. The Q3 goodwill impairment at Kayak is cited, but the core business remains strong. Valuation at 15.3x forward earnings vs. 22.3x historical average suggests upside. The article argues the AI threat is overblown, as AI agents often hand off checkout to Booking.
- Booking Holdings trades at 15.3 times forward earnings vs. 10-year average of 22.3 times.
- Traffic from large language models remains below 1% of Booking's room nights.
- Booking recorded a $457 million goodwill impairment at Kayak due to rising customer acquisition costs.
- ·PR Newswire: Advertising & MarketingCybersecurity
SecureSky acquires Soveren to add real-time DSPM
SecureSky, a provider of exposure management and AI-based MDR services, has acquired Soveren, a London-based data security posture management (DSPM) innovator. The acquisition integrates Soveren's real-time, ML-based sensitive data discovery and classification into SecureSky's Active Protection Platform. Soveren's technology uses eBPF-powered network analysis to inspect encrypted traffic, achieving 98% accuracy with zero application impact. The deal expands SecureSky's offerings to include continuous data visibility and protection across cloud and on-premises environments. Soveren had raised $10 million from investors including founders of Airbnb, Slack, and Datadog. Financial terms of the acquisition were not disclosed.
- SecureSky acquired Soveren, a London-based DSPM company.
- Soveren's technology enables real-time sensitive data discovery in encrypted traffic.
- Soveren had raised $10 million from investor backing.
Guesty
Recent Signals
- ·PR Newswire: Advertising & MarketingM&A
Guesty completes acquisition of French PMS Smily
Guesty, the AI platform for short-term rentals, has completed its acquisition of Smily (formerly BookingSync), a French property management system and channel manager founded in 2005. This strategic move strengthens Guesty's presence in France, the world's second-largest short-term rental market with over one million active listings and $9 billion in gross booking value over the past year. Smily, which has processed over €3.3 billion in bookings for 13 million travelers, will see its product, engineering, and customer support teams integrated with Guesty's, with a focus on bringing AI capabilities like Agent Hub to the French market. All five Smily founders and some shareholders are reinvesting part of the proceeds into Guesty equity. Terms of the deal were not disclosed, but Guesty is backed by $410 million in funding from investors including KKR, Apax Digital Fund, and Inovia Capital.
- Guesty completed the acquisition of Smily, a French property management system and channel manager.
- Smily was founded in 2005 and has processed over €3.3 billion in bookings for 13 million travelers.
- France has over 1 million active short-term rental listings and $9 billion in gross booking value over the past year.
Compare their exact ecosystem overlaps.
Explore all deep relationships in Polaris7. Discover exactly which mutual clients, integrated technologies, and overlapping partners Booking Holdings and Guesty share across the market ecosystem.