Alex (TSOH Investment Research)
tsohinvesting.bsky.social
Alex (TSOH Investment Research)
@tsohinvesting.bsky.social
Thanks Tony!
November 25, 2025 at 9:21 PM
Thanks VegasSteve!
November 25, 2025 at 6:42 PM
Thanks Dave!
November 25, 2025 at 5:08 PM
Correct, gross booking value (GBV) is the total dollar value of all travel services booked by customers, net of cancellations; it's a separate metric that each of those companies report, see the images below for an example from ABNB.
November 25, 2025 at 4:57 PM
Thanks for the shoutout Linda!
November 25, 2025 at 4:51 PM
Thanks for the shoutout Carl, much appreciated!
November 25, 2025 at 4:50 PM
This is GBV, so not impacted by revenue recognition
November 25, 2025 at 4:50 PM