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Glenn Fogel

President, Chief Executive Officer & Director, Booking Holdings

Search every verified Glenn Fogel interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Glenn Fogel, CEO of Booking Holdings, has been discussing the company’s focus on artificial intelligence and its integration into travel services. In interviews and earnings calls, he described the company’s AI-powered agentic tool, Penny, as having doubled its adoption each month, though he noted it remains a small portion of total bookings. Fogel stated that the company is investing in generative AI, fintech, and its “connected trip” vision, which aims to combine multiple travel services into a single, seamless experience. He also highlighted the company’s transformation program, which he said had enabled approximately $550 million in annual run-rate savings by the end of 2025, with plans to reinvest those savings into strategic priorities. Fogel has also addressed broader industry and economic topics. He stated that he does not believe large language models pose an immediate threat to travel platforms, calling that concern “overblown.” He discussed the impact of AI on jobs, saying that while new roles are created, the speed of job displacement and the challenges for displaced workers are significant concerns. Fogel emphasized the company’s responsibility to help employees become “AI literate.” On geopolitical shifts, he noted that Booking Holdings is seeing changes in travel patterns, such as Europeans traveling less to the U.S., but said the company is agnostic to destination and well-diversified globally. He also stated that the company no longer expects to be a major player in China’s domestic or outbound travel market.

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