Who supplies Booking Holdings, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Booking Holdings files 8-Ks, announces contracts, or beats guidance.
13 companies with a disclosed relationship to Booking Holdings · 1 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Airlines (3) | ||||||||||
| UAL | Flight inventory | supplier | - | - | - | - | - | 419 | 20% exp79 | |
| DAL | Flight inventory | supplier | - | - | - | - | - | 51 | 20% exp79 | |
| AAL | Flight inventory | supplier | - | - | - | - | - | 22 | 15% exp77 | |
| Travel Supply (3) | ||||||||||
| HLT | Hotel inventory | supplier | - | - | - | - | - | 55 | 20% exp79 | |
| MAR | Hotel inventory | supplier | - | - | - | - | - | 34 | 20% exp79 | |
| H | Hotel inventory | supplier | - | - | - | - | - | 5 | 15% exp77 | |
| Payments (2) | ||||||||||
| AXP | Travel rewards ecosystem | partner | - | - | - | - | - | 93 | 20% exp79 | |
| V | Payment rails | partner | - | - | - | - | - | 1 | 15% exp77 | |
| Channel & Distribution (1) | ||||||||||
| GOOGL | Search demand and travel competitor | partner | - | - | - | - | - | 2 | 15% exp77 | |
| Competitor (4) | ||||||||||
| EXPE | Online travel | competitor | - | - | - | - | - | 35 | 20% exp79 | |
| TRIP | Travel discovery | competitor | - | - | - | - | - | 25 | 20% exp79 | |
| ABNB | Alternative accommodations | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| UBER | Ground travel adjacency | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.