#Priceline
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shitposzting.bsky.social
Another reason I detest sites like Expedia/priceline/ weird sketchy 3rd party sites. They will trick guests into thinking they booked with us fired & end up paying them MORE right away than what their reservation was.
February 18, 2026 at 10:42 PM
fymyawf.bsky.social
I'd like to upgrade from my booked NYNY lodging on my birthday trip, but every other MGM prop is crazy expensive and any other resort complex or Priceline would be even more so. NYNY is fine but I do like to go a bit more posh on birthdays, since who knows how many more I have?
February 18, 2026 at 8:58 PM
lavenderblazed.swifties.social
yeah they're just outright admitting that it's bc of the Eras tour
"our data shows that people are increasingly willing to travel for the experiences they care about most," said Christina Bennett, a consumer travel trends expert at Priceline. That point was made by Taylor Swift's eras tour, which had fans flying around the globe and which eventually racked up $2 billion in ticket sales.
February 18, 2026 at 8:32 PM
isweedan.bsky.social
Here's one of the questions on my latest Disney Survey - DFB is a named example! they're asking me if I asked AI to plan my trip!
Which of the following were significant sources of information and research materials you used when planning your recent visit to the Walt Disney World Resort, prior to booking your most recent visit? (Please select all that apply.) Past experience Non-Disney owned website/blog (e.g., Undercover Tourist, Disney Food Blog, etc.) My Disney Experience / Walt Disney World app Discussion forums (e.g., Disboards) planDisney (official Disney panel of real Guests providing advice) YouTube and/or other social media (e.g., X, Instagram, Facebook, Pinterest, TikTok, etc.) Generative AI (e.g., Chat GPT, CoPilot, etc.) Disney Reservation Center/Disney Central or Disney Vacation Club Member Services Travel agent Online travel aggregators (e.g., Expedia, Priceline, Travelocity, etc.) Walt Disney World website(s) Friends/Family/Coworkers Other (please specify)
February 16, 2026 at 2:32 AM
binchicken9000.bsky.social
Oh, no, Priceline, I'm sure it's perfectly reasonable to give your customers buying this 'hair growth spray' (key ingredients: caffeine & clover flower extract) the impression that they can expect similar results to this Before & After picture.
Screenshot of Priceline Mobile site: GEORGIEMANE Hair Growth Spray 100mL SKU: 187118 Picture of Hair Growth Spray pump bottle. Promote hair growth with this effective leave-in formula, which delivers powerful ingredients to the roots of your hair. Perfect for thin or slow growing hair. Simply spray onto scalp and say hello to thicker, longer and stronger locks. See more.. $34.99 Add to cart Screenshot of Priceline Mobile site: Same item page, but with one of the additional pictures. This time, Before and After photos. The Before showing on overhead view of the advanced thinning of a brunette woman. Probably Type 3 on the Ludwig scale. The After showing a similar overhead view, but with all hair completely restored!
February 15, 2026 at 5:04 AM
epsteinweb.bsky.social
Parts 1-2/2 — EFTA01358948.jpg
#epsteinweb #efta01358948
https://epsteinweb.org
EFTA01358948 | EFTA01358948 Page 14 889 F.3d 116, *; 2018 U.S. App. LEXIS 11909, ** To evidence intentional deceit, the plaintiffs present: expert witness testimony describing the characteristics of the pages as inherently deceptive; a 2010 congressional report condemning Trilegiant's post-confirmation offer and refund mitigation practices as deceptive and exploitative in 2010;2 [*121] and the testimonials of duped plaintiffs. For example, Debbie Williams testified that she was enrolled in the "Great Fun" program after booking a hotel room on Priceline in 2009. Supp. App. 42. She cancelled her membership in October 2011 after discovering the recurring charges on her bank statements. At her deposition, she did not recall ever seeing the offer screen, but also did not deny that she may have selected "YES" or entered her personal information. Id. The other named plaintiffs claimed similar experiences. 2 The report published by a joint committee of the United States Senate condemning Trilegiant's practices led in part to legislation that outlawed passive datapass and related conduct. The banned practices are not directly at issue in this lawsuit. The plaintiffs initiated a class action in 2010 against Trilegiant and (its parent) Affinion Group LLC. Their 2012 amended complaint ("the complaint") included claims under the Racketeer Influenced and Corrupt Organizations Act ("RICO"), 18 U.S.C. §§ 1961-1968; the Electronic Communications Privacy Act ("ECPA"), 18 U.S.C. § 2511; the Connecticut Unfair Trade Practices Act ("CUTPA"), Conn. Gen. Stat. Sec. 42-110; the California automatic renewal statute, Cal. Bus. & Prof. Code § 17600 et seq.; and common law unjust enrichment. The e-merchants and various financial institutions were also added as co-defendants. In 2014 the district court dismissed the RICO claims, the California state law claims, and most of the CUTPA claims. Claims against certain defendants were dismissed entirely. After extensive discovery, the district court granted summary judgment dismissing the ECPA claim and remaining state claims. rn On appeal, Plaintiffs challenge only the grant of summary judgment on the ECPA claim, the dismissal of the RICO and RICO conspiracy claims, and the grant of summary judgment on the CUTPA and unjust enrichment claims. II [HN1] We review de novo the grant of summary judgment on the ECPA claim. N.Y. State Rifle and Pistol Ass'n v. Cuomo, 804 F.3d 242, 252 (2d Cir. 2015). Summary judgment is appropriate where "there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law." Id. Because the appellants fail to raise a triable issue of fact as to their consent to the alleged interception of electronic communications, we affirm the dismissal of their claim under the ECPA. [HN2) The ECPA regulates the interception of an electronic communication. 18 U.S.C. § 2511. Section 2511(1)(a) states that, except as otherwise provided, anyone who "intentionally intercepts, endeavors to intercept, or procures any other person to intercept or endeavor to intercept, any ... electronic communication" violates the statute. Id. § 2511(1)(a). There is a safe harbor for interceptions made with prior consent. Id. § 2511(2)(d). rig For internal use only For internal use only CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0046933 SDNY_GM_00193117 EFTA01358948
February 14, 2026 at 9:35 PM
epsteinweb.bsky.social
Parts 1-2/2 — EFTA01358946.jpg
#epsteinweb #efta01358946
https://epsteinweb.org
EFTA01358946 | EFTA01358946 Page 12 889 F.3d 116, *; 2018 U.S. App. LEXIS 11909, ** Civil Procedure > Pleading & Practice > Pleadings > Heightened Pleading Requirements > Fraud Claims Criminal Law & Procedure > Criminal Offenses > Fraud > Mail Fraud > Elements Criminal Law & Procedure > Criminal Offenses > Fraud > Wire Fraud > Elements Antitrust & Trade Law > Private Actions > Racketeer Influenced & Corrupt Organizations > Claims > Fraud [HN10] A valid claim that does not rest on specific misrepresentations in the use of the mails or wires always identifies fraud with particularity at some level of the enterprise. Antitrust & Trade Law > Consumer Protection > Deceptive Acts & Practices > State Regulation [HN11] The Connecticut Unfair Trade Practices Act, Conn. Gen. Stat. § 42-110, prohibits unfair or deceptive acts or practices in the conduct of any trade or commerce. Conn. Gen. Stat. § 42-110b(a). COUNSEL: For Plaintiffs-Appellants: JEFFREY A. LEON (with Jamie E. Weiss, Grant Lee, on the brief), Quantum Legal LLC, Highland Park, Illinois; Laurie Rubinow, Shepherd, Finkelman, Miller & Shah, LLP, Chester, Connecticut; Nathan C. Zipperian, Shepherd, Finkelman, Miller & Shah, LLP, Ft. Lauderdale, Florida. For Defendants-Appellees: KENNETH M. KLIEBARD brief), Morgan Lewis & Bockius LLP, Chicago, Illinois. [*.2] (with Gregory T. Fouts, on the JUDGES: Before: JACOBS and LYNCH, Circuit Judges, CROTTY, District Judge.' 1 Judge Paul A. Crotty. United States District Court for the Southern District of New York, sitting by designation. OPINION BY: DENNIS JACOBS OPINION r 119] DENNIS JACOBS, Circuit Judge: Seven former participants in online discount membership programs allege violation of federal privacy statutes and a racketeering conspiracy between online retailers and loyalty club businesses to defraud customers of "membership fees" for rewards programs they unwittingly joined. They allege that Trilegiant Corporation ("Trilegiant") conspired with emerchant retailers such as Buy.com, Orbitz, and Priceline to enroll the retailers' customers in the membership programs via deceptive post-transaction marketing and datapass techniques. We conclude that, because the appellants fail to raise a material issue of fact as to whether they consented to enrollment in the membership programs, the prohibitions of the Electronic Communications Privacy Act do not apply; and because the appellants identify no actionable fraud, they cannot proceed on a theory of racketeering. The judgment of the district court is affirmed. For internal use only For internal use only CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0046931 SDNY_GM_00193115 EFTA01358946
February 14, 2026 at 9:35 PM
epsteinweb.bsky.social
Parts 1-2/2 — EFTA01358943.jpg
#epsteinweb #efta01358943
https://epsteinweb.org
EFTA01358943 | EFTA01358943 Page 9 889 F.3d 116, *; 2018 U.S. App. LEXIS 11909, ** Classmates International, Inc., FTD Group, Inc., Memory Lane, Inc., Defendants. No. 16-3292-cv UNITED STATES COURT OF APPEALS FOR THE SECOND CIRCUIT 889 F.3d 116; 2018 U.S. App. LEXIS 11909 October 27, 2017, Argued May 7, 2018, Decided raii PRIOR HISTORY: Seven former participants in online discount membership programs allege violation of federal privacy statutes and a racketeering conspiracy between online retailers and loyalty club businesses to defraud customers of "membership fees" for rewards programs they unwittingly joined. They allege that Trilegiant Corporation conspired with e-merchant retailers such as Buy.com, Orbitz, and Priceline to enroll the retailers' customers in the discount programs via deceptive post-transaction marketing and datapass techniques. We conclude that, because the appellants fail to raise a material issue of fact as to whether they consented to enrollment in the membership programs, the prohibitions of the Electronic Communications Privacy Act do not apply; and because the appellants identify no actionable fraud, they cannot proceed on a theory of racketeering. In re Trilegiant Corp., 11 F. Supp. 3d 132, 2014 U.S. Dist. LEXIS 42572 (D. Conn., Mar. 28, 2014) DISPOSITION: Affirmed. CASE SUMMARY: OVERVIEW: HOLDINGS: [1]-The district court properly granted summary judgment against participants in online discount membership programs on their claims for violations of the Electronic Communications Privacy Act, 18 U.S.C.S. § 2511, because the consent exception applied where enrollment pages displayed text informing customers that they were authorizing release of their information for enrollment in programs and billing; [2]-The participants' RICO claims also failed because the elements of mail and wire fraud were not pled with sufficiently particularity under Fed. R. Civ. P. 9(b); [3]-Summary judgment was proper on Connecticut Unfair Trade Practices Act, Conn. Gen. Stat. § 42-110, and unjust enrichment claims because participants freely entered into the membership agreements and were not entitled to refunds of legitimate past fees. OUTCOME: Judgment affirmed. For internal use only For internal use only CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0046928 SDNY_GM_00193112 EFTA01358943
February 14, 2026 at 9:34 PM
blueberrymoon.bsky.social
#Palantir #Hormel #ATT #Comcast #FedEx #UPS #Lowes #HomeDepot #CaribouCoffee #ThomsonReuters #Deloitte #LandOLakes #Budget #Sheraton #ResidenceInn #Penske #ChoiceHotels #Wyndham #Priceline #Expedia
February 13, 2026 at 1:45 PM
alschulman.bsky.social
Why? Are you already dependent on your phone? On Google? On Apple Maps? On online banking? On Amazon or Priceline or Uber or DoorDash? On BlueSky? We are all already dependent on the web of technology, and we did it to ourselves. There is no “the goal” except for lots of people with their own goals.
February 13, 2026 at 1:28 PM
epsteinweb.bsky.social
Parts 1-2/2 — EFTA00032626.jpg
#epsteinweb #efta00032626
https://epsteinweb.org
EFTA00032623 | EFTA00032626 Real Estate Rumors: Palmcorp, Wells And Goldman, Redwood Palmcorp Development has reportedly landed nearly $14 million in financing for a project to build single-family homes in Miami, Wells and Goldman are said to have loaned a combined $156 million for a New York retail and residential building, and Redwood Partners has reportedly bought a Long Beach, California, office campus for $60.5 million. Read full article » EXPERT ANALYSIS Emerging Cybersecurity Threats In The Legal Industry Predicting how the cybersecurity landscape will develop is critical for any organization wanting to mitigate the risk of the inevitable future attack. Michael Hall of HighQ Solutions Ltd. discusses five threats to look out for in the next 12 months. Read full article » LEGAL INDUSTRY BigLaw Firms Take Cravath's Cue On Holiday Bonuses Shortly after Cravath Swaine & Moore LLP's announcement that the firm would dole out end-of-year bonuses to associates in line with previous years, a smattering of BigLaw firms pronounced Tuesday that they would follow suit. Read full article » Akerman's Ex-CEO Back In Leadership Role After Shakeup Akerman LLP's newest chairman and CEO has ended his term after fewer than 10 months, and his predecessor has stepped in to resume his old post, the Florida-based firm announced on Monday. Read full article » Baker McKenzie Is Strongest Brand In Mainland Europe Baker McKenzie is the law firm best positioned to take advantage of rising legal spending in Europe, according to a survey released Tuesday by London research firm Acritas. Read full article » Lewis Brisbois Attys Threatened With Jail For Order Breach A Dallas judge has threatened to jail a representative of security company GardaWorld and attorneys at Lewis Brisbois for refusing to turn over GPS data for a truck involved in a fatal collision. Read full article » Legal Industry Lags In AI, Machine Learning Use A recent survey by analytics firm RELX Group found that the legal industry lags behind other industries in utilizing big data, artificial intelligence and machine learning in their work, with legal industry executives also much more skeptical of the potential use for Al in their field. Read full article » Law Firm Leaders: Schiff Hardin's Marci Eisenstein Marci Eisenstein, the first woman managing partner of Chicago-based Schiff Hardin LLP, spoke to Law360 about the changing business of law, the challenges facing the legal industry and how her firm works to distinguish itself in an increasingly competitive market. Read full article » New York Post PGA TOUR Inc. RBC Capital Markets Reed Elsevier Scotiabank Global Banking and Markets Siemens AG Sierra Club SmartHeat Inc. Spirit Airlines Inc. TO Securities Inc. The Bank of New York Mellon Corp. The Priceline Group Inc. The Wilderness Society Travelocity.com LP Vereit Inc. WeWork LLC Wells Fargo & Co. World Anti-Doping Agency GOVERNMENT AGENCIES European Union Federal Bureau of Investigation Hopi Tribe Internal Revenue Service Navajo Nation New York State Department of Financial Services Office of the Comptroller of the Currency Securities and Exchange Commission U.S. Attorney's Office U.S. Department of Justice U.S. Supreme Court United States Bankruptcy Court for the Southern District of New York Ute Indian Tribe Ute Mountain Ute Tribe JOBS Search full listings or advertise your job opening Associate Attorney Marks O'Neill O'Brien Doherty & Kelly PC New York. New York NYC'Corp*AssoeMid•sized"Lifestyle Schoen Legal Search NYC. New York Employment Associate / NY midsize law firm Schoen Legal Search New York. New York L&E Partner •Mid•sized NYC law firm Schoen Legal Search New York City. New York EFTA00032626
February 13, 2026 at 10:56 AM
donotassume.bsky.social
#Priceline trying to force a Penny #AI on you. Travel slop
February 13, 2026 at 3:56 AM
jhube.bsky.social
my Didi driver is playing Priceline radio. we're just two blokes being advertised products for menopause.
February 13, 2026 at 3:19 AM
dylansegelbaum.bsky.social
Me: I don’t think I’m going to Spring Training this year.

Also me: Let’s spend an hour looking at flights and hotels on Priceline in Clearwater, Florida.
February 12, 2026 at 1:29 AM
tayloregibbons.bsky.social
Please you have to stop The Priceline Negotiatior
February 10, 2026 at 7:44 PM
epsteinweb.bsky.social
HOUSE_OVERSIGHT_030429.jpg
#epsteinweb #houseoversight030429
https://epsteinweb.org
Date: Thursday, March 20 2014 06:19 PM Subject: Fwd: Google Alert - Jeffrey Epstein From: Tyler Shears To: Jeffrey Epstein <jeeyacation©gmail.com>; Christina Galbraith Looks like Priceline Director made a bad move today and has the same name - this works to our advantage. Pushing on this story now. ----------Forwarded message---------- From: Google Alerts <googlealerts- noreply@google.com > Date: Thu, Mar 20, 2014 at 2:04 PM Subject: Google Alert - Jeffrey Epstein To: Jeffrey Epstein As-it-happens update • March 20, 2014 NEWS Insider Selling: Jeffrey Epstein Sells 2000 Shares of Priceline.com Stock (PCLN) Ticker Report Priceline.com logo Priceline.com (NASDAQ:PCLN) Director Jeffrey Epstein unloaded 2,000 shares of the stock on the open market in a transaction ... x x Flag as irrelevant Daily Mail Bill Clinton links to Prince Andrew's billionaire friend Jeffrey Epstein Daily Mail Newly disclosed flight logs show that between 2002 and 2005 the former US President travelled around the world courtesy of Jeffrey Epstein while his ... IlL Flag as irrelevant Edit this alert You have received this email because you have subscribed to Google Alerts. Unsubscribe I View all your alerts Di Receive this alert as RSS feed Send Feedback HOUSE OVERSIGHT 030429
February 10, 2026 at 8:56 AM
epsteinweb.bsky.social
Part 3/3 — HOUSE_OVERSIGHT_023088.jpg
#epsteinweb #houseoversight023088
Hardware, Storage & 2,800 13% GT Goodyear Tire & Rubber Company Consumer Discretionary ‘Auto Components 41,042 13% ADSK Autodesk, Ino. Information Technology Software 2,059 13% PCLN Priceline Group Inc Consumer Discretionary Intemet & Direct Marketing Re 9,800 13% JNJ Johnson & Johnson Health Care Pharmaceuticals 38,200 13% MRK Merck & Co., Inc. Health Care Pharmaceuticals 20,995 12% GLW Coming Inc Information Technology Electronic Equip., Instruments 3,085 12% MJN Mead Johnson Nutrition Company Consumer Staples Food Products 1,577 11% LLY ——_EliLilly and Company Health Care Pharmaceuticals 8,100 11% KO Coca-Cola Company Consumer Staples Beverages 17,900 11% MOS Mosaic Company Materials Chemicals 1,216 11% AMAT Applied Materials, Inc. Information Technology Semiconductors & Semiconductor 4,000 11% PH Parker Hannifin Corporation Industrials Machinery 2,065 11% *For some companies, total overseas cash may represent total accumulated overseas profits. Overseas cash based on BofAML analyst estimates or Bloomberg data from company disclosures. Note: This screen is not 2 recommended list either individually or as a group of stocks. Investors should consider the fundamentals of the companies and their own individual circumstances/objective before making any investment decisions. Source: FactSet, Bloomberg, BofA Merrill Lynch Global research estimates, BofA Merrill Lynch US Equity & US Quant Strategy F ‘ Bankof America > 20 Equity Strategy Focus Point | 29 January 2017 Merrill Lynct HOUSE_OVERSIGHT_023088
February 9, 2026 at 4:29 AM
naveman.bsky.social
Wherever happened to Priceline and its supercomputer?
February 9, 2026 at 1:13 AM
maggiehendricks.bsky.social
Priceline has an ad pushing its AI assistant and the guy requesting help says he wants to find an eco-resort. Cognitive dissonance was apparently not a thing in that ad pitch.
February 8, 2026 at 4:02 PM
mspraxis.bsky.social
Finally ran out of melatonin I got on iHerb so I had to buy some at Priceline. I got age checked! "I'm sorry I have to tell you that we can only sell that to you if you are 55 or over" 😎
February 8, 2026 at 3:16 AM
epsteinweb.bsky.social
Part 1/2 — HOUSE_OVERSIGHT_014925.jpg
#epsteinweb #houseoversight014925
Trivago (Buy, $15 PO) Stock view: Advertising continues to drive growth engine Trivago’s 4Q revenue and EBITDA results highlight the company’s rapid revenue growth and potential for solid profitability. Though there are concerns over the company’s large marketing spend (80-85% of revenue), we think the Street will view Trivago’s results positively given continued revenue ramp while also achieving profitability. The stock remains highly volatile given the limited float. Commentary during 4Q’16 earnings from Trivago’s key customers Expedia and Priceline (as well as from TripAdvisor) indicated that paid traffic has been growing faster than free traffic, and that companies in the sector planned to ramp ad spend to drive continued traffic growth, which is a positive for Trivago. Trivago has best-in-class revenue growth, with 2017 revenue growth expected at 47% (vs. guidance of 45%+), led by 50% qualified referral growth. We also expect Trivago will become more efficient with advertising and start to reap the benefits of past brand advertising, with return on advertising spend (ROAS) improving across regions in 2017, a key driver of modestly improving EBITDA margin from 3.7% in 2016 to 3.9% in 2017. The company remains in growth mode, led by click revenue growth in ROW and Americas regions, as Trivago is driving brand awareness outside its key European foothold through aggressive brand marketing. The company is adding qualified referrals at an accelerating rate as it expands beyond its core Developed Europe markets and penetrates new markets. We think the company has significant runway for growth and can sustain 30%+ revenue growth through the end of the decade. As the business matures in its new Americas and ROW markets, we expect a better balance between profit and growth. We think EBITDA margins should accelerate as the company leverages ‘16 and ‘17 marketing spend, with greater uplift in ‘18. Key theme/metric(s) for 1Q: Qualified referral growth We forecast 56%
February 7, 2026 at 3:55 PM
epsteinweb.bsky.social
Part 2/2 — HOUSE_OVERSIGHT_014918.jpg
#epsteinweb #houseoversight014918
Upside Guidance Actual Upside Guidance Actual Upside |Guidance Actual Upside Bookings 30-37% 36% No 23-33% 34% Yes 29% 12% Yes 12-19% 21% Yes 17-22% 2? International Bookings FX-Neutral 35-42% 43% Yes 25-35% 38% Yes 17-24% 29% Yes NA NA N/A Revenue 17-24% 26% Yes 15-25% 26% Yes 411% 12% Yes 9-16% 17% Yes NA EPS $4.90-$5.30 $5.76 Yes $6.35-96.85 $781 Yes $7.20-775 $812 Yes $9.00-960 $10.54 Yes| $8.25-865 7? Source: BofA Merill Lynch Global Research estimates, Bloomberg, Priceline Biggest 1Q issues/risks: + Concerns on threat of increasing marketing competition with Expedia and TripAdvisor + — Potential pressure on US inbound traffic given the Trump travel ban (unlikely to impact Priceline given high Int! exposure) + Marketing deleverage — our model assumes 340bps of y/y online marketing deleverage in 1Q + Pressure on hotel revenue take rates given less hotel participation in commission programs and longer booking windows Early 1Q RevPAR data mixed Priceline’s Booking.com has roughly 1.2mn properties on its site (>611k hotels and 576k vacation rental properties). According to STR, 1Q US RevPAR through initial March readings decelerated 30bps to 3.0% y/y, and European RevPAR through February accelerated 600bps q/q to 3.6% y/y (FX-neutral). The STR data reflects a continued 32 Internet/e-Commerce | 06 April 2017 Ea kot Aenestea az HOUSE_OVERSIGHT_014918
February 7, 2026 at 3:53 PM
epsteinweb.bsky.social
Part 1/2 — HOUSE_OVERSIGHT_014918.jpg
#epsteinweb #houseoversight014918
. ° Priceline (Buy, $1,920 PO) Stock view: Expect solid 1Q top-line, but 2Q can be rough for guidance Priceline’s metric trends and commentary, along with 1Q booking and room night guidance, indicate that the company continues to capture strong market share growth in the category, with little impact from hotel direct booking initiatives or competitive OTA marketing spend. We expect a strong 1Q, with perhaps a little less upside than usual due to the late 4Q reporting date. Looking forward to 2Q, we have our usual caution on guidance as 2Q is the most back- end loaded quarter for bookings and revenues. However, in 2017 the Easter shift is a positive factor and will help 2Q revenues and earnings. We also expect 1Q bookings and room night growth upside to translate into higher 2Q gross profit growth, and management indicated that there is less marketing ROI pressure expected in 1H'17 than in 2H'16. Overall, we expect Priceline’s strong business trends to continue, and would use extra conservatism in guidance as a buying opportunity. Given strong execution and higher exposure to more fragmented International markets, Priceline remains our top long-term idea in Online travel. However, on a near-term basis, we think Expedia could see a bigger stock benefit from an acceleration in room night growth over the summer. Key theme/metric(s) for 1Q: Room night growth We expect Priceline to report 26% y/y room night growth (deceleration v. 31% in 4Q), ahead of the company’s outlook of 20-25% hotel room night growth. Priceline has a history of guiding 1Q conservatively, looking at Priceline’s historical 1Q results for Bookings, revenue and EPS vs guidance suggests modest upside to our bookings growth forecast of 22% and reported 1Q’17 EPS closer to $9.55 (13% upside vs. the midpoint) vs. our estimate of $9.08 and the Street’s estimate $8.75. Table 20: 1Q Bookings Growth, Revenue Growth and EPS Guidance vs. Actuals 1013 1014 1Q15 1016 1017 Guidance Actual Upside Guidance Actual
February 7, 2026 at 3:53 PM
epsteinweb.bsky.social
Part 2/2 — HOUSE_OVERSIGHT_014905.jpg
#epsteinweb #houseoversight014905
executive order, foreign tourism bookings to the US fell, then rebounded when the ban was suspended, but declined again when the ban was re-introduced. A few US hotel operators have indicated little impact from travel bans, so data is mixed. Key theme/metric(s) for 1Q: room night growth vs industry and Priceline We expect 1Q organic room night growth to remain steady at 16% y/y, though we note that this does not yet include the contribution from HomeAway, which we think should add 200-300bps to y/y growth. We expect N. America bookings growth of 12% y/y vs. 8% in 4Q, Int'l bookings (FX-neut.) of 14% y/y. Biggest 1Q issues/risks: + Room nights may disappoint on tougher 1Q comps, negatively impacting the acceleration thesis + Expedia’s CEO commented in a recent interview with the Financial Times that international tourism to the US (Expedia’s key market) has decelerated following the introduction of Trump’s travel bans, which may pressure hotel ADRs and be a downside risk to 1Q bookings + — Pace of investments, namely cloud IT spend ($110mn in 2017) and marketing ramp + HomeAway EBITDA trends given marketing spend ramp and pressure on subscription revenues. Street has high expectations for the business. + Pressure on hotel take rates given agency mix shift and rewards programs Early 1Q RevPAR data decelerates According to STR, 1Q US RevPAR through initial March readings decelerated 30bps to 3.0% y/y, and European RevPAR through February accelerated 600bps q/q to 3.6% y/y Banko America “SP” Internet/e-Commerce | 06 April2017. 19 HOUSE_OVERSIGHT_014905
February 7, 2026 at 3:51 PM
epsteinweb.bsky.social
Part 1/2 — HOUSE_OVERSIGHT_014889.jpg
#epsteinweb #houseoversight014889
A 1Q Internet Summary Previews We are publishing updates on 1Q industry data points and write ups on our early outlook and top 1Q earnings focus items for select stocks in our Internet coverage group (more detailed previews with various channel checks for large cap stocks to follow.) Our commentary is designed to highlight 1Q data points, stock trading opportunities and potential issues for 1Q results, and our estimates vs. consensus. For 1Q EPS estimates, we are above the street for well over 50% of our companies under coverage, and only below on QUOT, P, RATE, and TRIP. For large caps, we have highest confidence in EPS upside for Facebook and Priceline. Table 3: 1Q17 BofAML Estimates vs. The Street Large Cap Stocks (>$5bn Market Cap) Small Cap Stocks (<$5bn Market Cap BofA ML vs. BofA ML vs. Ticker 1Q17 Metric BofA ML Street Street Ticker 1Q17 Metric BofA ML Street Street AMZN Revenue $35,335 $35,255 RATE Revenue S117 $116 EPS $2.34 $2.28 Ahead EPS $0.14 $0.15 Below EBAY Revenue $2,210 $2,206 CRCM Revenue $43 $43 EPS $0.49 $0.48 Ahead EPS $0.04 $0.02 Ahead EXPE — Revenue $2,134 $2,140 FIT Revenue $282 $278 EPS $0.07 $0.06 Ahead EPS ($0.19) ($0.19) In-line FB Revenue $7,905 $7,798 GRUB Revenue $153 $153 EPS $1.14 $4.11 Ahead EPS $0.25 $0.24 Ahead GOOGL Revenue $20,219 $19,891 GPRO Revenue $205 $207 EPS $9.53 $9.45 Ahead EPS ($0.39) (80.44) Ahead NFLX — Revenue $2,710 $2,644 TREE Revenue $127 $125 EPS $0.45 $0.45 In-line EPS $0.93 $0.91 Ahead PCLN Revenue. $2,415 $2,441 MTCH Revenue $293 $308 EPS $9.08 $8.75 Ahead EPS $0.14 $0.13 Ahead SNAP Revenue $163 $158 QUOT Revenue $72 $72 EPS ($0.18) ($0.21) Ahead EPS $0.01 $0.03 Below TRIP Revenue $379 $377 P Revenue $319 $318 EPS $0.23 $0.27 Below EPS ($0.49) ($0.35) Below TWTR Revenue $535 $510 TRVG — Revenue €241 €241 EPS $0.03 $0.01 Ahead EPS €0.02 €0.02 In-line YHOO Revenue $821 $815, wix Revenue $91 $90 EPS. $0.14 $0.14 In-line EPS ($0.05) ($0.13) Ahead zG Revenue $239 $236 Ww Revenue $944 $933 EPS $0.06 $0.05 Ahead
February 7, 2026 at 3:47 PM