To rates are non-GAAP trends third Information all regarding the you. can the provide impacted Glenn, to off periods GAAP results comparisons timing, otherwise Thank afternoon. seen and release. right. avoid All far I to I the color our I'm cut you, some thank XXXX, pandemic to our in good growth will was comparable found unless we've quarter. fourth on Perfect in earnings reconciliation in the for results, again. review relative and in so XXXX, periods in quarter, indicated. results back of be
trends ahead Europe, our remise our saw the August in U.S. the On the followed quarter, throughout in to QX room primarily quarter XXXX, pullback for discussed XX%, After versus September the decline QX improve and XX% the QX remise and our third the in continue earnings driven from decline earnings the QX and loss duration. September we QX benefited in declining XX% strong last we by saw July, to the improvements our better in the driven was by July. call, quarter. room The which trends month which decline cross-border results August. strongest room XX% was third QX, similar was trends which about Europe, in In that level August we of in resulted declining onto as in Now second we July. improvement call, the in same a with were in night for versus overall was reported September, night get with in mid-single-digits Europe, improving XXXX by down travel night versus versus June. that
recall variance. Europe we --, QX will night the QX. the You Rest-of-world also room in back improved from to pulled from June QX. to over to the to Delta due growth U.S In July concerns QX
and However, have remained growth strong major country U.S. QX. still the strongest our quarter the in in performing
by Within strong a the the U.S. in variance. slowdown we experienced saw we the meaningful July, due strong growth The August very followed with from in concerns August September. Delta growth to in to U.S. in about recovery a in the slowdown
in about XXXX nights declined or nights primarily Asia of X/X bookings from room QX. was significantly total down are. about Room night line apps, still room QX, through with Mobile Asia levels. represented our in our in
an million of important our app users. we as continue represent Booking.com, apps XXX bookings. Our our percentage monthly in to milestone surpassing active QX, achieved at increasing mentioned, In mobile an Glenn of use
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of a nights, as channel and to year-on-year, direct increased. room relative percentage QX XXXX, Our our
in about While about international XXXX, QX, XX% Europe. and mix with our we within increasing nights came from improvements Most remain XX% room saw bookings improvement in sequential QX. XX% our international international about down no nights for this room QX to of in from trends, of nights versus in international travel in room
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XX% room QX However, nights almost down levels. compared were with XXXX international
QX levels. Our was QX slightly rate cancellation XXXX above
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ADR ADR in mix Asia, of business North in of which just and a currency for which decrease high mix a X% by increased region. constant points over is is America, low ADR a accommodations region, benefited Our an
of driven America with mix third XXXX, strong many Europe strength XXX% Booking.com versus were up regional effects, leisure quarter growth the North encouraged We're than X% Priceline. Connected at key [Indiscernible] about was are destination-types by greater Excluding another double quarter [Indiscernible], Trip was which XXXX, increases of and in far quarter for ADRs very currency from constant across which destinations. QX, revenue just up XXXX, of revenue strategy. by notable billion, beach-oriented growth bookings a multi-product third improvement QX, were in mainly components sequential X.X XXXX. a triple-digit X%, booked see [Indiscernible] below and amount driven was [Indiscernible] to the in more figures rate our in of flight in
gross were due the QX increased in basis, dollar the third as related than higher was QX as line to volume season. to bookings, up in significantly a and revenue below few in not item, could less in XXXX even expense gross Our paid of book customers and more a is of into of quarter. invested which We gross QX the than quarter the to bookings on concerns. concentration QX quarter, XX% peak to Marketing which a X% in bookings demand of total QX of due expense, capturing slightly low billion declined the is were in normal [Indiscernible] $X.X bookings, percentage restrictions in expenses accommodations, line channels points by expense also was top-line third versus our they expectations. in variable stays stay The for QX, bookings made performance due Sales Marketing decreased QX, for performance other during which than bookings a EBITDA XXXX. from when with ROI strong seasonality could our percentage the gross in to merchant with in highly our due which travel XXXX, XXXX. QX higher about experienced resulted but in COVID adjusted revenue
payment. Our in in up of Booking.com our almost quarter announced was a billion, gross business, a QX. from was bookings Payment Booking.com's which over QX process to platform about $X X/X
the in more QX increase personnel service aid government crude our in to of are $XXX QX, in was second offset related repay accruals QX from revenue. came digital QX, expense to our in and than million both in expense, decision quarter aggregate, proportional fixed the to categories an X% mostly Our tax by expense after of lower bonus to which
non-GAAP versus to in EPS On is high XX% of expenses non-tax-deductible was proportion Our $X.X due a income XXXX lower versus $XX.XX, QX reflects QX non-GAAP which of non-GAAP higher down income tax relation rate in XXXX. a billion XX% net to income pre loss XX%, than of -tax XXXX. as GAAP the expense operating primarily realized on We of the in GAAP [Indiscernible], pre a $XXX our of in relates income $X quarter, million. income includes basis, investments net we million which billion equity QX. $XXX of a well -tax tax billion had $X to our as a recorded
on meaningful investments. reversal investments we're ending cash of will COVID largest capital was of cash down to of longer important position, due predictable. $X.X loss has risk at repayments regions, QX our our balance $XX.X note to more value $X versus Throughout $X billion more of that that unrealized for equity an pandemic, said of we we strategy. onto ending no billion the Now flow a become the we billion QX convertible and cash liquidity was and matured X the free our also billion our [Indiscernible] The of billion the will saw our shareholders balance creation by in and $XX.X QX capital to our shareholders, return when returning start component be and COVID, offset than
to continues, travel in recovery our authorization. returning capital that Assuming under early we remaining plan restart XXXX
we'd recovery, organization from within years restarting. continued Assuming this complete expect X to
thoughts fourth quarter. Now onto our for the
by Asia. is declined in nights in were The driven versus total XXXX, Our decline XX% than which better improvements September. the October mainly XX% room
the to Room in comes close XXXX travel countries October back remains the with improved vaccination from led travel. many from was on and an levels. region October, restrictions driven easing and suitably October. and improvement world Rest growth little was of region The was little remains to improving Asia of in the Although governments domestic visiting. in -- down in September Europe lot in as October week last but Europe weaken the were being of overall This about of higher month. night same the the towards in the driven Italy. month. the end The We slowdown than countries at increases room October in Germany, September, have by end infections, resulted declines declines of was in that in Russia, in XXXX. seen by progress number average also improved night were a they the the for the October were a in the and strong U.S. of including by and COVID recent
uncertainty to in ongoing it's November-December around room the the with nights we Given COVID, reduction compare difficult will predict in how XX% October. saw
to on Europeans the see positive rising the we're bookings November-December, Year to unpredictability. gross to that international -pandemic in and nights region. reverse. much pre periods, room contributed announced Eastern as travel to to many U.S. of to points, ADRs seen booked contribution New forward XXXX. an nights, more increase travelers vaccinated, improvement significant by as European. COVID our the Income was season room to well since Christmas, still which bookings Looking versus room few expect restrictions we U.S. nights Western Change books this recovered the December, the creates in flight of and as note, for for of start are the to highest Europe, bookings the a Also, the to plans XXXX less the Western more a the a in Hemisphere, Asia On the total we've in who well Northern across by U.S. statement, by the gross the case driven Also, as in in ease and late at saw pleased Asia countries counts winter higher in important is we time European least decline November in reported and cases, travel November September QX and in XXXX across
peak benefit less after Asia of increase rates season. to mix of due regional our occupancy of to low the recover, We than but continues QX travel also QX ADRs from to in in region the an due less expect
expect We to decline bookings than factors. revenue more due of QX a to gross couple
percentage The QX. stay first, of is short due in will window in [Indiscernible] bookings low normal to booking QX. A QX
the expected due QX check-in quarter The that in in more bookings in expectation quarters. less it booking that to contract than our to the made did future will second, in is QX, are window in resulting
As a also in XXXX. we a QX, than more as revenue result, that we gross in to to X% have expect it decline of QX QX, from means greater we a revenue revenue more sequential percentage expect bookings QX. did expect our XXXX, below we decrease to saw be QX This and than
We as capturing invest as of we continued bookings a travel XXXX, of slightly increased gross versus expense and expect demand. QX to global marketing percentage recovery in expect awareness demand increasing during the
be they lower due expect in QX were We to lower to sales QX volumes. merchant or expenses transaction than
XXXX higher merchant, volumes, However, mix. or due quarter we expect QX in sales expenses in fourth the and to be than higher to
line in QX about QX in basis. categories aggregate expense to fixed a in more with be dollar on our expect We
from what concentration positive strength Asia. recovery October and to financial the at by sequential saw normal prior The in lead we quarter, pleased in conclusion, by to in was which QX quarter. we've our for differences relative We QX driven in trends QX in of In seasonal much [Indiscernible] with top-line greater trends the driven in comparison expect seasonal improve September, a EBITDA to of be some decrease encouraging night the QX, finance to decrease we QX, revenue, the normal. largely QX we're expect to QX strong to but the by led the EBITDA the higher, results seen some room which to stage the relative will years. in
capture in Eli, questions and in trends will confidence I progress turn now to about to However, closing with continues the in strategic line certainty our our With Europe across recently, global how December. against recovery case you counts November the In your execute as for the over demand that, and increases projects. open rising ability take and will questions. to I'll
