WillItSurvive
Vertical and industry software · subsidiary of Booking Holdings Inc. · United States

OpenTable

opentable.com ↗

OpenTable runs restaurant reservations and table management for 65,000+ venues, owned by Booking Holdings.

Protection under test
Assessed 23 July 2026 · Evidence as of 23 July 2026
Something worth protecting exists and is being tested right now.
On the recordSince 23 July 2026 · Checkable from Summer 2026 · Every call on the record Checkpoint: Resy/Tock consumer app shutdown completes, consolidating Amex's dining stack
The call

OpenTable still leads most big US cities on restaurant-side lock-in, but Amex's Resy/Tock push and AI booking agents are both chipping at the consumer front door.

OpenTable is an app and website where people make restaurant reservations. It connects diners to about 65,000 restaurants across the US and owns data about both customers and table availability through software it sells to restaurants. The company faces real competition from Resy (which American Express owns and just combined with a booking company called Tock) and from new AI assistants like ChatGPT and Google's tools that can find and book restaurants without needing OpenTable at all. OpenTable's market share has already dropped from 51% to 46% since 2022, and the company recently added a 2% fee that restaurants say is making them leave. The biggest question is whether OpenTable can keep restaurants and customers as AI assistants learn to book reservations directly.

Why
01
AI pressure: OpenAI Operator and Google Gemini booking agents. AI agents could book tables directly and skip OpenTable's app, though right now they mostly route bookings through it as a partner. Could AI do the core job? Only partly.
02
Bigger players: American Express (Resy, merging with Tock). Amex is folding Tock into Resy and pushing card-member perks, pulling OpenTable's US share from 51% to 46% since 2022. Could a giant copy it? Probably.
03
What protects it. Deep POS and table-inventory integrations across 65,000+ restaurants make switching costly for venues, even as diners could go elsewhere.
What would change this call
OpenTable's US market-share print for H1 2026 versus the 46% 2024 baseline. Shows whether Resy/Tock and SevenRooms are still eroding OpenTable's lead.
Restaurant attrition data following the new 2% service fee introduced in early 2026. Indicates whether the fee change is pushing venues to rivals.
Completion of the Resy/Tock consumer-app shutdown by summer 2026. Signals how consolidated Amex's booking platform becomes as a single competitor.
Key numbers
  • US reservation share fell from 51% to 46% (2024)
  • Serves 65,000+ restaurants and venues (Jul 2026)
  • Parent Booking Holdings worth $135-143B (Jun 2026)
Named risks
  • Consumer discovery layer disintermediated by AI agents bypassing OpenTable's app/site. Severity: high
  • US market share slide from 51% to 46% (2022-2024) continuing into the 30s. Severity: high
  • New 2% service fee (early 2026) driving restaurant attrition to Resy or SevenRooms. Severity: medium
  • Amex Resy/Tock consolidation and DoorDash/SevenRooms bundling squeezing restaurant-side value proposition. Severity: medium
  • No standalone financial disclosure obscures true unit economics and profitability within Booking Holdings. Severity: low
Rivals, as read in July 2026
RivalDirectionEvidence
Resy (American Express)gaining onResy holds 53% share in Brooklyn, grew +39% Miami, +20% LA per industry data, June 2026
Tock (merging into Resy)contestingAcquired by Amex for $400M in 2024, merged into Resy summer 2026, consumer app shut down
DoorDash/SevenRoomsgaining onDoorDash closed $1.2B SevenRooms deal June 2025, bundling reservations with delivery platform
OpenAI/Google AI agentscontestingOperator (Dec 2025) and Gemini MCP (May 2026) integrations position OpenTable as booking rail, not discovery front door
Yelp Guest Managergaining onVendor-claimed 553% growth since Google Reserve integration, cited July 2026
Questions people ask
Is OpenTable profitable in 2026?
OpenTable does not report standalone financials; it is folded into parent Booking Holdings, which posted $26.92B in 2025 revenue (+13.39% YoY) and $5.53B in Q1 2026 revenue (+16.17% YoY) as of June 2026. No OpenTable-specific profit figure exists publicly.
Who owns OpenTable?
OpenTable is a wholly owned subsidiary of Booking Holdings Inc. (NASDAQ: BKNG), which acquired it from Priceline Group's predecessor for $2.6 billion ($103/share, 46% premium) in June 2014. Booking Holdings' market cap was roughly $135-143B as of June 2026.
Is OpenTable losing market share to Resy?
Third-party industry reporting cited in a June 2026 comparison estimates OpenTable's US reservation-market share slipped from 51% to 46% between 2022 and 2024, while still leading in 13 of the top 15 US cities as of mid-2026.
Could AI assistants like ChatGPT replace OpenTable?
AI agents can now recommend and discover restaurants without visiting OpenTable, but OpenTable owns the backend booking rail (POS integrations, live table inventory across 65,000+ venues) that agents like OpenAI's Operator (Dec 2025) and Gemini via MCP (May 2026) plug into rather than bypass, as of July 2026.
Who is OpenTable's biggest competitor?
American Express-owned Resy, especially after merging with Tock (acquired for $400 million in 2024) in summer 2026, is OpenTable's leading rival, dominating Brooklyn with 53% share as of June 2026. DoorDash's $1.2B acquisition of SevenRooms (closed June 2025) is a second major threat.
What is OpenTable's new 2% fee about?
OpenTable added a 2% service fee on deposits, no-shows and prepaid experiences in early 2026, which third-party comparison sites tracking restaurant-tech alternatives, as of July 2026, cite as a factor driving some restaurants to consider switching platforms.
Timeline
  • 2026-Q1OpenTable adds new 2% service fee on deposits, no-shows, prepaid experiences
  • 2026-07-16OpenTable moves Concierge AI assistant to homepage, adds Copilot, Alexa+, Agentforce integrations
  • 2026-05-21OpenTable signs 24,000-sq-ft Toronto office lease for Canadian expansion
  • 2026-05OpenTable integrates Google's Gemini via Model Context Protocol
  • 2026-04OpenTable acquires Canadian reservation platform Libro
  • 2026-02OpenTable launches ad network 'OpenTable Media'
  • 2025-12-18OpenTable becomes first restaurant-tech launch partner for OpenAI's Operator agent
  • 2025-07-14OpenTable launches 'Concierge' generative-AI dining assistant using Perplexity and OpenAI APIs
  • 2025-06-12DoorDash completes $1.2B acquisition of SevenRooms
  • 2014-06Priceline Group acquires OpenTable for $2.6B ($103/share)
Revision history
23 July 2026
First assessed. Protection under test. The text above is fixed as of this date and is not edited afterwards.
In the same band
Glodon CompanyCompStakRealNex
More in Vertical and industry software →
Sources