Core Insights - Airbnb's stock has underperformed since its IPO in late 2020, facing investor concerns regarding revenue diversification, macroeconomic trends, and legislative challenges to short-term rentals [1]. Group 1 - The company has experienced a lack of diversified revenue streams, which has raised concerns among investors [1]. - Macro trends have negatively impacted the company's stock performance since its IPO [1]. - Legislative efforts aimed at limiting or banning short-term rentals have added to the uncertainty surrounding the company's future [1].

分组1 - Airbnb reported quarterly earnings of $0.24 per share, missing the Zacks Consensus Estimate of $0.25 per share, and down from $0.41 per share a year ago, representing an earnings surprise of -4% [1] - The company posted revenues of $2.27 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.44%, and up from $2.14 billion year-over-year [2] - Over the last four quarters, Airbnb has surpassed consensus revenue estimates three times, but only once for EPS estimates [2] 分组2 - The current consensus EPS estimate for the coming quarter is $0.88 on revenues of $3.03 billion, and for the current fiscal year, it is $4.22 on revenues of $12.12 billion [7] - The Zacks Industry Rank indicates that the Leisure and Recreation Services sector is currently in the bottom 40% of over 250 Zacks industries, which may impact stock performance [8]

Here's our initial take on Airbnb's (ABNB 1.84%) fiscal 2025 first-quarter financial report.Key MetricsMetricQ1 2024Q1 2025Changevs. ExpectationsTotal revenue$2.14 billion$2.27 billion+6%BeatAdjusted earnings per share (EPS)$0.41$0.24-41%MetNights/experiences booked132.6 million143.1 million+8%n/aGross booking value$22.9 billion$24.5 billion+7%n/aTravel Anxiety?Airbnb was quite happy with the way it started its 2025 year. Despite the challenges the travel industry faced early in the year, Airbnb's business ...

Airbnb (ABNB) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Angela Yang - Director of Investor RelationsBrian Chesky - Co-Founder and CEOEllie Mertz - Chief Financial OfficerJustin post - Managing DirectorRichard Clarke - Managing DirectorMark Mahaney - Senior Managing DirectorJed Kelly - Managing Director - Equity ResearchLee Horowitz - Co-Head Internet Equity ResearchRon Josey - Managing DirectorJustin Patterson - Managing DirectorKevin Kopelman - Managing Director - Equity Research ...

Airbnb (ABNB) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good afternoon, and thank you for joining Airbnb's Earnings Conference Call for the First Quarter of twenty twenty five. As a reminder, this conference call is being recorded and will be available for replay from the Investor Relations section Speaker1 of Speaker0 Airbnb's website following this call. I will now hand the call over to Angela Yang, Director of Investor Relations. Please go ahead. Speaker2 Good afternoon, and welcome to Airb ...

Airbnb CEO Brian Chesky appears at "The Game Plan: Strategies for Entrepreneurs" at Airbnb Open in Los Angeles on Nov. 19, 2016.Airbnb reported results for the first quarter that were mostly in line with estimates, but the company issued a disappointing revenue forecast for the current period.Shares declined about 4%.Here's how the company did compared to LSEG estimates:Earnings per share: 24 cents per share vs. 24 cents expectedRevenue: $2.27 billion vs. $2.26 billion estimate.Revenue increased 6% from abo ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_____ to _____ Commission File Number: 001-39778 ______________ Airbnb, Inc. (Exact Name of Registrant as Specified in Its Charter) _________ ...

Core Insights - Airbnb has established itself as a market leader in the accommodation sector since its inception in 2007, originally starting with a bed and breakfast concept [1] - The company faces competition from major players such as Booking and Expedia [1] Company Characteristics - Companies that exhibit growth in revenue, earnings, and free cash flow are considered attractive for investment [1] - Excellent growth prospects are a key characteristic for potential investment opportunities [1] - Favorable valuations are essential for stock selection [1] - Preference is given to companies with steady growth, high free cash flow margins, dividend stocks, and generous share repurchase programs [1]

Core Viewpoint - Airbnb (ABNB) is set to release its first-quarter 2025 results on May 1, with expected revenues between $2.23 billion and $2.27 billion, indicating a year-over-year increase of 4-6% or 7-9% when excluding foreign exchange impacts [1] Revenue and Earnings Expectations - The Zacks Consensus Estimate for first-quarter revenues is currently $2.26 billion, reflecting a year-over-year growth of 5.61% [1] - The consensus estimate for earnings is 25 cents per share, unchanged over the past 30 days, representing a 39.02% decline from the same quarter last year [2] Key Factors Influencing Performance - Airbnb saw an acceleration in Nights and Experiences Booked in Q4 2024, driven by strong growth in first-time bookers, particularly in the Asia Pacific and Latin America regions [3] - Year-over-year growth in Nights and Experiences Booked for Q1 2025 is expected to remain stable compared to Q1 2024 [3] - Average Daily Rates (ADR) are anticipated to dip year-over-year due to foreign exchange headwinds, although a modest increase is expected when excluding these impacts [4] Product and Service Enhancements - Over the past few years, Airbnb has introduced over 535 features and upgrades, including Guest Favourites and the Co-Host Network, which supports nearly 100,000 listings [5] - Enhanced search functionality and merchandising have led to higher conversion rates, contributing to expected growth in Q1 2025 [6] - The company is focusing on mainstream adoption of hosting and expanding beyond accommodations, with progress anticipated in the quarter under review [7] Financial Metrics and Challenges - Airbnb expects adjusted EBITDA and its margin to decline in Q1 2025 due to one-time calendar factors and currency headwinds, although the margin would remain flat year-over-year without these impacts [8] - Increased operational costs are expected to potentially impact the bottom line [8] Earnings Prediction Model - According to the Zacks model, Airbnb has a positive Earnings ESP of +7.39% and a Zacks Rank of 3, indicating a favorable outlook for an earnings beat [9]

Group 1: Market Overview - The stock market is experiencing high uncertainty due to a trade war initiated by the United States, leading to significant declines in many stocks, some by 20% or more [1][2] - Despite the turbulence in 2025, there are opportunities for investors to acquire high-quality companies at discounted prices [2] Group 2: Remitly's Growth Potential - Remitly is positioned to gain market share in the remittance and international money-transfer market, which is characterized by high fees from legacy players [3] - The company reported a 32% year-over-year increase in customers, reaching 7.8 million, and a 39% year-over-year increase in send volume to $15.4 billion in Q4 2024 [4] - With annual remittances estimated at around $1 trillion, Remitly has significant room for growth, potentially tripling its revenue and stock price over the next five years [5] Group 3: Airbnb's Expansion Strategy - Airbnb is not growing as rapidly as Remitly but has the potential to triple its stock price by expanding profit margins and repurchasing stock [8][12] - The company is diversifying geographically, with strong growth in new markets like Brazil and Japan, where nights and experiences booked grew over 20% year-over-year [9] - Airbnb is investing in new products for both hosts and guests, which could further accelerate revenue growth beyond the current 12% year-over-year rate [10][11]