民宿预订平台爱彼迎(ABNB.US)周四发布了强劲的第四季度业绩报告，并对2026年给出了乐观的收入指引，显示出全 球旅行需求依然坚挺。受此消息提振，公司股价在盘后交易中一度上涨近7%。 这一业绩指引紧随上月美国航空业发布的乐观报告，表明尽管地缘政治紧张局势加剧，美国多地遭遇严寒天气， 旅游需求仍保持稳健。这对爱彼迎而言无疑是利好——目前公司正借助当前进行的冬季奥运会以及即将到来的世 界杯等重大体育赛事，积极吸引旅客和新房东入驻平台。 作为核心运营指标，爱彼迎第四季度"预订的入住晚数和体验活动数量"达到1.219亿，同比增长10%，远超市场 预期的1.176亿。总预订金额(涵盖房东收入、服务费、清洁费及税费)达204亿美元，同比上升16%，同样高于 分析师预测的194亿美元。 公司表示，去年在美国推出的"先订后付"预订选项受到用户欢迎，有效推动了第四季度订单增长。2026年，预 计这一灵活支付方式将向全球更多用户开放。此外，更宽松的退订政策也帮助提升了假日季预订量，并减少了客 服咨询量。 从区域看，印度、巴西和日本等新兴市场成为增长主力。以印度为例，首次预订用户增幅超过60%，新兴国际市 场的增速约为成熟市场 ...

民宿预订平台爱彼迎(ABNB.US)周四发布了强劲的第四季度业绩报告，并对2026年给出了乐观的收入指 引，显示出全球旅行需求依然坚挺。受此消息提振，公司股价在盘后交易中一度上涨近7%。 公司表示，去年在美国推出的"先订后付"预订选项受到用户欢迎，有效推动了第四季度订单增长。2026 年，预计这一灵活支付方式将向全球更多用户开放。此外，更宽松的退订政策也帮助提升了假日季预订 量，并减少了客服咨询量。 从区域看，印度、巴西和日本等新兴市场成为增长主力。以印度为例，首次预订用户增幅超过60%，新兴 国际市场的增速约为成熟市场的两倍。 在产品创新方面，爱彼迎去年5月重启了"旅游与体验"业务，并推出单项服务预订类别。近期更与杂货配 送平台Instacart合作试点食品采购上门服务。同时，公司开始在纽约、洛杉矶、马德里和旧金山等监管严 格、房源供应受限的市场引入精品酒店房源。 技术投入也在加码。上个月，爱彼迎任命前Meta(META.US)生成式人工智能(AI)负责人Ahmad Al-Dahle为 新任首席技术官。公司透露，今年晚些时候将把AI客服助手推广至全球，并持续优化搜索体验，让用户能 够用更自然的语言描述旅行需 ...

爱彼迎首席执行官Brian Chesky有信心，该公司能够抵御AI对在线旅行社构成的潜在生存威胁。Chesky 告诉分析师，他认为AI聊天机器人将像谷歌一样，是消费者在规划旅行时找到爱彼迎的一种方式。 Chesky说，爱彼迎通过其房东应用获得的库存和数据也将让AI模型难以复制或与之竞争。Chesky说， 即使AI公司开始涉足这一领域，他认为爱彼迎也能创建一个有竞争力的AI模型。他说："我们不必生活 在一个其他人必须输掉的世界里。""我认为我们将能够合作，这些公司将非常有帮助。"该公司股价在 盘后交易中上涨5.2%，至122美元。 责任编辑：王永生 爱彼迎首席执行官Brian Chesky有信心，该公司能够抵御AI对在线旅行社构成的潜在生存威胁。Chesky 告诉分析师，他认为AI聊天机器人将像谷歌一样，是消费者在规划旅行时找到爱彼迎的一种方式。 Chesky说，爱彼迎通过其房东应用获得的库存和数据也将让AI模型难以复制或与之竞争。Chesky说， 即使AI公司开始涉足这一领域，他认为爱彼迎也能创建一个有竞争力的AI模型。他说："我们不必生活 在一个其他人必须输掉的世界里。""我认为我们将能够合作，这些公司将非 ...

For the quarter ended December 2025, Airbnb, Inc. (ABNB) reported revenue of $2.78 billion, up 12% over the same period last year. EPS came in at $0.56, compared to $0.73 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.72 billion, representing a surprise of +2.01%. The company delivered an EPS surprise of -14.89%, with the consensus EPS estimate being $0.66.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

分组1 - Airbnb reported quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.66 per share, and down from $0.73 per share a year ago, representing an earnings surprise of -14.89% [1] - The company posted revenues of $2.78 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.01%, and up from $2.48 billion year-over-year [2] - Over the last four quarters, Airbnb has surpassed consensus revenue estimates four times, but has only exceeded consensus EPS estimates once [2] 分组2 - The stock has underperformed the market, losing about 11.9% since the beginning of the year, while the S&P 500 has gained 1.4% [3] - The current consensus EPS estimate for the coming quarter is $0.28 on revenues of $2.53 billion, and for the current fiscal year, it is $4.74 on revenues of $13.39 billion [7] - The Zacks Industry Rank places Leisure and Recreation Services in the bottom 23% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Airbnb (NasdaqGS:ABNB) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Slabin - VP of Investor RelationsBrian Chesky - Co-founder and CEOBrian Nowak - Managing DirectorDoug Anmuth - Managing DirectorEllie Mertz - CFOKen Gawrelski - Managing DirectorLee Horowitz - Co-Head of Internet Equity ResearchMark Mahaney - Senior Managing Director and Head of Internet ResearchRichard Clarke - Managing DirectorConference Call ParticipantsJed Kelly - Managing Director and Senior AnalystJoh ...

Airbnb (NasdaqGS:ABNB) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Slabin - VP of Investor RelationsBrian Chesky - Co-founder and CEOBrian Nowak - Managing DirectorDoug Anmuth - Managing DirectorEllie Mertz - CFOKen Gawrelski - Managing DirectorLee Horowitz - Co-Head of Internet Equity ResearchMark Mahaney - Senior Managing Director and Head of Internet ResearchRichard Clarke - Managing DirectorConference Call ParticipantsJed Kelly - Managing Director and Senior AnalystJoh ...

Airbnb (NasdaqGS:ABNB) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Speaker10Good afternoon, and thank you for joining Airbnb's earnings call, conference call for the fourth quarter of 2025. As a reminder, this conference call is being recorded and will be available for replay from the investor relations section of Airbnb's website following this call. I will now hand the call over to Andrew Slabin, Vice President of Investor Relations. Please go ahead.Speaker0Good afternoon, and welcome to Airbnb's ...

results for Airbnb. I've been seeing those shares uh oscillate between it's down four and a half% now. Revenue beating estimates at 2.78% billion versus the 2.72% billion expected.That's the 20th revenue beat in the past 21 quarters. EPS coming in at 56 cents. That's 10 cents below consensus.Profits were hurt by a one-time $90 million tax related expense. But despite that EPS miss, profits beat on another crucial metric adjusted Ibida solidly topped expectations. In fact, it's a beat on most of the core met ...

Group 1 - The vacation-rental platform is expanding its operations into the hotel industry, which it previously aimed to disrupt [1]