$ABNB reported an ok quarter / guide. The story here is they have a great core business that is now a mature grower (call it 8-12% yy) w/ healthy margins. BUT they aren’t happy w/ that and are going to invest to hopefully invent additional business lines. They have alluded to… https://t.co/V8LemPzUvU
$ABNB growth rates https://t.co/4l8wb8yA2W https://t.co/U8pNp2hED7
Airbnb's slowest growth region in 2024 was North America (+5.5% YoY). @airdna data shows nights booked up 6.8% for the full year 2024 in the United States. While nights were down in Urban area (mainly from NYC), growth rates remain strong in Small City/Rural areas, mid-size… https://t.co/xKY6pzzw7a








Airbnb reported a positive outlook for the first quarter of 2025, citing strong ongoing demand following a robust holiday travel season. The company revealed that its revenue for the full year 2024 grew by 11.9% to $11.1 billion, with nights booked increasing by 9.8%. Growth was particularly strong in Latin America and the Asia-Pacific region, with increases of 18.8% and 19.6%, respectively. However, North America saw the slowest growth at 5.5% year-over-year. The company is also planning a significant expansion of its business model, including the relaunch of Airbnb Experiences and a new “SuperApp-like” platform. This expansion will involve a $250 million capital expenditure, which may negatively impact margins in the first three quarters of 2025 before accelerating in the second half of the year.