预订美食上门、预订摄影服务、预订私教、预订修指甲、预订特色玩乐体验……当地时间5月13日，Airbnb爱彼迎 发布2025夏季产品，全新的"爱彼迎服务"和"爱彼迎体验"同步上线。其中"爱彼迎服务"首批上新全球260座城市， 涵盖私人厨师、摄影、按摩等十大类别；升级的"爱彼迎体验"遍布全球650座城市，更突出由当地人带领同行，如 城市地标、博物馆等文化体验以及美食烹饪体验、户外活动体验等等。 自2010年以来，爱彼迎App的核心功能始终是预订房源。如今，随着服务和体验的推出，其应用程序也被极大重 塑。南都记者搜索留意到，目前Airbnb爱彼迎App首页已将服务、体验和房源并列为三大搜索类目。爱彼迎正持 续通过加码"住宿+吃喝玩乐"的"一站式预订"扩充业务边界，加深人与人的连接。 左："爱彼迎体验"类目展示；右："爱彼迎服务"类目展示 多数服务项目起步价低于360元人民币 "人们选择住进酒店，往往是因为可以享受酒店提供的客房服务：健身房或者是水疗等。即日起，旅行者不仅可以 在爱彼迎找到这些服务，甚至更多。"爱彼迎方面表示，一段真正精彩的旅行远不止是住宿。为了让旅行者收获更 特别的住宿体验，首批服务上新涵盖私人厨师 ...

Core Insights - Airbnb has launched a revamped app aimed at expanding services beyond home rentals, targeting a broader audience including private chefs, hairstylists, fitness trainers, and tour guides, with a goal of generating over $1 billion in annual revenue [1][2] - The new "Services" module and the relaunch of "Experiences" feature high-end, customized offerings, with nearly 20,000 curated experiences available at an average price of $66 [2][4] - The company plans to charge service providers approximately 15% commission, similar to the fees charged to hosts, while ensuring quality through a controlled onboarding process [4][6] Business Expansion - The new services will initially cover 260 cities globally, while the Experiences feature will start in 650 cities, reflecting a strategic approach to growth [4] - CEO Brian Chesky emphasized that the new offerings aim to integrate Airbnb more deeply into users' lives, allowing for service use even in their home cities [2][8] - The company is learning from past mistakes and focusing on high-quality, unique experiences rather than a broad range of offerings [6][7] Market Positioning - Airbnb's new services are positioned differently from competitors like Tripadvisor's Viator and GetYourGuide, which focus on ticket sales and tours, with estimates of around $3 billion in annual bookings for these platforms [5] - The company is also considering adding car rental services in the future, although it is currently not a priority [7] - Chesky believes that the expansion will help collect more data on user travel habits, enhancing personalized recommendations and potentially integrating advanced AI models for a more luxurious experience [7][8]

Core Viewpoint - Airbnb is transitioning from a single accommodation booking platform to a comprehensive travel service provider, offering a variety of services and experiences beyond just lodging [2][3]. Group 1: Business Model Transformation - Airbnb's new strategy includes offering services such as private chefs, photography, massages, and unique experiences like learning volleyball from Olympic athletes and recording music with American singers [2][3]. - The company plans to launch these services in 260 cities globally, with most starting at prices below $50 [3]. - The "Airbnb Experiences" program has been upgraded to cover 650 cities, featuring activities like city tours, cooking classes, outdoor adventures, and fitness courses [4]. Group 2: Market Trends and Consumer Demand - There is a growing consumer demand for personalized and immersive travel experiences, challenging traditional travel service models [5]. - In China, 95% of respondents indicated they book experience projects while traveling, and 85% have traveled specifically for an experience or activity [6]. - The new services and experiences introduced by Airbnb align with consumer needs and market trends, enhancing the company's growth potential [6]. Group 3: Financial Performance - In Q1 2025, Airbnb reported total revenue of approximately $2.3 billion, a 6% year-over-year increase, while net profit decreased by 42% to about $154 million [6]. - Adjusted EBITDA for the same period was approximately $417 million, down 1.65% year-over-year [6]. - The company aims to continue investing in product innovation and market expansion to improve user experience and market share [6][7].

Core Insights - Airbnb has launched a comprehensive update to its app, introducing new services called "Airbnb Services" and "Airbnb Experiences" aimed at enhancing the travel experience for users [1][2] Group 1: App Update - The app has been revamped to include updated modules such as "Explore," "Itinerary," "Profile," and "Messages," allowing travelers to book accommodations, services, and experiences in one place [1] - The new "Airbnb Services" feature offers curated high-quality services to enhance the accommodation experience, initially available in 260 cities globally, covering ten categories including private chefs, photography, and spa services [1] - The "Airbnb Experiences" feature allows users to explore local culture with knowledgeable locals, with initial offerings available in 650 cities and continuously updated [1] Group 2: Executive Commentary - Brian Chesky, co-founder and CEO of Airbnb, stated that the company has transformed travel since its inception 17 years ago, and the introduction of "Services" and "Experiences" aims to redefine travel beyond just accommodation [2]

爱彼迎App焕新，"爱彼迎服务"、"爱彼迎体验"同步上线 金十数据5月14日讯，5月14日Airbnb爱彼迎2025夏季产品发布，全新的"爱彼迎服务"和"爱彼迎体验"同 步上线。其中，"爱彼迎服务"首批上新于全球260个城市，涵盖包括私人厨师、摄影、按摩、私人教 练、化妆、美发等在内的十大类别服务，升级的"爱彼迎体验"，则强调与当地人同行，首批发布的体验 项目遍布全球650个城市，例如城市地标、博物馆及文化体验，美食之旅、烹饪课及餐饮体验、画廊之 旅，艺术工作坊和购物体验等体验项目。 （36氪） ...

Core Insights - Airbnb has launched a new feature called Airbnb Services, which allows users to book various services typically found in traditional hotels, enhancing the vacation experience [2][4] - The initial rollout includes 10 service categories across 260 cities globally, offering options like in-home chefs, massage therapists, and personal trainers [2][6] - All service providers are vetted by Airbnb, ensuring identity verification and necessary certifications, with at least one service available for $50 or less in each category [3][4] Airbnb Experiences Revamp - Airbnb Experiences is being revamped alongside the new Services feature, allowing users to book local guides for unique activities and experiences [4][6] - The new Airbnb Originals will offer extraordinary experiences with notable personalities, such as joining celebrities in themed activities [5][6] - The Experiences feature, including Originals, is available in over 650 cities worldwide, with plans for further international expansion [6]

Core Insights - Airbnb has expanded its platform to include in-home services such as massages, chefs, and personal trainers, moving beyond just short-term lodging [1][2] - The updated app aims to provide a seamless experience for booking homes, services, and experiences in one place, enhancing the overall travel experience [3][4] - CEO Brian Chesky emphasized that the addition of services allows Airbnb to compete with hotels by offering unique experiences alongside accommodations [1][2] Company Developments - The new app design facilitates easier booking of homes and services, reflecting a significant overhaul of the platform [3] - Airbnb has recorded over 2 billion guest arrivals since its inception in 2008, highlighting its growth and market presence [2] - The company has reimagined its experiences option, which allows travelers to engage with locals and explore cities through unique activities [3][4] Service Offerings - The newly added services include a variety of options such as food tours, wildlife adventures, and unique experiences like pastry making with a chef [4] - The "Originals" feature allows users to book extraordinary experiences, further diversifying Airbnb's offerings [4] - Chesky stated that the launch of these services marks a new phase in changing the travel landscape [4]

Airbnb launched a redesigned app on Tuesday to showcase the company's push to let travelers book services, like catering and personal training, at their home rentals.The new-look app marks a new chapter for Airbnb to expand beyond home stays. The company has previously announced plans to invest $200 million to $250 million in a new business that it said it hopes will become a significant driver of future revenue growth."We now feel like we have such a strong foundation that we are capable of building and ex ...

Core Insights - Airbnb has introduced a new feature allowing travelers to book services and experiences alongside their accommodations, aiming to enhance user engagement and capitalize on existing site traffic [1][2][12] Group 1: New Offerings - The new feature enables bookings for services such as massages, haircuts, and chef-prepared meals, which can be added to stays or booked independently [1][4] - Initially, services will be available in 10 categories across 100 cities in 8 countries, with experiences spanning 19 categories in 1,000 cities globally [4][6] - Exclusive experiences called Airbnb Originals will be launched, featuring celebrity partnerships for unique activities [8] Group 2: Competitive Landscape - The introduction of these services positions Airbnb in direct competition with other travel companies like Tripadvisor, Booking.com, and service providers like Yelp [4] Group 3: User Experience Enhancements - The app update includes a revamped interface for guests and hosts, allowing exploration and booking from Stay, Services, and Experiences categories [12][13] - Social features are being developed to enhance user interaction, including group chat functionalities for shared experiences [14][17] Group 4: Revenue Model - Airbnb will take a 15% commission from services and a 20% commission from experiences, with users seeing a single price during booking [11] Group 5: AI Integration - The company is leveraging AI for customer service, with plans for an AI assistant to provide personalized trip planning and support [18][20]

Market Capitalization Changes - Tesla's market capitalization increased by 6.75% to $1,025.4 billion [3] - TSMC's market capitalization rose by 5.93% to $969.7 billion [3] - Tencent's market capitalization grew by 4.66% to $609.8 billion [3] - Netflix's market capitalization decreased by 2.65% to $472.3 billion [3] - Oracle's market capitalization increased by 4.58% to $440.8 billion [3] Notable Performers - Shopify saw a significant increase of 13.7% in market capitalization, reaching $136.2 billion [4] - AppLovin experienced a remarkable rise of 89% to $1.177 billion [4] - AMD's market capitalization increased by 5.13% to $175.3 billion [5] - Uber's market capitalization rose by 6.39% to $184.2 billion [5] Decliners - Pinduoduo's market capitalization fell by 6.14% to $165.2 billion [4] - Xiaomi's market capitalization decreased by 2.11% to $163.4 billion [4] - Spotify's market capitalization declined by 4.23% to $127.3 billion [4] Other Companies of Interest - Adobe's market capitalization increased by 3.3% to $168.7 billion [4] - Qualcomm's market capitalization rose by 4.78% to $167.0 billion [4] - Intel's market capitalization increased by 3.55% to $96.7 billion [5] - Airbnb's market capitalization grew by 5.64% to $828 million [5]