Airbnb(ABNB)
Search documents
Airbnb set to deliver modest Q2 revenue beat with new Experiences platform in focus
Proactiveinvestors NA· 2025-08-05 19:52
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
Airbnb Set to Report Q2 Earnings: What's in the Cards for the Stock?
ZACKS· 2025-08-04 18:25
Core Insights - Airbnb (ABNB) is set to release its second-quarter 2025 results on August 6, with expected revenues between $2.99 billion and $3.05 billion, indicating a year-over-year growth of 9-11% [1][9] - The Zacks Consensus Estimate for second-quarter revenues stands at $3.04 billion, reflecting a growth of 10.45% year over year [1][2] Revenue and Earnings Expectations - The consensus estimate for earnings is currently at 93 cents per share, revised upward by a penny in the last 30 days, representing an 8.14% increase from the previous year's quarter [2] - Airbnb has a mixed earnings surprise history, missing the Zacks Consensus Estimate in three of the last four quarters and beating it once, with an average surprise of 3.38% [2] Factors Influencing Q2 Performance - The favorable timing of Easter in April is expected to have contributed approximately 2 percentage points to revenue growth, alongside an increase in Nights and Experiences, particularly driven by high demand in Latin America [3][9] - However, softness in the U.S. market is anticipated to result in flat year-over-year growth in Average Daily Rate due to broader economic uncertainties [4] Currency and Market Dynamics - Easing foreign exchange headwinds, particularly the weakening of the U.S. dollar against the euro, is likely to have provided a slight positive impact on revenues, although ongoing currency pressures in Latin America may limit this effect [5] - The rollout of new features and updates, such as Guest Favorites, has led to over 350 million nights booked by May, positively impacting Q2 performance [6] Financial Metrics - Adjusted EBITDA is expected to have increased year over year, but its margin is projected to be flat to slightly down due to faster growth in marketing expenses related to new initiatives [7] - A modest positive impact on revenues is anticipated from the Summer Release event held on May 13 [7] Earnings Prediction Model - According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a moderate likelihood of an earnings beat [8][10]
Airbnb Q2 Preview: Can New Experiences App Help Beat Expectations?
Benzinga· 2025-08-04 15:27
When a company consistently hits its targets, what happens when expectations are set even higher? As Airbnb Inc ABNB prepares to reveal its second-quarter results, analysts are quietly optimistic about a surprise performance that could sway investors' views. Airbnb is likely to post "a modest beat" in its second-quarter results, given third-party data and stable nights growth reported by Booking Holdings Inc BKNG, according to BofA Securities. The Airbnb Analyst: Analyst Justin Post reaffirmed a Neutral rat ...
Airbnb Announces Music Partnership With Lollapalooza
Bloomberg Television· 2025-08-02 17:04
Lollapalooza is already underway this weekend and Romaine Bostick got the chance to catch up with David Stevenson. He is Airbnb's chief business officer and head of Employee Experience about the company's first ever global live music partnership with the music festival. Let's take a listen.I was super excited about the partnership with Lollapalooza and Live Nation. It's been the first ever big music partnership that we've ever had at Airbnb. Started off in Berlin and now I'm here in Chicago for Lollapalooza ...
Gear Up for Airbnb (ABNB) Q2 Earnings: Wall Street Estimates for Key Metrics
ZACKS· 2025-08-01 14:16
Core Viewpoint - Analysts expect Airbnb, Inc. to report quarterly earnings of $0.93 per share, reflecting an 8.1% year-over-year increase, with revenues projected at $3.03 billion, up 10.3% from the previous year [1]. Earnings Estimates - Over the last 30 days, there has been a 0.6% upward revision in the consensus EPS estimate for the quarter, indicating a collective reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Key Metrics Projections - Analysts project that 'Gross Booking Value' will reach $22.69 billion, compared to $21.28 billion reported in the same quarter last year [5]. - 'Nights and Experiences Booked' is expected to total 130.76 million, up from 125.10 million in the same quarter last year [5]. - The 'Gross Booking Value per Night and Experience Booked (ADR)' is projected at $170.35, slightly above the $169.53 reported in the same quarter last year [6]. Stock Performance - Over the past month, Airbnb shares have recorded a return of -3%, while the Zacks S&P 500 composite has increased by 2.3% [6]. - Based on its Zacks Rank 3 (Hold), Airbnb is expected to perform in line with the overall market in the upcoming period [6].
X @Bloomberg
Bloomberg· 2025-07-31 18:46
Business Strategy - Airbnb's business chief said a loyalty program is "under consideration" [1]
Airbnb, Inc. (ABNB) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-07-30 15:07
Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Airbnb, Inc. driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected on August 6, with a consensus EPS estimate of $0.93, reflecting an 8.1% year-over-year increase, and revenues projected at $3.03 billion, a 10.3% increase from the previous year [3][12]. - The consensus EPS estimate has been revised 0.33% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +3.78% for Airbnb, suggesting a likelihood of beating the consensus EPS estimate [12]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the predictive power of the Earnings ESP [10]. Historical Performance - In the last reported quarter, Airbnb was expected to post earnings of $0.25 per share but delivered $0.24, resulting in a -4.00% surprise [13]. - Over the last four quarters, Airbnb has only beaten consensus EPS estimates once [14]. Conclusion - While Airbnb is positioned as a compelling earnings-beat candidate, other factors may influence stock movement beyond just earnings results [15][17].
住过的每一间Airbnb,都给了我一杯咖啡
Hu Xiu· 2025-07-30 06:41
Core Insights - The article discusses the cultural significance of coffee in the Airbnb experience in the United States, highlighting how it serves as a welcoming gesture and a reflection of host philosophies [7][11][24]. Group 1: Airbnb and Coffee Culture - Airbnb hosts often provide coffee as a way to enhance guest experience, with coffee being a common element in many listings [4][6]. - The provision of coffee is not a strict requirement from Airbnb but rather a cultural norm that has developed within the community [3][4]. - Different types of coffee offerings by hosts reflect their hospitality philosophy, ranging from instant coffee to more elaborate setups with coffee machines [14][15][16]. Group 2: Coffee as a Daily Essential - Coffee is considered a fundamental part of adult life in the U.S., serving as a daily necessity rather than a luxury [7][24]. - The tradition of providing coffee in hotels dates back to the 1950s, aligning with the rise of the motel culture in America [19][20]. - While hotel coffee is seen as a basic service, Airbnb coffee offerings are viewed as a personal touch that enhances emotional connection [24][25]. Group 3: Impact on Hospitality Industry - The personalized coffee experience in Airbnb has prompted hotels to upgrade their coffee services, introducing more refined coffee corners and local roasts [25][26]. - High-end Airbnb listings are beginning to adopt cleanliness and functional design standards similar to boutique hotels [26].
Here's Why Airbnb, Inc. (ABNB) is a Strong Momentum Stock
ZACKS· 2025-07-29 14:51
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. It also includes access to the Zacks Style Scores. Mome ...
Airbnb's Cash Cow Can Thrive Despite Its Challenges
The Motley Fool· 2025-07-26 13:09
Core Insights - The short-term rental market is a significant and growing sector within the travel industry, projected to exceed $1.1 trillion by 2029, with younger generations increasingly favoring platforms like Airbnb [3]. Company Overview - Airbnb is a leading player in the short-term rental market, facing challenges such as local regulations and competition from homeowners' associations [2]. - The company operates primarily as a software platform, which allows it to maintain a low capital expenditure (capex) compared to traditional industries [6]. Financial Performance - Airbnb's capex was only $14 million last quarter, less than 1% of its revenue, while its free cash flow reached $4.4 billion, representing a remarkable 40% free cash flow margin [7][10]. - The company has utilized its cash flow to fund growth initiatives and conduct stock buybacks, repurchasing $3.5 billion worth of its stock over the last 12 months, which is about 4% of its total market capitalization [11]. Valuation Metrics - Airbnb currently trades at around 20 times its free cash flow, which is below its 2024 high of 29 and slightly under its 3-year average of 22, indicating it may be undervalued compared to its competitor Booking Holdings, which trades at 23 times its free cash flow [12]. - Given its strong cash-producing business model and lower market capitalization compared to Booking Holdings, Airbnb presents an attractive buy-and-hold investment opportunity [13].