Market Overview - Major U.S. equities indexes experienced mixed results, with the S&P 500 closing with a minimal loss of less than 0.1%, the Dow slipping 0.4%, and the Nasdaq gaining 0.4% [2][3]. - Despite the mixed action on Friday, all three major market gauges posted weekly gains [3]. Company Performances - **Airbnb (ABNB)**: The stock surged 14.5% after exceeding expectations for fourth-quarter profits, bookings, and gross booking value. The CEO indicated plans to develop the Airbnb app into a comprehensive travel platform [4]. - **Super Micro Computer (SMCI)**: Shares rose 13.3% following a positive fiscal 2026 revenue outlook and news of Meta Platforms' significant investment in humanoid robots, which would utilize Supermicro's servers [5]. - **Wynn Resorts (WYNN)**: The company reported fourth-quarter results that surpassed sales and profit estimates, leading to a 10.4% increase in shares. Strong performance was noted from its Wynn Palace property in Macau and Las Vegas operations, along with progress on a new resort in the UAE set to open in March 2027 [6]. - **GoDaddy (GDDY)**: Shares fell 14.3% after posting mixed fourth-quarter results, with revenue exceeding estimates but earnings per share falling short. Analysts noted progress in product initiatives but reduced the price target due to valuation concerns [7]. - **DaVita (DVA)**: The stock declined 11.1% after the company provided a lackluster outlook for adjusted profits in 2025, citing high healthcare costs. Additionally, major investor Berkshire Hathaway reduced its position in DaVita [8]. - **Applied Materials (AMAT)**: Shares dropped 8.2% despite beating sales and profit estimates for its fiscal first quarter of 2025. The company warned that recent export restrictions to China would negatively impact sales, estimating a revenue reduction of $400 million for the full fiscal year [9].

Airbnb (ABNB) reported fourth-quarter 2024 adjusted earnings of 73 cents per share, comfortably beating the Zacks Consensus Estimate by 25.86%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.ABNB’s earnings beat the Zacks Consensus Estimate twice and missed in the remaining two of the trailing four quarters, the earnings surprise being 23.94%, on average.Revenues of $2.48 billion increased 11.8% year over year, both on a reported and FX-neutral basis. The top line beat the Zacks Conse ...

Core Insights - Airbnb shares surged 14% following stronger-than-expected fourth-quarter earnings, marking a significant increase in stock performance [1] - The company reported earnings of 73 cents per share on $2.48 billion in revenue, exceeding analyst estimates of 58 cents per share and $2.42 billion in revenue, with a 12% year-over-year revenue growth [2] - Airbnb's net income reached $461 million, a turnaround from a loss of $349 million in the same quarter last year, with adjusted profit showing a 4% year-over-year growth [3] Financial Performance - Gross booking value increased to $17.6 billion, surpassing the forecast of $17.2 billion, with 111 million nights and experiences booked, reflecting a 12% year-over-year growth [4] - The company plans to invest $200 million to $250 million to scale new business opportunities, aiming to enhance the Airbnb app to serve as a comprehensive platform for travel and living needs [5] - Despite strong fourth-quarter results, Airbnb provided a light revenue guidance for the current quarter, estimating $2.23 billion to $2.27 billion, below the $2.3 billion estimate [6] Strategic Initiatives - Airbnb is executing a multi-year strategy to enhance core services, accelerate global market growth, and launch new offerings, indicating a commitment to long-term development [3] - The CEO mentioned the potential for new business ventures to generate $1 billion in revenue, with plans to launch one or two new businesses annually over the next five years [6] - The company has also been active in community support, housing over 19,000 people and 2,300 pets affected by recent wildfires, receiving $27 million in donations [7]

Airbnb wants to be a one-stop shop for travel.In this video, I will cover Airbnb's (ABNB 14.63%) latest earnings and explain why the stock is soaring on Friday. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Feb. 13, 2025. The video was published on Feb. 13, 2025. ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Core Insights - Airbnb is focusing on enhancing its mobile app to improve user experience and increase growth, as it is accessed by approximately 1.6 billion devices annually but is not frequently used [1] - The company aims to modernize its app to provide a more streamlined booking process and personalized experiences, similar to Amazon's model [2] - Recent upgrades to the app include over 50 enhancements such as personalized recommendations and intuitive design changes, aimed at making it easier for users to find suitable accommodations [2][3] Financial Performance - In Q4, Airbnb reported a revenue increase of 12% to $2.5 billion, with full-year revenue also rising 12% to $11.1 billion [5] - Gross bookings for Q4 grew by 13% to $17.6 billion, while full-year gross bookings climbed 12% to $81.8 billion [5] - Nights and experiences booked in Q4 increased by 12% to $111 billion, with a full-year rise of 10% to $491.5 billion [5] Technology and User Engagement - The mobile app has higher conversion rates compared to the mobile website, prompting the company to encourage more users to utilize the app [3] - Airbnb has modernized its technology stack and messaging system, enhancing communication between guests and hosts, which has already shown positive impacts on usability and growth [4][8] - More than 75% of Gen Z travelers are now using the Airbnb app for bookings, indicating a shift in user engagement [4] Future Outlook - The company anticipates strong demand in Q1, with revenue projections between $2.23 billion and $2.27 billion, reflecting a growth of 4%-6% [7] - Airbnb is preparing for its next chapter, aiming to outpace the travel industry's growth in 2024 and executing a multiyear strategy to enhance core services and expand globally [9]

Financial Data and Key Metrics Changes - In Q4 2024, Airbnb, Inc. reported revenue growth of 12% year-over-year, reaching $2.5 billion, with net income of $461 million and adjusted EBITDA of $765 million [16][19] - For the full year, adjusted EBITDA totaled $4 billion, representing a margin of 36%, with over 4,000 basis points of EBITDA margin expansion since 2020 [16][18] - Free cash flow generated in Q4 was $458 million, totaling $4.5 billion for the year, resulting in a free cash flow margin of 40% [17][18] Business Line Data and Key Metrics Changes - Nights and experiences booked accelerated by 12% in Q4, marking the highest year-over-year growth quarter of 2024 [16] - The cohost network has grown to nearly 100,000 listings, significantly contributing to revenue generation [10][121] Market Data and Key Metrics Changes - Airbnb's business is concentrated in its top five core markets (US, UK, Canada, France, Australia), which account for about 70% of gross booking value [30] - Targeted markets outside the top five are growing at double the rate of core markets, indicating successful expansion efforts [31] Company Strategy and Development Direction - Airbnb is executing a multiyear growth strategy focused on perfecting its core service, accelerating growth in global markets, and launching new offerings [15][21] - The company plans to invest $200 million to $250 million in launching and scaling new businesses in 2025, while maintaining strong profitability [22][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong demand continuing into 2025, despite challenging year-over-year comparisons due to calendar impacts [19][20] - The company aims to enhance its technology stack to innovate faster and expand beyond short-term rentals, positioning itself for future growth [13][14] Other Important Information - Airbnb has rebuilt its platform with a new technology stack, enabling faster innovation and improved user experience [13][14] - The company has repurchased $838 million of Class A common stock in Q4 and $3.4 billion for the full year, with $3.3 billion remaining on its repurchase authorization [18] Q&A Session Summary Question: Localization efforts in various countries - Management highlighted that localization efforts vary by market, with Brazil showing significant success while Japan is still in early stages [32][30] Question: Investment allocation for new businesses - The planned $200 to $250 million investment will primarily focus on marketing and product development to support new offerings [34][35] Question: AI integration and internal efficiencies - Management discussed plans for AI-powered customer support and potential internal efficiencies, particularly in customer service and engineering productivity [40][49] Question: Product innovation pace and tech stack benefits - The new tech stack is expected to significantly increase product velocity, with more upgrades planned for 2025 compared to previous years [58][59] Question: North American market growth potential - Management believes there is substantial room for growth in North America, which is still dominated by hotels, and plans to target underrepresented demographics [114][115] Question: Cohost network performance - The cohost network has shown strong performance, with listings managed by cohosts generating about twice the revenue compared to other listings [120][121]

Core Insights - For the quarter ended December 2024, Airbnb, Inc. reported revenue of $2.48 billion, reflecting an 11.8% increase year-over-year and a surprise of +2.47% over the Zacks Consensus Estimate of $2.42 billion [1] - The earnings per share (EPS) for the quarter was $0.73, down from $0.76 in the same quarter last year, with an EPS surprise of +25.86% compared to the consensus estimate of $0.58 [1] Financial Performance Metrics - Gross Booking Value reached $17.60 billion, exceeding the average estimate of $17.18 billion from nine analysts [4] - Nights and Experiences Booked totaled 111 million, surpassing the average estimate of 108.49 million based on eight analysts [4] - The Average Daily Rate (ADR) for Gross Booking Value per Night and Experience was $158.13, slightly below the estimated $158.50 from seven analysts [4] Stock Performance - Airbnb shares have returned +6% over the past month, outperforming the Zacks S&P 500 composite's +3.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Thursday, February 13, 2025Markets rallied this afternoon after decent gains earlier. We were supposed to see the start of major tariffs being levied on our global trading partners, but they have yet to be set. The market lives to fret over trade taxes another day.The Dow surged +362 points, +0.77%, while the S&P 500 gained +63 points, +1.04% — and the seventh close at or above 6100 in the past three weeks. The Nasdaq grew +295, +1.50%, and the small-cap Russell 2000 rose +24 points, +1.08%.Big Earnings Aft ...

Airbnb (ABNB) swung to a bigger-than-expected profit in the fourth quarter, sending shares soaring in extended trading Thursday. The company’s revenue grew 12% year-over-year to $2.5 billion, above the analyst consensus tracked by Visible Alpha. Its net income of $461 million, or 73 cents per share, compared to a loss of $349 million, or 55 cents per share, a year earlier, beating expectations.  The gains came as bookings rose 12% to 111 million, with growth across regions. Airbnb's gross booking value was ...