Airbnb爱彼迎发布2025年第二季度财务业绩

Core Insights - Airbnb's second-quarter performance in 2025 exceeded expectations across key metrics, with revenue reaching $3.1 billion, a 13% year-over-year increase, and net profit of $642 million, up 16% [1][6][3] Financial Performance - Revenue for Q2 2025 was $3.1 billion, up from $2.7 billion in Q2 2024, driven by robust growth in accommodation bookings and a slight increase in average daily rates (ADR) [6] - Net profit for Q2 2025 was $642 million, with a net profit margin of 21%, compared to $555 million in the same quarter of 2024 [6] - Adjusted EBITDA for Q2 2025 reached $1 billion, a 17% increase year-over-year, with an adjusted EBITDA margin of 34% [6] Cash Flow and Share Buybacks - Free cash flow for Q2 2025 was $1 billion, with a free cash flow margin of 31%, slightly down from $1.1 billion in Q2 2024 [7] - Over the past 12 months, Airbnb generated a total free cash flow of $4.3 billion, with a 12-month free cash flow margin of 37% [7] - The company repurchased $1 billion of Class A common stock in Q2 2025, with a total repurchase amount of $3.7 billion over the past year [7] Strategic Initiatives - Airbnb continues to focus on optimizing core services, expanding into international markets, and innovating product offerings, achieving significant progress in these areas [4] - The introduction of "Airbnb Services" and "Airbnb Experiences" in May 2025 aims to create a diversified platform beyond accommodation, with positive user feedback and increased market awareness [5] - Emerging markets have shown strong growth, with night bookings in these regions increasing at twice the rate of core markets, driven by localized product strategies and brand awareness initiatives [4]