爱彼迎二季度收入净利润双增长，将加码AI驱动客服

Core Insights - Airbnb reported Q2 2025 revenue of $3.1 billion, a 13% year-over-year increase, driven by growth in booking volume, slight increases in average daily rates (ADR), and the timing of Easter [2] - The net profit for the same period reached $642 million, marking a 16% year-over-year increase, with a net profit margin of 21% [2] Financial Performance - Q2 revenue was $3.1 billion, up 13% year-over-year [2] - Net profit was $642 million, up 16% year-over-year, with a net profit margin of 21% [2] - Free cash flow for Q2 was $1 billion [8] Booking and Market Trends - Total nights booked and experiences reached 134 million, a 7% year-over-year increase, with May and June showing growth rates exceeding Q1 [5] - Significant growth in Latin America and Asia-Pacific regions, with increases of 10%-19% and 15%-20% respectively [5] - Emerging markets have seen booking growth for six consecutive quarters, with growth rates approximately double that of core markets [5] New Business Initiatives - Airbnb launched "Airbnb Services" and "Airbnb Experiences" in May, enhancing the app to support a one-stop booking experience [5] - The company plans to invest approximately $200 million in new business initiatives by 2025 [5] Technology and Innovation - The introduction of travel tags aims to enhance user engagement and cross-sell accommodations and experiences [6][7] - AI-driven customer service now covers 100% of U.S. users, reducing the need for human assistance by 15% [8] - Future plans include expanding AI capabilities to travel search and enhancing the platform's AI-first approach [8] Future Outlook - For Q3 2025, Airbnb expects revenue between $4.02 billion and $4.1 billion, representing an 8% to 10% year-over-year increase [7] - Adjusted EBITDA for Q3 is projected to exceed $2 billion, with a lower margin compared to Q3 2024 due to investments in new businesses [7] - The company announced a new share repurchase program, authorizing up to $6 billion in Class A common stock buybacks [8]