While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective. Bearing this in mind, let's now explore the average estimates of specific Airbnb metrics that are commonly monitored and projected by Wall Street analysts. The consensus estimate for 'Gross Booking Value' stands at $24.62 billion. The estimate is in contrast t ...

Core Viewpoint - Booking Holdings will release its first quarter 2025 financial results on April 29, 2025, at approximately 4:00 p.m. ET, followed by a conference call to discuss these results at 4:30 p.m. ET on the same day [1][2]. Group 1: Financial Results Announcement - The financial results for the first quarter of 2025 will be available through a press release on the company's Investor Relations website [1]. - A conference call is scheduled for April 29 at 4:30 p.m. ET to discuss the financial results, which will be webcasted and available for audio replay for seven days [2]. Group 2: Company Overview - Booking Holdings is the leading provider of online travel and related services, operating in over 220 countries and territories through five main consumer-facing brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable [2]. - The company's mission is to facilitate global travel experiences for consumers and local partners [2].

Core Insights - The "May Day" holiday has seen a significant increase in long-distance travel, driven by the "4 days off, 11 days on" vacation strategy, with deep tourism becoming a prominent trend [1][2] Group 1: Travel Trends - Many consumers opted for the "4 days off, 11 days on" strategy during the "May Day" holiday, leading to a surge in medium to long-distance travel [1] - Popular tourist destinations such as Yunnan, Guangdong, and Guangxi experienced over 30% growth in cultural and tourism activities, while Xinjiang's growth approached 50% [1] - The demand for cultural and natural deep experiences has significantly increased, with destinations like Hainan and Guangdong seeing a rise in popularity [1] Group 2: Booking Patterns - Ctrip's report indicates that the "4 days off, 11 days on" strategy has stimulated long-distance travel bookings, with over 80% of accommodation orders being cross-city [2] - The proportion of users engaging in deep travel experiences, defined as staying two days or more, is expected to reach 20% during the holiday [2] - Tuniu's report shows that long-distance travel is the mainstream choice for users, with 46% of bookings for the "May Day" holiday being for domestic long-distance trips [2] Group 3: Market Outlook - Market participants anticipate that the continued influx of travelers to various destinations will lead to new highs in holiday market activity [3]

Group 1: Market Overview - The stock market is experiencing high uncertainty due to a trade war initiated by the United States, leading to significant declines in many stocks, some by 20% or more [1][2] - Despite the turbulence in 2025, there are opportunities for investors to acquire high-quality companies at discounted prices [2] Group 2: Remitly's Growth Potential - Remitly is positioned to gain market share in the remittance and international money-transfer market, which is characterized by high fees from legacy players [3] - The company reported a 32% year-over-year increase in customers, reaching 7.8 million, and a 39% year-over-year increase in send volume to $15.4 billion in Q4 2024 [4] - With annual remittances estimated at around $1 trillion, Remitly has significant room for growth, potentially tripling its revenue and stock price over the next five years [5] Group 3: Airbnb's Expansion Strategy - Airbnb is not growing as rapidly as Remitly but has the potential to triple its stock price by expanding profit margins and repurchasing stock [8][12] - The company is diversifying geographically, with strong growth in new markets like Brazil and Japan, where nights and experiences booked grew over 20% year-over-year [9] - Airbnb is investing in new products for both hosts and guests, which could further accelerate revenue growth beyond the current 12% year-over-year rate [10][11]

Travelzoo, the club for travel enthusiasts, will host a conference call to discuss the Company's financial results for the first quarter ended March 31, 2025. Travelzoo will issue a press release reporting its results before the market opens on April 29, 2025.HOW: A live webcast of Travelzoo's Q1 2025 earnings conference call can be accessed at http://ir.travelzoo.com/events-presentations. The webcast will be archived within 2 hours of the end of the call and will be available through the same link. ...

Core Insights - Fareportal has successfully integrated New Distribution Capability (NDC) with Frontier Airlines, enhancing the travel booking experience for customers [1][3] - Customers booking travel on Frontier through CheapOair or OneTravel can now select seats, purchase bags, and access the best available fares, along with self-service tools for managing travel plans [2][3] Fareportal Overview - Fareportal operates online travel agency brands CheapOair and OneTravel, connecting travelers to over 500 airlines, a million lodging options, and hundreds of car rental providers globally [4] - The company focuses on providing a seamless booking experience through various platforms, including mobile apps and live chat [4] Frontier Airlines Overview - Frontier Airlines is recognized as a leading ultra-low-cost carrier, offering a wide range of domestic and international destinations [3][5] - The airline has introduced new product offerings, including UpFront PlusSM seating and plans to offer First Class seating starting in late 2025 [3] - Frontier Airlines has the largest and youngest A320neo family fleet in the U.S. and was awarded North American Environmental Sustainability Airline of the Year in 2024 [5]

Market Overview - Recent stock market volatility presents opportunities for long-term investors to acquire quality businesses at discounted prices [2][3] - Major indices like the Dow Jones, S&P 500, and Nasdaq Composite have experienced significant fluctuations, with the Nasdaq entering its first bear market since 2022 [3] Sirius XM Holdings - Sirius XM is a unique satellite-radio operator with a legal monopoly, allowing it to maintain pricing power and stay ahead of inflation [5][6] - The company generates 76% of its net sales from subscriptions, providing stability during economic downturns compared to ad-driven competitors [6] - Sirius XM's forward P/E ratio is below 7, and it offers a dividend yield of 5.3%, indicating potential for substantial stock gains by 2035 [7] Intuitive Surgical - Intuitive Surgical holds a dominant market share in robotic-assisted surgical systems, with over 9,900 systems installed globally [9] - The company is shifting towards higher-margin revenue segments, such as instruments and servicing, which will enhance earnings growth [10] - Despite not being cheap, Intuitive Surgical is expected to maintain a steady earnings growth rate in the mid-teens [11] Airbnb - Airbnb is still in the early stages of expanding its platform, with over 5 million hosts, indicating potential for sustained double-digit sales growth [13] - The company is diversifying into experiences, which could capture a larger share of the $11 trillion global travel market [14] - Airbnb shares are currently trading at a forward P/E of nearly 23, presenting a favorable investment opportunity [15] The Trade Desk - The Trade Desk operates in the rapidly growing digital advertising sector, focusing on connected TV and video, with annual sales growth around 20% [17] - The adoption of Unified ID 2.0 technology positions The Trade Desk as a key player in the evolving digital advertising landscape [18] - The stock is trading at a forward P/E of over 22, significantly lower than its historical average, suggesting potential for growth [19] Visa - Visa dominates the payment processing market, accounting for approximately $6.45 trillion in credit card network purchase volume in the U.S., representing a 61% market share [21] - The company is expected to sustain double-digit growth through international expansion, particularly in underbanked emerging markets [22] - Visa shares are currently available at a 7% discount to their average forward earnings multiple since 2019, making it an attractive investment [23]

Core Points - Agoda's hotel booking app displays a price of 2509 yuan per night, but the final payment shows an average of 3234 yuan per night, resulting in a price difference of nearly 29% [1][3][4] - The price discrepancy is attributed to a 15% service fee and a 10% tax, which are only disclosed in small print during the final payment stage [1][6][8] - This lack of transparency in pricing has raised concerns among consumers, especially when compared to domestic OTA platforms that display all-inclusive prices [8][10][12] Pricing Transparency Issues - Consumers have reported that Agoda's pricing structure is misleading, as the initial displayed price does not include additional fees, impacting their travel budget [2][3][8] - In contrast, domestic OTAs like Ctrip and Qunar clearly indicate that their prices include taxes and fees, making it easier for consumers to understand the total cost upfront [10][12] - Agoda's customer service indicated that the pricing display depends on the hotel or supplier's policies, which can lead to inconsistencies across different platforms [12][13] Consumer Behavior and Expectations - Chinese consumers prefer to see a comprehensive price that includes all fees from the beginning, contrasting with practices in other countries where fees are often added later [13][16] - The dynamic pricing model used by Agoda, where different prices may be shown to the same consumer across various platforms, can create confusion and mistrust [13][16] - There is a call for Agoda to align its pricing display practices with local consumer expectations to better serve the Chinese market [16]

DÜSSELDORF, Germany, April 15, 2025 – trivago N.V. (NASDAQ: TRVG) is pleased to announce the appointment of Dr. Wolf Schmuhl as the company's new Chief Financial Officer, effective June 1, 2025. Dr. Schmuhl has proven himself during his tenure at trivago and is a natural fit for the role, bringing a wealth of experience in finance, strategic development, and leadership. "We are pleased to announce Wolf's appointment as CFO. Wolf brings deep financial expertise and proven leadership abilities to our team. ...

BKNG MOVES UP OVER 130 POINTS AT ITS HIGH OF THE DAY AFTER THE ALERT Market News and Data brought to you by Benzinga APIs and include firms, like https://www.tradepulse.net, which are responsible for parts of the data within this article. After Market Close UPDATE:The price at the time of the Power Inflow was $4559.51. The returns on the High price ($4693.97) and Close price ($4685.75) after the Power Inflow are respectively 2.9% and 2.7%. The result underlines the importance of a trading plan that includes ...