Online Travel

Search documents
Airbnb to Report Q1 Earnings: What's in Store for the Stock?
ZACKS· 2025-04-29 15:50
Core Viewpoint - Airbnb (ABNB) is set to release its first-quarter 2025 results on May 1, with expected revenues between $2.23 billion and $2.27 billion, indicating a year-over-year increase of 4-6% or 7-9% when excluding foreign exchange impacts [1] Revenue and Earnings Expectations - The Zacks Consensus Estimate for first-quarter revenues is currently $2.26 billion, reflecting a year-over-year growth of 5.61% [1] - The consensus estimate for earnings is 25 cents per share, unchanged over the past 30 days, representing a 39.02% decline from the same quarter last year [2] Key Factors Influencing Performance - Airbnb saw an acceleration in Nights and Experiences Booked in Q4 2024, driven by strong growth in first-time bookers, particularly in the Asia Pacific and Latin America regions [3] - Year-over-year growth in Nights and Experiences Booked for Q1 2025 is expected to remain stable compared to Q1 2024 [3] - Average Daily Rates (ADR) are anticipated to dip year-over-year due to foreign exchange headwinds, although a modest increase is expected when excluding these impacts [4] Product and Service Enhancements - Over the past few years, Airbnb has introduced over 535 features and upgrades, including Guest Favourites and the Co-Host Network, which supports nearly 100,000 listings [5] - Enhanced search functionality and merchandising have led to higher conversion rates, contributing to expected growth in Q1 2025 [6] - The company is focusing on mainstream adoption of hosting and expanding beyond accommodations, with progress anticipated in the quarter under review [7] Financial Metrics and Challenges - Airbnb expects adjusted EBITDA and its margin to decline in Q1 2025 due to one-time calendar factors and currency headwinds, although the margin would remain flat year-over-year without these impacts [8] - Increased operational costs are expected to potentially impact the bottom line [8] Earnings Prediction Model - According to the Zacks model, Airbnb has a positive Earnings ESP of +7.39% and a Zacks Rank of 3, indicating a favorable outlook for an earnings beat [9]
KAYAK Launches KAYAK.ai to Pilot AI-First Features for Tech-Savvy Travelers
Prnewswire· 2025-04-29 14:00
STAMFORD, Conn., April 29, 2025 /PRNewswire/ -- Today, KAYAK is rolling out KAYAK.ai where real-time travel information meets conversational search. KAYAK.ai delivers the most up to date, comprehensive pricing information from 400+ providers in a chat-first format that travelers can trust. New CTO joins KAYAK to accelerate AI efforts KAYAK brings on new CTO to accelerate AI initiatives. Leading the charge is KAYAK's new Chief Technology Officer, Yaron Zeidman who brings 29 years of experience and a fresh pe ...
Travelzoo Reports First Quarter 2025 Results
Prnewswire· 2025-04-29 12:15
NEW YORK, April 29, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO): Travelzoo, the club for travel enthusiasts, today announced financial results for the first quarter ended March 31, 2025. Consolidated revenue was $23.1 million, up 5% from $22.0 million year-over-year. In constant currencies, revenue was $23.3 million, up 6% year-over-year. Travelzoo's reported revenue consists of advertising revenues and commissions, derived from and generated in connection with purchases made by Travelzoo members, and me ...
美团旅行报告:“五一”音乐节等观演旅游将带动酒旅消费超20亿元
news flash· 2025-04-29 11:35
美团旅行发布的《2025年五一观演旅游洞察报告》显示,"五一"期间全国5000人以上大型营业性演出预 计将超百场,观众人数将超200万人次,预计带动酒店旅游消费超20亿元,平台演唱会、音乐节专享景 区门票产品订单同比上涨近1倍,形成"3小时演出撬动72小时消费"的联动效应。(界面) ...
What Analyst Projections for Key Metrics Reveal About Airbnb (ABNB) Q1 Earnings
ZACKS· 2025-04-28 14:21
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 ...
“请4休11”带动“五一”长线游走热
Xin Hua Cai Jing· 2025-04-28 09:30
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]
Stock Market Sell-Off: 2 Stocks That Can Triple Your Money in 5 Years
The Motley Fool· 2025-04-27 08:45
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 Q1 2025 Earnings Conference Call on April 29 at 11:00 AM ET
Prnewswire· 2025-04-25 15:30
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. ...
2 Magnificent Stocks Near 52-Week Lows
The Motley Fool· 2025-04-25 13:37
Group 1: Coupang - Coupang is rapidly growing in the South Korean e-commerce market, generating $30 billion in annual revenue and $1 billion in free cash flow while expanding into new countries like Taiwan [7][9] - The company offers a premium service called Rocket Wow, which includes free same-day and next-day delivery, discounts on food delivery, and additional services like tire changes and appliance installations [6][7] - Coupang's gross profit increased by 29% year over year last quarter, indicating strong growth potential as it captures a larger share of the retail market in South Korea [8][9] Group 2: Airbnb - Airbnb has become a significant player in the global travel market, with $81.8 billion spent on its platform last year, reflecting a 12% year-over-year increase [10] - The company is expanding its marketplace geographically and by introducing new products tailored to specific markets, leading to over 20% growth in nights and experiences booked in regions like Latin America and Asia Pacific [11][12] - At a current price of $118, Airbnb stock is close to its 52-week low of $105.69, making it an attractive long-term investment opportunity [13]
Yatra Online, Inc. Receives NASDAQ Notification Letter
Newsfile· 2025-04-21 12:30
Core Points - Yatra Online, Inc. has received a notification from Nasdaq regarding non-compliance with the Minimum Bid Price Requirement, as the company's ordinary shares did not maintain a closing bid price of $1.00 per share from March 3, 2025, to April 14, 2025 [1] - The company has a compliance period of 180 days until October 13, 2025, to regain compliance by achieving a closing bid price of $1.00 or more for at least 10 consecutive business days [2] - If compliance is not regained by the deadline, the company may qualify for an additional 180-day compliance period, provided it meets other listing requirements [3] - The company is considering options to regain compliance, including a potential reverse stock split, but there is no guarantee of success [4] Company Overview - Yatra Online, Inc. is a leading corporate travel services provider in India, serving over 1200 corporate customers and offering a wide range of travel-related services [5] - The company has contracted approximately 108,000 hotels and homestays across 1,500 cities in India and around 2 million hotels globally, making it the largest platform for domestic hotels in India [5]