一季度房晚销售3.19亿，分析师预期3.166亿。 Booking一季度营收47.6亿美元，分析师预期45.9亿美元。 ...

Financial Performance - Revenue increased by 5% year-over-year, reaching $23.1 million in Q1 2025, the highest quarterly revenue since the pandemic[5][6] - Operating profit decreased from $5.6 million in Q1 2024 to $3.7 million in Q1 2025, due to increased investment in member growth[5][6] - Non-GAAP operating profit was $4.3 million, representing 19% of revenue in Q1 2025[28] - Cash flow from operations was $3.3 million, and the company repurchased 590,839 shares, decreasing cash to $12.2 million[33] Segment Performance - North America segment revenue increased from $4.4 million in Q1 2024 to $6.7 million in Q1 2025[9] - Europe segment revenue increased from $3.3 million in Q1 2024 to $6.7 million in Q1 2025[9] - Jack's Flight Club segment revenue increased from $14.2 million in Q1 2024 to $15.1 million in Q1 2025[9] Revenue Streams - Membership fees increased from $1.6 million to $2.4 million, driving significant and incremental revenue growth[15] - Total revenue increased from $20.7 million in Q1 2024 to $23.1 million in Q1 2025[38] Investments and Expenses - Operating expenses and cost of revenues increased from $16.4 million in Q1 2024 to $19.4 million in Q1 2025[40] - The company is investing more in member growth, which is expected to accelerate revenue growth in coming quarters[5][37]

Investors might want to bet on TripAdvisor (TRIP) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing e ...

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]

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 ...

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） ...

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 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]