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]

Airbnb (ABNB) announced on Monday that it is rolling out total price display as the default setting for all guests globally, aiming to improve pricing clarity and support better booking decisions across its platform.The new pricing format shows the total cost of a stay, including all fees before taxes, directly in search results. First piloted in select markets in 2019 and made available globally through an optional toggle two years ago, the feature has since been used by nearly 17 million guests to date.Th ...