Airbnb: Expect More Brilliance From Q4 Earnings


  • Airbnb is the category-defining leader in the travel industry.
  • It suffered throughout the pandemic, but came roaring back in 2021 and beyond.
  • Despite shares of this company being down 40% from their 52-week highs, Airbnb’s business performance has been nothing short of phenomenal.
  • With a cloud now hanging over the travel industry for 2023, Airbnb’s Q4 results give this company a chance to show its quality.
  • I, for one, expect it to deliver once again.
Couple tourist drinking coffee and eating breakfast against mountain view at countryside home or homestay in the morning. Vacation, together travel, honeymoon, blogger, journey and trip concept

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Investment Thesis

Airbnb (NASDAQ:ABNB) is the category-defining leader in the travel industry, with an incredibly strong brand known all around the world. The travel industry has been a difficult place to be for the past few years as the world ground

Disclosure: I/we have a beneficial long position in the shares of ABNB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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