Airbnb: Its Moat Can’t Improve Decelerating Booking Trend
Summary: The rate of growth for ABNB’s bookings has decelerated drastically compared to its travel
Summary: The rate of growth for ABNB’s bookings has decelerated drastically compared to its travel
Summary: Airbnb has been sold down after management announced that marketing spend would be brought
Summary: Airbnb Rooms has the potential to drive significant demand growth in the long term,
Summary: Airbnb’s Q1 results show softer-than-anticipated margins, pointing to potential profitability issues, while its AI
Summary: Overall, there’s a lot to like about Airbnb and a lot to dislike. Insider
Summary: Investors didn’t welcome Airbnb’s decelerating revenue growth rates. And yet, Airbnb reports very strong
Summary: Airbnb’s growth is driven by millennial travel, strong customer focus, and product leadership. FY23
Summary: Airbnb has proven its ability to effectively scale, achieving profitability for the first time
Summary: This is a tough macro environment, but Airbnb is sustaining strong growth regardless. The
Summary: Management expects to see mid-single-digit declines in ADRs, with the declines expected to accelerate