SAN FRANCISCO, May 16, 2024 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) announced today that Chief Financial Officer, Ellie Mertz, will speak at the Bernstein 40th Annual Strategic Decisions Conference 2024 on Thursday, May 30, 2024 beginning at 11:30am PT / 2:30pm ET. A live webcast of the session will be available to the public at https://cc.webcasts.com/bern001/052924a_js/?entity=66_U3JYM71. A replay will be made available on the Investor Relations website at https://investors.airbnb.com. About Airbnb Ai ...

文章核心观点 - 尽管Airbnb(ABNB)的股价目前较历史高点下跌33%,但公司业务表现依然出色,是一家高质量的企业 [1][2][9][10] - Airbnb在当前经济环境下仍保持良好的增长势头,体现了消费者更倾向于消费旅行体验而非商品 [3][4][5][8] - Airbnb的估值相对较低,但其强劲的增长和高盈利能力使其值得以溢价估值 [9][10][11][12] - Airbnb作为一家成熟的全球性平台,具有较强的网络效应,未来发展前景良好 [13] 公司表现总结 - 2023年第一季度收入同比增长18%,达到22.9亿美元,夜间和体验预订量同比增长近10% [5] - 第一季度每股摊薄收益为0.41美元,同比增长超过一倍 [6] - 第二季度收入预计为26.8-27.4亿美元,同比增长8.4% [7] - 移动应用下载量同比增长60%,显示Airbnb平台需求持续增强 [8] 行业趋势总结 - 消费者更倾向于消费旅行体验,而非疫情期间的商品消费 [4] - 尽管经济环境存在不确定性,但Airbnb仍保持良好增长势头 [3]

This dominant internet-enabled enterprise should be on your investment radar right now. A poster child of the so-called gig economy, most investors have surely heard about Airbnb (ABNB -1.63%) by now. This company has a presence in almost every country across the globe, and its name has become synonymous with booking getaways. The travel stock hasn't been the best for its shareholders. As of this writing, it's down 33% from its peak price. But the valuation is compelling at a price-to-earnings ratio of 20. ...

Airbnb Inc (NASDAQ:ABNB) stock is down 1.1% to trade at $147.53 at last check, as the shares continue to struggle following a negative post-earnings reaction earlier this month. In fact, over the last week of trading, the equity has shed 7.5%. The $146 level is keeping the stock in check, however, and this latest pullback could have bullish implications. According to data from Schaeffer's Senior Quantitative Analyst Rocky White, Airbnb stock is within one standard deviation of its 126-day moving average, wh ...

There's a long runway of growth ahead for Airbnb. Investors haven't been pleased with Airbnb's (ABNB -0.83%) growth rate decelerating, but the company is facing a natural slowdown as the post-pandemic boom in travel spending ends. In this video, Travis Hoium explains why this isn't a big concern for investors. *Stock prices used were end-of-day prices of April 11, 2024. The video was published on May 13, 2024. ...

上市公司业绩 - Shopify和Roblox的强劲盈利结果被对今年余下时间前景的质疑所掩盖[1] - Disney在流媒体盈利能力方面取得进展，但传统电视业务持续受到观众减少的影响[7] - Shopify的季度营收增长了23%，但投资者对利润状况感到担忧，导致股价下跌20%[13] - Roblox的用户增长和使用量数据强劲，但管理层预计消费者增长将放缓，导致股价下跌20%[14] - Trade Desk的营收增长了20%，主要受益于Connected Television领域的投资和发展[22] - Airbnb的营收增长了18%，总体表现不错，但股价仍有所下跌[27] - 上市公司在未来指引方面存在失望，特别是营收较轻，管理层称之为“显著的季度逆风”，主要原因包括复活节假期的时间安排、第一季度的闰年日和外汇汇率变化的影响[29] - Airbnb可能面临类似于迪士尼的情况，即旅行需求的释放已经开始减弱，这可能会影响其业务[30] - 旅行相关公司中，国际市场仍然强劲，但美国市场似乎有所减弱，这种情况在许多旅行相关公司中都有体现[31] 饮料公司业绩 - 饮料公司Celsius的股价上涨15%，公司展示了业务利润增长60%，每股收益增长超过一倍，但营收增长略显不足，与其主要合作伙伴百事存在一些库存问题[33] - Celsius在能量和健身饮料市场中占据重要地位，其毛利率提升至51.2%，主要受益于运输和原材料成本的降低[34] - Celsius目前95%的营收来自美国市场，但公司正计划在英国、爱尔兰、澳大利亚、新西兰和法国等国家扩展业务，国际市场对其具有巨大机会[35] - Celsius的产品成分与其他能量饮料有所不同，主要围绕健身市场和健身世界构建品牌，这是其与其他能量公司的主要区别[37] - Celsius的产品口感不错，虽然并非大量饮用能量饮料，但其产品味道令人满意[38] 毕业生建议 - 毕业季节是智慧的一代，年轻人对自己未来职业的选择非常在意，但有时可能会过度思考，建议他们多与他人交流、结交朋友，尝试新事物[47] - 对于刚刚毕业的人，建议他们寻找导师时要选择真正关心自己的人，这些导师会真正为自己的最佳发展着想[48] - 对于刚刚毕业的人，如果感到迷茫或沮丧，建议多与他人交流、建立友谊，尤其是在当前社会孤独问题严重的情况下，更应该多与他人面对面交流[45] 调味品市场 - 市场对Sriracha生产商停产几个月的消息做出了积极反应，股价上涨3%[57] - Sriracha作为市场上最好的调味品，Andy选择卖出[58] - Cholula是Ron的首选热酱，他认为Sriracha是一种不同的调味品，可能会受到其他类似调味品制造商的竞争[59] - Sriracha生产商因辣椒供应问题导致成本增加，考虑提价以弥补损失[60] - 公司坚持质量，即使牺牲可用性也值得，对于劳动力市场的强劲表现，Ron仍然看好[61] - Fed试图减缓劳动力市场，Andy认为未来一年半可能会出现更多问题[64] - 劳动力市场出现裂痕，可能导致未来降低利率，市场可能会对此表示欢迎[65] 公司业绩 - Trex是一家环保复合户外甲板销售商，公司业绩出色，具有良好的市场前景[66] - Toast是一家帮助餐厅业主简化业务的软件平台，公司在增长和盈利方面取得进展[69]

This week was filled with more earnings reports headlined by some of our own companies, like Fiverr, travel companies such as Airbnb (non investment), while also seeing the divergence between Starbucks and Dutch Bros (big!). We also got jobless claims, ano while it was a single date point and one that is historically volatile, we think it could be the early sign of a cooling jobs market. This supports our view that the FED can get an all clear to cut by Q3 as economic activity moderates. Now onto the data! ...

These stocks are both profitable, but facing very different operating landscapes. While changing investor sentiment can drive steep fluctuations in the market and individual stocks, great businesses don't vanish overnight. Looking beyond share prices alone at the underlying company you plan to buy can help you separate the wheat from the chaff in your portfolio. Being selective about the types of stocks you buy while ensuring you only choose businesses that you plan to hold for a minimum of five years can h ...

Airbnb is down on its latest report, but investors are missing the forest for the trees. Airbnb's (ABNB -0.50%) first-quarter earnings report was fresh off the press on May 8. Despite solid beats on the top and bottom lines, investors sold the stock the following day as second-quarter guidance came up short. Shares lost 7%, a significant one-day sell-off for the travel leader. Revenue increased 18% year over year to $2.14 billion last quarter, ahead of the $2.06 billion consensus, while earnings per share m ...

Airbnb (ABNB) reported adjusted earnings of 41 cents per share for first-quarter 2024, which jumped from 18 cents per share reported in the year-ago quarter. The bottom line beat the Zacks Consensus Estimate by 78.3%. Revenues of $2.14 billion increased 18% on a reported basis, as well as on an FX-neutral basis, year over year. The top line also surpassed the Zacks Consensus Estimate by 3.7%. The year-over-year increase was driven by continued strength in travel demand and the timing of the Easter holiday. ...