Announcement • Apr 27
Airbnb, Inc., Annual General Meeting, Jun 05, 2026 Airbnb, Inc., Annual General Meeting, Jun 05, 2026. Announcement • Apr 10
Airbnb, Inc. to Report Q1, 2026 Results on May 07, 2026 Airbnb, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026 New Risk • Mar 13
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 5.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Announcement • Mar 11
Airbnb Announces Management Changes Airbnb announced on March 10, 2026 that it appointed Gus Fuldner, who led a global safety team at Uber, as Airbnb’s new head of global operations. He begins the new role on March 16, 2026. Fuldner replaces Tara Bunch, who Airbnb said is retiring after six years. Fuldner exited Uber last month, although he announced in December that he would be leaving after a dozen years at the rideshare company. His title at Uber was SVP of Core Services, which included safety, support, payments, insurance and identity. It’s an interesting moment for Airbnb to hire an executive with rideshare experience because Airbnb is testing ground transport services in many parts of the world in a quest to claim more of the “entire trip.” Over the last year, Airbnb has expanded its hotel business, relaunched Experiences and launched Services. At Airbnb, Fuldner will head community support, which includes host relations; fraud and safety operations, and AirCover insurance. Reported Earnings • Feb 13
Full year 2025 earnings released Full year 2025 results: Revenue: US$12.2b (up 10% from FY 2024). Net income: US$2.51b (down 5.2% from FY 2024). Profit margin: 21% (down from 24% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year. New Risk • Feb 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 4.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Feb 03
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.8% to Mex$2,097. The fair value is estimated to be Mex$2,725, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 9.1% per annum. Earnings are also forecast to grow by 13% per annum over the same time period. Announcement • Jan 30
Airbnb, Inc. to Report Q4, 2025 Results on Feb 12, 2026 Airbnb, Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026 Announcement • Dec 11
Expedia Group, Inc. (NasdaqGS:EXPE) agreed to acquire Tiqets International B.V. Expedia Group, Inc. (NasdaqGS:EXPE) agreed to acquire Tiqets International B.V. on December 10, 2025.
The transaction, which remains subject to Works Council advice and other customary closing conditions, is expected to close in the first quarter of 2026. Announcement • Nov 22
Airbnb, Inc. Announces Departure of Aristotle Balogh as Chief Technology Officer in December 2025 On November 18, 2025, Aristotle Balogh notified Airbnb, Inc. (the Company) that he will depart from his role as Chief Technology Officer of the Company in December 2025 and has agreed to remain at the Company through at least February 2026 to provide transition and other services in an advisory non-executive capacity. Announcement • Nov 09
Airbnb, Inc. Provides Earnings Guidance for Fourth Quarter 2025 Airbnb, Inc. provided earnings guidance for fourth quarter 2025. For quarter The company expects to generate revenue of $2.66 billion to $2.72 billion, representing year-over-year growth of 7% to 10%. Reported Earnings • Nov 07
Third quarter 2025 earnings released: EPS: US$2.25 (vs US$2.17 in 3Q 2024) Third quarter 2025 results: EPS: US$2.25 (up from US$2.17 in 3Q 2024). Revenue: US$4.10b (up 9.7% from 3Q 2024). Net income: US$1.37b (flat on 3Q 2024). Profit margin: 34% (down from 37% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year. Announcement • Oct 09
Airbnb, Inc. to Report Q3, 2025 Results on Nov 06, 2025 Airbnb, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 Reported Earnings • Aug 07
Second quarter 2025 earnings released: EPS: US$1.04 (vs US$0.87 in 2Q 2024) Second quarter 2025 results: EPS: US$1.04 (up from US$0.87 in 2Q 2024). Revenue: US$3.10b (up 13% from 2Q 2024). Net income: US$642.0m (up 16% from 2Q 2024). Profit margin: 21% (in line with 2Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Aug 07
Airbnb, Inc. (NasdaqGS:ABNB) announces an Equity Buyback for $6,000 million worth of its shares. Airbnb, Inc. (NasdaqGS:ABNB) announces a share repurchase program. Under the program, the company will repurchase up to $6,000 million worth of its Class A common stock shares. The program has no expiration date. Announcement • Jul 24
Airbnb, Inc. to Report Q2, 2025 Results on Aug 06, 2025 Airbnb, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Recent Insider Transactions • Jun 12
Co-Founder recently sold Mex$45m worth of stock On the 6th of June, Brian Chesky sold around 17k shares on-market at roughly Mex$2,703 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by Mex$950m. Reported Earnings • May 02
First quarter 2025 earnings released: EPS: US$0.25 (vs US$0.41 in 1Q 2024) First quarter 2025 results: EPS: US$0.25 (down from US$0.41 in 1Q 2024). Revenue: US$2.27b (up 6.1% from 1Q 2024). Net income: US$154.0m (down 42% from 1Q 2024). Profit margin: 6.8% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • Apr 28
Airbnb, Inc., Annual General Meeting, Jun 04, 2025 Airbnb, Inc., Annual General Meeting, Jun 04, 2025. Announcement • Apr 18
Airbnb, Inc. to Report Q1, 2025 Results on May 01, 2025 Airbnb, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025 New Risk • Apr 09
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (24% net profit margin). Significant insider selling over the past 3 months (Mex$102m sold). Buy Or Sell Opportunity • Feb 25
Now 20% undervalued Over the last 90 days, the stock has risen 2.4% to Mex$2,912. The fair value is estimated to be Mex$3,650, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 13% per annum over the same time period. Reported Earnings • Feb 14
Full year 2024 earnings released: EPS: US$4.19 (vs US$7.52 in FY 2023) Full year 2024 results: EPS: US$4.19 (down from US$7.52 in FY 2023). Revenue: US$11.1b (up 12% from FY 2023). Net income: US$2.65b (down 45% from FY 2023). Profit margin: 24% (down from 48% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Feb 14
Airbnb, Inc. Provides Earnings Guidance for the First Quarter of 2025 Airbnb, Inc. provided earnings guidance for the first quarter of 2025. For the quarter, the company expected to deliver revenue of $2.23 billion to $2.27 billion, representing year-over-year growth of 4% to 6%, or 7% to 9% excluding the impact of FX. Recent Insider Transactions • Feb 06
Co-Founder recently sold Mex$102m worth of stock On the 3rd of February, Brian Chesky sold around 38k shares on-market at roughly Mex$2,656 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Brian has been a net seller over the last 12 months, reducing personal holdings by Mex$906m. Buy Or Sell Opportunity • Feb 05
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.4% to Mex$2,661. The fair value is estimated to be Mex$3,365, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period. Announcement • Jan 31
Airbnb, Inc. to Report Q4, 2024 Results on Feb 13, 2025 Airbnb, Inc. announced that they will report Q4, 2024 results After-Market on Feb 13, 2025 Buy Or Sell Opportunity • Jan 21
Now 20% undervalued Over the last 90 days, the stock has risen 3.7% to Mex$2,716. The fair value is estimated to be Mex$3,398, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period. Buy Or Sell Opportunity • Jan 06
Now 21% undervalued Over the last 90 days, the stock has risen 6.8% to Mex$2,747. The fair value is estimated to be Mex$3,488, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 17% per annum over the same time period. Buy Or Sell Opportunity • Nov 08
Now 22% undervalued Over the last 90 days, the stock has risen 25% to Mex$2,700. The fair value is estimated to be Mex$3,455, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10.0% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Announcement • Oct 25
Airbnb, Inc. to Report Q3, 2024 Results on Nov 07, 2024 Airbnb, Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024 Buy Or Sell Opportunity • Oct 23
Now 21% undervalued Over the last 90 days, the stock has risen 1.7% to Mex$2,620. The fair value is estimated to be Mex$3,329, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are forecast to decline by 0.2% per annum over the same time period. New Risk • Oct 11
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.4% average weekly change). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (Mex$494m sold). New Risk • Aug 11
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.02% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Significant insider selling over the past 3 months (Mex$618m sold). New Risk • Aug 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 4.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (4.7% average weekly change). Minor Risk Significant insider selling over the past 3 months (Mex$618m sold). Reported Earnings • Aug 07
Second quarter 2024 earnings released: EPS: US$0.87 (vs US$1.02 in 2Q 2023) Second quarter 2024 results: EPS: US$0.87 (down from US$1.02 in 2Q 2023). Revenue: US$2.75b (up 11% from 2Q 2023). Net income: US$555.0m (down 15% from 2Q 2023). Profit margin: 20% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Over the last 3 years on average, earnings per share has increased by 106% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Jul 26
Co-Founder recently sold Mex$308m worth of stock On the 22nd of July, Brian Chesky sold around 115k shares on-market at roughly Mex$2,672 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$309m. Brian has been a net seller over the last 12 months, reducing personal holdings by Mex$618m. Announcement • Jul 24
Airbnb, Inc. to Report Q2, 2024 Results on Aug 06, 2024 Airbnb, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024 Recent Insider Transactions • Jun 27
Co-Founder recently sold Mex$309m worth of stock On the 24th of June, Brian Chesky sold around 115k shares on-market at roughly Mex$2,681 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Brian's only on-market trade for the last 12 months. Buy Or Sell Opportunity • May 10
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.0% to Mex$2,470. The fair value is estimated to be Mex$3,094, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 0.3% per annum over the same time period. Reported Earnings • May 09
First quarter 2024 earnings released First quarter 2024 results: Revenue: US$2.14b (up 18% from 1Q 2023). Net income: US$264.0m (up 126% from 1Q 2023). Profit margin: 12% (up from 6.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Announcement • Apr 26
Airbnb, Inc. to Report Q1, 2024 Results on May 08, 2024 Airbnb, Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024 Announcement • Apr 21
Airbnb, Inc., Annual General Meeting, Jun 05, 2024 Airbnb, Inc., Annual General Meeting, Jun 05, 2024, at 10:00 Pacific Standard Time. Agenda: To elect Brian Chesky, Angela Ahrendts and Kenneth Chenault as Class I Directors to serve until the 2027 Annual Meeting of Stockholders, and until their respective successors are duly elected and qualified; to ratify the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024; to approve, on an advisory (non-binding) basis, the compensation of named executive officers; to approve the amendment and restatement of Restated Certificate of Incorporation to provide for the exculpation of officers; and to consider one stockholder proposal, if properly presented at the Annual Meeting. New Risk • Feb 16
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.5% average weekly change). Reported Earnings • Feb 16
Full year 2023 earnings released: EPS: US$7.50 (vs US$2.97 in FY 2022) Full year 2023 results: EPS: US$7.50 (up from US$2.97 in FY 2022). Revenue: US$9.92b (up 18% from FY 2022). Net income: US$4.79b (up 153% from FY 2022). Profit margin: 48% (up from 23% in FY 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Announcement • Jan 31
Airbnb, Inc. to Report Q4, 2023 Results on Feb 13, 2024 Airbnb, Inc. announced that they will report Q4, 2023 results After-Market on Feb 13, 2024 Buy Or Sell Opportunity • Jan 29
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to Mex$2,597. The fair value is estimated to be Mex$2,155, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are forecast to decline by 8.2% per annum over the same time period. Announcement • Dec 10
Airbnb, Inc. Announces CFO Changes On December 4, 2023, the Board of Directors of Airbnb, Inc. appointed Dave Stephenson, the Company's Chief Financial Officer, as the Company's Chief Business Officer effective as of January 1, 2024. Between January 1, 2024 and March 1, 2024, Mr. Stephenson will serve as both the Company's Chief Financial Officer and Chief Business Officer. On the CFO Transition Date, and as described in more detail below, Ellie Mertz is expected to assume the role of Chief Financial Officer of the Company and Mr. Stephenson will cease serving in that capacity but will continue to serve as Chief Business Officer. Also on December 4, 2023, the Board appointed Ellie Mertz as the Company's Chief Financial Officer effective as of the CFO Transition Date. Ms. Mertz, age 46, is currently the Company's Vice President of Finance, where she is responsible for strategic finance and analytics, corporate planning, and investor relations. Prior to joining Airbnb in 2013, she served as Vice President of Finance at Netflix, Inc., where she held various finance roles from 2006 to 2013. Ms. Mertz currently serves on the boards of Faire and DoorDash, Inc. She holds a B.A. in Science, Technology & Society and an M.A. in History from Stanford University, an M.B.A. from the Stanford Graduate School of Business, and a Master of International Affairs from Columbia University. Announcement • Dec 09
Airbnb, Inc. Announces the Departure of Catherine Powell as Global Head of Hosting, Effective from June 30, 2024 On December 4, 2023, Airbnb, Inc. and Catherine Powell, the Company's Global Head of Hosting, agreed that Ms. Powell will depart from the Company on June 30, 2024. Ms. Powell will remain employed as the Company's Global Head of Hosting through December 31, 2023 and will serve in a transitionary role through June 30, 2024. In connection with her transition services, the Company has entered into a Retention Agreement with Ms. Powell. Pursuant to the Retention Agreement, Ms. Powell will continue to be paid her current annual base salary through the Planned Departure Date, and her outstanding equity awards will continue to vest in accordance with their terms, in each case, subject to her continued employment with the Company. Announcement • Nov 15
Airbnb, Inc. (NasdaqGS:ABNB) acquired GamePlanner.AI. Airbnb, Inc. (NasdaqGS:ABNB) acquired GamePlanner.AI Limited on November 14, 2023. CNBC reports that the purchase price was around $200 million.
Airbnb, Inc. (NasdaqGS:ABNB) completed the acquisition of GamePlanner.AI on November 14, 2023. New Risk • Nov 03
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 13% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change). Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: US$6.83 (vs US$1.90 in 3Q 2022) Third quarter 2023 results: EPS: US$6.83 (up from US$1.90 in 3Q 2022). Revenue: US$3.40b (up 18% from 3Q 2022). Net income: US$4.37b (up 260% from 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Announcement • Nov 02
Airbnb, Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year of 2023 Airbnb, Inc. announced that in terms of the guidance for the fourth quarter of 2023, they have revenue guidance between $2.13 billion and $2.17 billion. So that's revenue growth between 12% and 14%.For the year, the company continue to highlight the revenue growth that they're still expecting this year between 12% and 14% and growth overall. Announcement • Oct 19
Airbnb, Inc. to Report Q3, 2023 Results on Nov 01, 2023 Airbnb, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023 Buying Opportunity • Oct 14
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 5.2%. The fair value is estimated to be Mex$2,826, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 14% per annum over the same time period. Announcement • Sep 12
Airbnb, Inc. Announces Board Changes On September 7, 2023, the Board of Directors (the “Board”) of Airbnb, Inc. (the “Company”) appointed James Manyika to serve as a Class III director on the Board and as a member and, in place of Angela Ahrendts, as the Chair of the Stakeholder Committee of the Board (the “Stakeholder Committee”), in each case, effective as of September 7, 2023, to serve for an initial term expiring at the Company’s 2026 annual meeting of stockholders and until his successor has been elected and qualified or until his earlier death, resignation, disqualification or removal. In connection with Mr. Manyika’s appointment as Chair of the Stakeholder Committee in place of Ms. Ahrendts, Ms. Ahrendts will continue to serve as a member of the Stakeholder Committee. Buying Opportunity • Aug 17
Now 20% undervalued Over the last 90 days, the stock is up 16%. The fair value is estimated to be Mex$2,768, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 15% per annum over the same time period. Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: US$1.02 (vs US$0.59 in 2Q 2022) Second quarter 2023 results: EPS: US$1.02 (up from US$0.59 in 2Q 2022). Revenue: US$2.48b (up 18% from 2Q 2022). Net income: US$650.0m (up 72% from 2Q 2022). Profit margin: 26% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Hospitality industry in South America. Announcement • Aug 04
Airbnb, Inc. Provides Earnings Guidance for the Third Quarter of 2023 Airbnb, Inc. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects to deliver revenue of $3.3 billion to $3.4 billion, which represents year-over-year growth of between 14% and 18%, and a few points lower excluding the impact of FX. Announcement • Jul 23
Airbnb, Inc. to Report Q2, 2023 Results on Aug 03, 2023 Airbnb, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 03, 2023 Announcement • Jun 08
Airbnb, Inc. Elects Alfred Lin as Directors Airbnb, Inc. on June 1, 2023 at its 2023 Annual Meeting of Stockholders elected Alfred Lin as Directors. Valuation Update With 7 Day Price Move • May 16
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to Mex$1,838, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 21x in the Hospitality industry globally. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,779 per share. Announcement • May 11
Airbnb, Inc. Provides Earnings Guidance for the Second Quarter of 2023 Airbnb, Inc. provided earnings guidance for the second quarter of 2023. For the period, The company expects to deliver revenue of $2.35 billion to $2.45 billion in Second Quarter 2023. Reported Earnings • May 10
First quarter 2023 earnings released: EPS: US$0.18 (vs US$0.03 loss in 1Q 2022) First quarter 2023 results: EPS: US$0.18 (up from US$0.03 loss in 1Q 2022). Revenue: US$1.82b (up 21% from 1Q 2022). Net income: US$117.0m (up US$135.8m from 1Q 2022). Profit margin: 6.4% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Hospitality industry in South America. Announcement • May 10
Airbnb, Inc. (NasdaqGS:ABNB) announces an Equity Buyback for $2,500 million worth of its shares. Airbnb, Inc. (NasdaqGS:ABNB) announces a share repurchase program. Under the program, the company will repurchase up to $2,500 million worth of its Class A shares. Reported Earnings • Feb 16
Full year 2022 earnings released: EPS: US$2.97 (vs US$0.57 loss in FY 2021) Full year 2022 results: EPS: US$2.97 (up from US$0.57 loss in FY 2021). Revenue: US$8.40b (up 40% from FY 2021). Net income: US$1.89b (up US$2.25b from FY 2021). Profit margin: 23% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in South America. Announcement • Feb 15
Airbnb, Inc. Provides Earnings Guidance for the First Quarter of 2023 Airbnb, Inc. provided earnings guidance for the first quarter of 2023. For the period, the company expects revenue of $1.75 billion to $1.82 billion. This represents year-over-year growth of between 16% and 21% and on an ex-FX basis between 18% and 23%. Announcement • Feb 01
Airbnb, Inc. to Report Q4, 2022 Results on Feb 14, 2023 Airbnb, Inc. announced that they will report Q4, 2022 results After-Market on Feb 14, 2023 Reported Earnings • Nov 03
Third quarter 2022 earnings released: EPS: US$1.90 (vs US$1.34 in 3Q 2021) Third quarter 2022 results: EPS: US$1.90 (up from US$1.34 in 3Q 2021). Revenue: US$2.88b (up 29% from 3Q 2021). Net income: US$1.21b (up 46% from 3Q 2021). Profit margin: 42% (up from 37% in 3Q 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in South America. Valuation Update With 7 Day Price Move • Sep 22
Investor sentiment deteriorated over the past week After last week's 18% share price decline to Mex$2,090, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 19x in the Hospitality industry globally. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,091 per share. Reported Earnings • Aug 03
Second quarter 2022 earnings released: EPS: US$0.59 (vs US$0.11 loss in 2Q 2021) Second quarter 2022 results: EPS: US$0.59 (up from US$0.11 loss in 2Q 2021). Revenue: US$2.10b (up 58% from 2Q 2021). Net income: US$378.8m (up US$447.1m from 2Q 2021). Profit margin: 18% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 20%, compared to a 37% growth forecast for the industry in Mexico. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment deteriorated over the past week After last week's 15% share price decline to Mex$2,025, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 20x in the Hospitality industry globally. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,478 per share. Buying Opportunity • May 09
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 27%. The fair value is estimated to be Mex$3,131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 27% per annum over the same time period. Reported Earnings • May 04
First quarter 2022 earnings released: US$0.03 loss per share (vs US$1.95 loss in 1Q 2021) First quarter 2022 results: US$0.03 loss per share (up from US$1.95 loss in 1Q 2021). Revenue: US$1.51b (up 70% from 1Q 2021). Net loss: US$18.8m (loss narrowed 98% from 1Q 2021). Over the next year, revenue is forecast to grow 26%, compared to a 50% growth forecast for the industry in Mexico. Buying Opportunity • Mar 08
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 26%. The fair value is estimated to be US$3,733, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has declined by 35% per annum over the last 3 years. Reported Earnings • Feb 16
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: US$0.57 loss per share (up from US$16.12 loss in FY 2020). Revenue: US$5.99b (up 77% from FY 2020). Net loss: US$352.0m (loss narrowed 92% from FY 2020). Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 22%, compared to a 52% growth forecast for the restaurants industry in Mexico. Recent Insider Transactions • Jan 30
Co-Founder recently sold Mex$7.5m worth of stock On the 27th of January, Joseph Gebbia sold around 3k shares on-market at roughly Mex$3,012 per share. This was the largest sale by an insider in the last 3 months. Joseph has been a seller over the last 12 months, reducing personal holdings by Mex$323m. Reported Earnings • Nov 06
Third quarter 2021 earnings released: EPS US$1.35 (vs US$0.83 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$2.24b (up 67% from 3Q 2020). Net income: US$833.9m (up 280% from 3Q 2020). Profit margin: 37% (up from 16% in 3Q 2020). The increase in margin was driven by higher revenue. Recent Insider Transactions • Sep 02
Co-Founder recently sold Mex$161m worth of stock On the 27th of August, Joseph Gebbia sold around 51k shares on-market at roughly Mex$3,135 per share. This was the largest sale by an insider in the last 3 months. Joseph has been a seller over the last 12 months, reducing personal holdings by Mex$315m. Reported Earnings • Aug 14
Second quarter 2021 earnings released: US$0.11 loss per share (vs US$0.83 profit in 2Q 2020) The company reported a poor second quarter result with weaker earnings and control over costs, although revenues were flat. Second quarter 2021 results: Revenue: US$1.34b (flat on 2Q 2020). Net loss: US$68.2m (down 131% from profit in 2Q 2020). Breakeven Date Change • Aug 14
Forecast breakeven moved forward to 2022 The 33 analysts covering Airbnb previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 83% to 2021. The company is expected to make a profit of US$206.6m in 2022. Average annual earnings growth of 43% is required to achieve expected profit on schedule. Recent Insider Transactions • Jul 10
Co-Founder recently sold Mex$154m worth of stock On the 1st of July, Joseph Gebbia sold around 50k shares on-market at roughly Mex$3,097 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$1.4b. This was Joseph's only on-market trade for the last 12 months. Recent Insider Transactions • Jun 03
Co-Founder recently sold Mex$1.4b worth of stock On the 27th of May, Nathan Blecharczyk sold around 486k shares on-market at roughly Mex$2,796 per share. This was the largest sale by an insider in the last 3 months. This was Nathan's only on-market trade for the last 12 months. 
