IEOBSERVE Telegram 2040
Airbnb 第四季的營收年增17%至22.2億,優於預期的21.7億。調整後的獲利年增45%至7.38億,優於預期的6.45億。若算入非經常性的稅項虧損則是2.49億。

自由現金流年增26%至38億,強勁現金流讓公司在2023回購了22.5億的股票,並宣布高達60億美金的新回購。 $ABNB 預計Q1的營收在20.3-20.7億,換算年增12.7%,優於預期的20.3億。

Airbnb提到公司正處於一個拐點,在完善核心服務後,要投資更多在滲透率不足的國際市場來追求成長,並將在今年稍後分享其核心業務之外的擴張計劃。

CEO Chesky說「始終相信 Airbnb 注定要提供的不僅僅是一個住宿的地方。現在是我們超越核心業務並重塑 Airbnb 的時候了。」

提到在AI領域的發展,Airbnb強調他們不會去做像是LLM的基礎建設,但是能做到應用層,並相信Airbnb能建立最領先和創新的AI介面。

透過生成式AI可以提供更個人化的體驗,將使Airbnb能夠從單一領域垂直公司轉變為跨領域垂直公司。收購了 GamePlanner.AI這家Siri創造者的公司正是為了這個目標而努力。



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Airbnb 第四季的營收年增17%至22.2億,優於預期的21.7億。調整後的獲利年增45%至7.38億,優於預期的6.45億。若算入非經常性的稅項虧損則是2.49億。

自由現金流年增26%至38億,強勁現金流讓公司在2023回購了22.5億的股票,並宣布高達60億美金的新回購。 $ABNB 預計Q1的營收在20.3-20.7億,換算年增12.7%,優於預期的20.3億。

Airbnb提到公司正處於一個拐點,在完善核心服務後,要投資更多在滲透率不足的國際市場來追求成長,並將在今年稍後分享其核心業務之外的擴張計劃。

CEO Chesky說「始終相信 Airbnb 注定要提供的不僅僅是一個住宿的地方。現在是我們超越核心業務並重塑 Airbnb 的時候了。」

提到在AI領域的發展,Airbnb強調他們不會去做像是LLM的基礎建設,但是能做到應用層,並相信Airbnb能建立最領先和創新的AI介面。

透過生成式AI可以提供更個人化的體驗,將使Airbnb能夠從單一領域垂直公司轉變為跨領域垂直公司。收購了 GamePlanner.AI這家Siri創造者的公司正是為了這個目標而努力。

BY IEObserve 國際經濟觀察




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