Topic

ABNB

A collection of 6 issues

Airbnb's unique demand driver

Traditional travel accommodation is still quite search driven. You go to Google or an OTA website/app and insert some details from the dropdown menu (destination, travel dates, number of guests, budget etc.) to pick your accommodation. But ever since going public, Brian Chesky has been highlighting that they would

Digital Advertising Snapshot, Corpay 2Q'25, Portfolio Change

Digital Advertising Snapshot As is the tradition in every earnings season, I am sharing my digital advertising Snapshot after 2Q’25 earnings. Three key takeaways: 1. For the nine consecutive quarters, Meta has outpaced Google in terms of incremental share. If Meta’s guide is any indication, that will almost

Airbnb 2Q'25 Update

Airbnb had a decent quarter. While nights booked decelerated to 7%, both Gross Booking Value (GBV) and revenue increased by double digit rate. Q2 started with a lot of economic uncertainty from tariffs but demand on Airbnb accelerated from April to July. However, the company cited impending hard comps for

MBI Daily Dose (July 06, 2025)

Companies or topics mentioned in today's Daily Dose: Inflection Point for AI adoption in enterprise, Airbnb and host experience I listened to this AlphaSense interview of Head of Generative AI Strategy at Cerebras (free trial link here). The expert forecasts that within the next 6–12 months enterprises

MBI Daily Dose (July 05, 2025)

Companies or topics mentioned in today's Daily Dose: Student loan, Progress in AI, AGI implications for rise and fall of nations, Traveling Apollo published a presentation titled “The pause on reporting delinquent federal student loans to credit rating bureaus has ended: Implications for consumer spending”. This is, unfortunately,

Airbnb: From Cereal Boxes to "Seven-Star" Travel Experience