ABNB Earnings Prediction
The chart below shows how ABNB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ABNB sees a +1.54% change in stock price 10 days leading up to the earnings, and a -5.01% change 10 days following the report. On the earnings day itself, the stock moves by +0.59%. This data can give you a slight idea of what to expect for the next quarter's release.
ABNB Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.73B
9.86%
35.81%
Gross Margin
77.65%
0.60%
12.07%
Operating Margin
40.86%
-7.22%
125.87%
Net Margin
36.66%
-71.53%
81.49%
EPS
2.13
-67.87%
147.67%
No Data Available
ABNB Earnings Analysis
Airbnb, Inc. Class A Common Stock Corporation (ABNB.O) Earnings Conference Call
Positive
Strong Q3 Revenue Growth: Airbnb reported a strong third quarter with revenue growth of 10% year-over-year, reaching $3.7 billion.
Net Income and Margin: Net income was $1.4 billion, representing a net income margin of about 37%.
Free Cash Flow Performance: The company generated $1.1 billion of free cash flow, contributing to a trailing 12-month free cash flow of $4.1 billion.
Active Listings Expansion: Airbnb had over 8 million active listings, showcasing growth across all regions and market types.
Co-Host Network Expansion: The introduction of co-host networks has allowed for easier hosting, with over 10,000 co-hosts across 10 countries, enhancing the overall guest experience.
Negative
Disappointing Revenue Growth: Revenue growth was only 10% year-over-year, which is lower than expected.
Profitability Decline: Net income margin decreased to about 37%, indicating a decline in profitability.
Customer Satisfaction Concerns: Customer service contact rates have decreased, suggesting potential issues in customer satisfaction.
Listing Reduction Impact: The removal of over 300,000 listings last year indicates a significant reduction in available options for customers.
Supply Growth Challenges: The company faced challenges in maintaining supply growth, which may impact future revenue generation.
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ABNB Earning Call Sentiment
Airbnb, Inc. (ABNB) Q3 2024 Earnings Call Transcript
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ABNB.O
1.49%Positive
Airbnb's earnings call revealed strong financial performance, including a 10% revenue growth and a 37% net income margin. The company's strategic initiatives and expansion plans, particularly in underpenetrated markets, are promising. The significant share repurchase program is a positive signal for shareholders. Despite some concerns about regulatory challenges and economic factors, the overall sentiment is positive, supported by optimistic guidance and strategic investments. The Q&A session did not reveal major risks, and the co-hosting initiative could unlock significant supply growth. Thus, a positive stock price movement is expected over the next two weeks.