Strong sales growth in the middle of the market challenges

• Revenue: 2.3 billion US dollars, 6% compared to the previous year.

• Nights and experiences booked: 143 million, 8% compared to the previous year.

• Adapted EBITDA: 417 million US dollars, which corresponds to a margin of 18%.

• Free Cashflow: 1.8 billion US dollars in the first quarter; 4.4 billion US dollars in the past 12 months with a margin of 39%.

• Corporate cash and investments: 11.5 billion US dollars at the end of the first quarter.

• Share buyback: Orders' stocks of $ 807 million bought back in the quarter.

• Q2 revenue outlook: Expected between USD 2.99 billion and $ 3.05 billion, which corresponds to growth of 9% to 11% compared to the previous year.

• Intended EBITDA margin view: Probably flat to slightly downwards in the second quarter of 2024.

• The EBITDA margin view that is adapted full year: At least 34.5%, including investments in new companies of 200 to 250 million US dollars.

Appearance date: May 1, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Airbnb Inc (Nasdaq: ABNB) reported on a strong start to 2025, with the guests output almost 25 billion US dollars in the first quarter.

• The company achieved 143 million nights and experiences booked and marked an increase of 8% compared to the previous year.

• The turnover for the first quarter was $ 2.3 billion, an increase of 6% compared to the previous year, with a potential of 11% without FX and calendar factors of 11%.

• Airbnb Inc (Nasdaq: ABNB) generated $ 417 million of the adjusted EBITDA, which corresponds to a margin of 18%.

• The company continues to generate significant cash and delivers 1.8 billion US dollars in Cashflow in the first quarter, with a strong record of 11.5 billion US dollars in the company and investments of $ 11.5 billion.

• The growth in North America was slow in the regions, with low single -digit increase.

• The US market showed relatively softer trends, which was due to broader economic uncertainty.

• Airbnb Inc (Nasdaq: ABNB) expects the adapted EBITDA margin to be slightly down in the second year in the second year in the second year.

• The marketing costs are expected to grow faster than the sales in the second quarter due to investments in growth initiatives.

• The popularity of foreign travelers who come to the USA is a firm decline in popularity that affects certain travel corridors.

Q: Do you see differences in booking volumes due to changes in the travel corridor, especially in Europe and Canada? And is there a market share in the USA? A: We have observed a decline in the popularity of foreign travelers to the United States, which is a small part of our business. Instead, travelers choose various destinations such as Canada, Mexico, Brazil, France and Japan. With regard to the market share in the USA, we continue to hold strong and even gain market shares, although North America is the slowest growing region.