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Dec 31, 2024
Airbnb Q4 2024 Earnings Report
Airbnb reported strong Q4 results with 12% revenue growth and improved net income margin.
Key Takeaways
Airbnb posted a solid Q4 2024 with revenue of $2.48 billion, up 12% year-over-year, driven by strong demand and increased nights booked. Net income reached $461 million with a 19% margin. Gross booking value grew 13% to $17.6 billion, reflecting higher travel activity. The company continues to focus on expanding global markets and optimizing its platform.
Revenue increased by 12% year-over-year to $2.48 billion.
Net income improved to $461 million, with a 19% margin.
Gross booking value grew 13% to $17.6 billion.
Nights and experiences booked increased 12% across all regions.
Airbnb
Airbnb
Airbnb Revenue by Geographic Location
Revenue by Geographic Location
North America Revenue
CapyFin.comEMEA Revenue
CapyFin.comLatin America Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.com Forward Guidance
Airbnb expects Q1 2025 revenue between $2.23B and $2.27B, representing 4% to 6% YoY growth, with challenges from foreign exchange headwinds and calendar shifts.
Positive Outlook
- Continued strong demand for travel and experiences.
- Growth in international markets, particularly in APAC and Latin America.
- Improved monetization efforts, including new service fees and travel insurance.
- Expanding platform capabilities with new tech and product enhancements.
- Strong free cash flow and disciplined cost management.
Challenges Ahead
- FX headwinds expected to impact revenue growth.
- Q1 2025 faces an unfavorable calendar comparison due to Easter timing and Leap Day in Q1 2024.
- Adjusted EBITDA margin expected to decline slightly due to higher investment in new business areas.
- Increasing competition in key markets may pressure pricing and margins.
- Stock-based compensation expense continues to rise, impacting profitability.