Home rental company $Airbnb (ABNB.US)$ reported fourth-quarter and full fiscal year highlights after the market close Tuesday. Here are the key highlights.
What Happened: Airbnb reported fourth-quarter revenue of $1.9 billion, up 24% year-over-year, according to Benzinga Pro.
The company reported fourth-quarter earnings per share of 25 cents.
For the fourth quarter, Airbnb had gross booking volume of $13.5 billion, which was up 20% year-over-year.
The company said the fourth quarter was its most profitable fourth quarter ever, with a net income margin of 17%. The company posted net income of $319 million in the fourth quarter.
Nights and experiences booked totaled 88.2 million in the fourth quarter, up 20%.
For the full fiscal year, Airbnb had revenue of $8.4 billion, up 40% year-over-year. Full year net income for the company was $1.9 billion.
The company reported gross booking volume of $63.2 billion in the full fiscal year, up 35% year-over-year. For the full year, the company had 393.7 million nights and experiences booked, up 31% year-over-year.
Airbnb called 2022 a record year with many metrics setting new milestones. The company also highlighted that all regions had "significant growth" during the year.
The company said guests are staying longer at Airbnbs.
What's Next: The company said it is seeing strong demand in the first quarter, which it believes indicates "consumer confidence to travel remains high."
For 2023, Airbnb has three main strategic priorities, which are making hosting more mainstream; perfecting the core service; and expanding beyond the core.
We have some big ideas where to take Airbnb next, and this year we will build the foundation for future products and services that will provide incremental growth for years to come, the company said.
The company previously announced the launch of Airbnb-Friendly apartments in the fourth quarter, which it believes will help "unlock supply in the rental market." Airbnb called the market "largely unavailable."
Airbnb is guiding for first-quarter revenue to come in a range of $1.75 billion to $1.82 billion, which is above the Street estimate of $1.69 billion, according to Benzinga Pro. This revenue guidance represents year-over-year growth of 16% to 21%.
The company said the impact of the omicron strain of COVID-19 and the war in Ukraine during the first quarter of 2022 will make the first part of 2023's first quarter an easy comp to hit.
Airbnb said it anticipates nights and experiences booked growth in the first quarter to be similar to the fourth quarter of 2022.
ABNB Price Action: Airbnb shares are up 9% to $132.18 in after-hours trading Tuesday versus a 52-week trading range of $81.91 to $191.73.
房屋租赁公司 $爱彼迎 (ABNB.US)$ 周二收盘后公布了第四季度和整个财年的亮点。以下是主要亮点。
发生了什么: 根据Benzinga Pro的数据,爱彼迎公布的第四季度收入为19亿美元,同比增长24%。
该公司公布的第四季度每股收益为25美分。
第四季度,Airbnb的总预订量为135亿美元,同比增长20%。
该公司表示,第四季度是有史以来利润最高的第四季度,净收入率为17%。该公司在第四季度公布的净收入为3.19亿美元。
第四季度预订的住宿和体验总计为8,820万晚,增长了20%。
在整个财年中,Airbnb的收入为84亿美元,同比增长40%。该公司的全年净收入为19亿美元。
该公司报告称,整个财年的总预订量为632亿美元,同比增长35%。全年,该公司预订了3.937亿晚和体验,同比增长31%。
爱彼迎称2022年是创纪录的一年,许多指标设定了新的里程碑。该公司还强调,所有地区在这一年都实现了 “显著增长”。
该公司表示,客人在爱彼迎的停留时间更长。
下一步是什么: 该公司表示,第一季度需求强劲,它认为这表明 “消费者对旅行的信心仍然很高”。
2023年,Airbnb有三个主要的战略优先事项,即让出租变得更加主流;完善核心服务;以及将业务扩展到核心以外。
该公司表示,我们有一些好主意,Airbnb下一步该去哪里,今年我们将为未来的产品和服务奠定基础,这些产品和服务将在未来几年提供增量增长。
该公司此前宣布将在第四季度推出Airbnb-Friendly公寓,该公司认为这将有助于 “解锁租赁市场的供应”。Airbnb称该市场 “基本不可用”。
根据Benzinga Pro的数据,爱彼迎预计第一季度的收入将在17.5亿美元至18.2亿美元之间,高于华尔街估计的16.9亿美元。该收入指引表示同比增长16%至21%。
该公司表示,COVID-19 的 omicron 菌株和 2022 年第一季度的乌克兰战争的影响将使 2023 年第一季度的第一部分变得容易受到打击。
Airbnb表示,预计第一季度的住宿和体验预订增长将与2022年第四季度相似。
ABNB 价格走势: 周二盘后交易中,爱彼迎股价上涨9%,至132.18美元,而52周的交易区间为81.91美元至191.73美元。