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Lloyd Walmsley

Managing Director and Senior Equity Research Analyst at Mizuho

Lloyd Walmsley is a Managing Director and Senior Equity Research Analyst at Mizuho, specializing in coverage of the Internet sector with a particular focus on major companies like Amazon.com, where he has issued influential 'outperform' ratings and price targets. He is ranked among the top Wall Street analysts, placing fifth among hedge funds and eighth overall in the US Large Cap Internet sector in Institutional Investor's 2023 awards, and holds a top-100 overall analyst ranking on TipRanks with a historical buy recommendation success rate of approximately 54% and a hold rate of 42%. Walmsley joined Mizuho in 2025 following roles as Managing Director at UBS and Deutsche Bank, with previous analyst experience at Thomas Weisel Partners, Credit Suisse, Skiff, and Lazard, bringing over 20 years of industry expertise. He holds a BA from the University of Virginia and has managed and expanded several high-profile research teams throughout his career.

Lloyd Walmsley's questions to Airbnb (ABNB) leadership

Question · Q3 2025

Lloyd Walmsley sought clarity on Airbnb's long-term ambitions for hotels, questioning if the strategy extends beyond backfilling supply gaps.

Answer

Brian Chesky, CEO of Airbnb, envisions Airbnb as a one-stop shop for travel, including a portfolio of offerings like hotels. He emphasized focusing on boutique and independent hotels, which seek additional listing channels. The long-term vision involves personalization through AI, prioritizing hotels for specific customer intents (e.g., business travel, last-minute bookings) while maintaining the core Airbnb philosophy for others.

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Question · Q3 2025

Lloyd Walmsley questioned Airbnb's long-term ambitions for its hotel business, asking if the strategy extends beyond merely backfilling inventory gaps to a broader merchandising and booking experience.

Answer

Airbnb CEO Brian Chesky outlined a vision for Airbnb as a "one-stop shop" for travel, including hotels, focusing on boutiques and independents. He anticipates future expansion driven by AI-powered personalization, matching hotels to specific guest intents like business or last-minute stays.

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