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Airbnb, Inc. operates a global platform that connects hosts and guests to book unique stays and experiences worldwide. The company's marketplace model facilitates these connections online or through mobile devices, allowing hosts to offer spaces and experiences that enable guests to engage with communities authentically . Airbnb's primary revenue source is service fees charged to customers for stays and experiences booked on its platform. These fees are calculated as a percentage of the booking value, excluding taxes, and vary based on factors such as booking value, duration, geography, and host type . In 2023, Airbnb reported a revenue of $9.9 billion, marking an 18% increase from the previous year, primarily driven by a 14% increase in Nights and Experiences Booked and higher average daily rates .
- Stays - Facilitates the booking of accommodations worldwide, allowing hosts to offer unique spaces for guests to stay.
- Experiences - Offers a platform for booking activities and experiences that enable guests to engage with local communities and cultures.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Brian Chesky ExecutiveBoard | CEO, Co-Founder, Chairman of the Board | None | Co-founded Airbnb in 2008; led the company through its IPO in 2020 and strategic challenges like the COVID-19 pandemic. | View Report → |
Nathan Blecharczyk ExecutiveBoard | Chief Strategy Officer, Co-Founder, Chairman of Airbnb China | None | Co-founded Airbnb in 2008; instrumental in expanding Airbnb's presence in China; holds a BA in Computer Science from Harvard. | |
Aristotle Balogh Executive | Chief Technology Officer (CTO) | None | Joined Airbnb as CTO in November 2018; no other roles within Airbnb mentioned. | |
Elinor Mertz Executive | Chief Financial Officer (CFO) | Board Member at DoorDash, Inc. and Faire Wholesale, Inc. | Joined Airbnb in 2013; became CFO in March 2024; previously held finance roles at Netflix. | |
Alfred Lin Board | Director | Partner at Sequoia Capital; Board Member at DoorDash and Houzz | Joined Airbnb's board in November 2012; represents Sequoia Capital on multiple boards. | |
Amrita Ahuja Board | Director | CFO and COO of Block, Inc.; Board Member at Discord, Inc. | Joined Airbnb's board in December 2021; extensive finance experience, including roles at Blizzard Entertainment and Activision Blizzard. | |
Angela Ahrendts Board | Director | Director at Ralph Lauren Corporation and WPP plc; Chairperson of Save the Children International and other non-profits | Joined Airbnb's board in May 2019; chairs the Leadership Development, Belonging, and Compensation Committee and the Stakeholder Committee. | |
James Manyika Board | Director, Chair of Stakeholder Committee | Senior VP at Google LLC; Member of National AI Advisory Committee; Executive Advisory Board at General Atlantic | Joined Airbnb's board in September 2023; extensive expertise in technology, AI, and governance; former McKinsey Senior Partner. | |
Jeffrey Jordan Board | Director | General Partner at Andreessen Horowitz; Board Member at Pinterest, Accolade, and Instacart | Joined Airbnb's board in August 2011; extensive leadership experience, including as CEO of OpenTable and President of PayPal. | |
Joseph Gebbia Board | Co-Founder, Director | Board Member at Tesla, Inc. and Olympic Refuge Foundation; Trustee at Rhode Island School of Design | Co-founded Airbnb in 2008; instrumental in the company's growth; serves on multiple external boards. | |
Kenneth Chenault Board | Director | Chairman and Managing Director of General Catalyst; Board Member at Berkshire Hathaway Inc. and Catalyst Partners Acquisition Corp. | Joined Airbnb's board in January 2018; former Chairman and CEO of American Express. |
- Given that you removed over 300,000 listings last year to improve quality, reducing supply growth, how do you plan to achieve sufficient supply growth to meet rising demand without compromising on quality, especially in markets where supply is already constrained?
- With your core markets comprising about 75% of your gross booking value and expansion markets only about 15% of the remainder, what specific strategies are you implementing to accelerate growth in these new regions, and how will you overcome challenges like local regulations, cultural differences, and competition?
- As you plan to aggressively launch new services in over 100 cities next year, how are you managing the risks associated with such a broad rollout, and what measures are in place to ensure these new offerings achieve both scale and profitability without significant additional investments?
- Given the anticipated margin compression in Q4 due to increased investments in product development and marketing, how do you plan to balance the need for growth with maintaining profitability, and what are your EBITDA margin targets for the coming years as you expand into new markets and services?
- Despite initiatives like the Cohost network to make hosting mainstream, how do you address the potential limitations in attracting new hosts who lack time or resources, and what strategies are in place to ensure the Cohost network can unlock millions of new listings without sacrificing host quality and guest experience?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Includes brands such as Booking.com, KAYAK, Priceline.com, and Agoda.com, and is categorized as an online travel agency (OTA) competitor. | |
Includes brands such as Expedia, Vrbo, HomeAway, Hotels.com, Orbitz, and Travelocity, and is categorized as an online travel agency (OTA) competitor. | |
Includes brands such as Ctrip.com, Trip.com, Qunar, Tongcheng-eLong, and SkyScanner, and is categorized as an online travel agency (OTA) competitor. | |
Hopper | Identified as an online travel agency (OTA) competitor. |
Fliggy | A subsidiary of Alibaba and categorized as an online travel agency (OTA) competitor. |
Identified as an online travel agency (OTA) competitor. | |
MakeMyTrip | Identified as an online travel agency (OTA) competitor. |
Competes as an internet search engine, including its travel search products. | |
Competes as an internet search engine. | |
Competes as a listing and meta search website. | |
Competes as a listing and meta search website. | |
Mafengwo | Competes as a listing and meta search website. |
AllTheRooms.com | Competes as a listing and meta search website. |
Hometogo | Competes as a listing and meta search website. |
Holidu | Competes as a listing and meta search website. |
Craigslist | Competes as a listing and meta search website. |
Competes as a hotel chain. | |
Competes as a hotel chain. | |
Accor | Competes as a hotel chain. |
Competes as a hotel chain. | |
Competes as a hotel chain. | |
OYO | Competes as a hotel chain. |
Competes as a hotel chain. | |
Vacasa | Competes as a property management company. |
Sonder | Competes as a property management company. |
Inspirato | Competes as a property management company. |
Evolve | Competes as a property management company. |
Awaze | Competes as a property management company. |
Viator | Competes as an online platform offering experiences. |
GetYourGuide | Competes as an online platform offering experiences. |
Klook | Competes as an online platform offering experiences. |
Traveloka | Competes as an online platform offering experiences. |
TUI Musement | Competes as an online platform offering experiences. |
KKDay | Competes as an online platform offering experiences. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Unspecified Corporation | 2023 | Airbnb, Inc. completed a merger acquisition by entering an Agreement and Plan of Merger on November 14, 2023, issuing 877,062 shares of Class A common stock as consideration; the deal was structured via a merger agreement with a prospectus supplement filed for share registration, though no strategic rationale, business fit details, or further terms have been disclosed. |
Recent developments and announcements about ABNB.
Earnings
New Earnings (Q4 2024)
·Feb 14, 2025, 12:28 AMView full earnings summary →Airbnb’s Q4 2024 results show continued market share gains vs hotels, with targeted expansion markets growing at 2x core. Management sees each new business hitting $1B in revenue within 3–5 years, fueling strong long-term prospects despite urban market challenges.