{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u7a4dGod","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/jakgod","title":"Airbnb (ABNB) FY2022Q1\u696d\u7e3e\u5206\u6790\uff0c\u5927\u6982\u7387\u80fd\u5920\u8d77\u6b7b\u56de\u751f\u7684\u6210\u9577\u80a1 - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/665349\">Airbnb (ABNB) FY2022Q1\u696d\u7e3e\u5206\u6790\uff0c\u5927\u6982\u7387\u80fd\u5920\u8d77\u6b7b\u56de\u751f\u7684\u6210\u9577\u80a1<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),n=d.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),o=0;o<n.length;o++)n[o].style.display=\"none\";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute(\"style\"),\"height\"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if(\"link\"===t.message)if(a=d.createElement(\"a\"),i=d.createElement(\"a\"),a.href=r.getAttribute(\"src\"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener(\"message\",c.wp.receiveEmbedMessage,!1),d.addEventListener(\"DOMContentLoaded\",t,!1),c.addEventListener(\"load\",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf(\"MSIE 10\"),a=!!navigator.userAgent.match(\/Trident.*rv:11\\.\/),i=d.querySelectorAll(\"iframe.wp-embedded-content\"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute(\"data-secret\"))t=Math.random().toString(36).substr(2,10),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute(\"security\"),e.parentNode.replaceChild(t,e)}}}}(window,document);\n\/\/--><!]]>\n<\/script><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/665349\/embed\" width=\"600\" height=\"338\" title=\"&#8220;Airbnb (ABNB) FY2022Q1\u696d\u7e3e\u5206\u6790\uff0c\u5927\u6982\u7387\u80fd\u5920\u8d77\u6b7b\u56de\u751f\u7684\u6210\u9577\u80a1&#8221; &#8212; Fortune Insight\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime.fortuneinsight.com\/web\/wp-content\/uploads\/2021\/02\/FI_Prime_FB_Share_cover-500x263.jpg","thumbnail_width":500,"thumbnail_height":263,"description":"\u4eca\u5b63Airbnb \u696d\u7e3e\u71df\u6536\u53ca\u76c8\u5229double beat, \u96d6\u7136\u80a1\u50f9\u5f9e\u9ad8\u4f4d\u8a08\u90fd\u4e0b\u8dcc\u8fd150%\u8170\u65ac\uff0c\u4f46\u6bd4\u8d77\u4e0d\u5c11\u5c4d\u9ab8\u904d\u91ce\u7684\u6210\u9577\u80a1\u7684\u819d\u65ac70%\u4ee5\u4e0a\uff0c\u5176\u5be6\u4e0d\u7b97\u662f\u6700\u5dee\u7684\u7fa4\u7d44\u6210\u54e1\u3002\u500b\u4eba\u8a8d\u70baAirbnb \u7b97\u662f\u5176\u4e2d\u4e00\u96bb\u932f\u6bba\u7684\u6210\u9577\u80a1\uff0c\u672a\u4f86\u5927\u6982\u7387\u80fd\u5920\u91cd\u4e0a\u9ad8\u5cf0\u3002\u539f\u56e0\u5982\u4e0b\uff1a 1. Q1\u9810\u8a02\u91d1\u984d\u53ca\u71df\u6536\u7e7c\u7e8c\u9ad8\u589e\u9577\uff0c\u5206\u522567%\u53ca70%\uff0c\u71df\u6536\u589e\u901f\u904e\u53bb2\u500b\u5b63\u5ea6\u7dad\u630160-80% \u7684\u6c34\u5e73\u3002\u8b8a\u73fe\u73878.8%\uff08\u71df\u6536\/\u9810\u8a02\u91d1\u984d\uff09\u540c\u6bd4\u7a69\u6b65\u4e0a\u5347\uff0c\u74b0\u6bd4\u4e0b\u8dcc\u7cfb\u56e0\u70baQ1\u5b63\u7bc0\u6027\u6de1\u5b63\uff0c\u800cQ3 \u4e00\u822c\u4f86\u8b1b\u7cfb\u65fa\u5b63\u3002 2. \u9664\u4e86\u7814\u767c\u8cbb\u7528\u7387\u7121\u7e2e\u6e1b\u5916\uff0c\u7ba1\u7406\u548c\u92b7\u552e\u8cbb\u7528\u7387\u90fd\u5927\u5e45\u6536\u7e2e\uff0c\u5728\u71df\u6536\u9ad8\u589e\u901f\u53ca\u8cbb\u7528\u7387\u4e0b\u964d\u4e0b\uff0c\u53ef\u898b\u76c8\u5229\u80fd\u529b\u5927\u529b\u91cb\u653e\u3002Non GAAP \u7d93\u71df\u5229\u6f64\u738713%\uff0c\u4e0a\u5e74\u540c\u671f\u7cfb\u8755\u9322\u7684\u3002 3. \u8cc7\u7522\u8ca0\u50b5\u60c5\u6cc1\u826f\u597d\uff0c\u81ea\u7531\u73fe\u91d1\u6d41\u6b77\u53f2\u65b0\u9ad8\uff0c\u6de8\u73fe\u91d149\u5104\uff0c\u6bd4\u8d77\u5176\u4ed6\u5de8\u8755\u6210\u9577\u80a1\u6709\u97cc\u6027\u3002\u69d3\u687f\u6bd4\u7387\u4e0d\u9ad8\uff0c\u53ea\u670929.5%\u3002 4. Q2\u9810\u671f\u6307\u5f15\u9810\u8a02\u91cf\u589e\u9577\u7e7c\u7e8c\u5f37\u52c1\uff0c\u53e6\u5916\u6839\u64da\u7f8e\u570b\u65c5\u904a\u5354\u6703\u4eca\u5e74\u7684\u6578\u64da\u986f\u793a\uff0c60% \u7684\u7f8e\u570b\u4eba\u8a08\u5283\u81f3\u5c11\u5916\u51fa\u65c5\u904a\u4e00\u6b21\uff0c\u6240\u4ee5\u4e0b\u5b63\u696d\u7e3e\u4ecd\u7136\u6a02\u89c0\u3002\u4e0d\u904e\u623f\u9593\u55ae\u50f9\uff08ADR, Average Daily Rate\uff09\u589e\u901f\u6703\u7e7c\u7e8c\u653e\u7de9\u3002 \u518d\u770b\u4e0b\u696d\u7e3e\u5404\u9805\u8868\u73fe\uff1a \u623f\u5c4b\u51fa\u79df\u9810\u8a02\u7e3d\u91d1\u984d\u70ba 172 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957767%\uff0c\u6bd4\u5e02\u5834\u9810\u671f\u7684 159 \u5104\u9ad8\u3002\u53ef\u898b\u75ab\u60c5\u7121\u963b\u589e\u9577\u8da8\u52e2\u3002 \u9810\u8a02\u91cf\u70ba 1.02 \u5104\uff0c\u540c\u6bd4\u589e\u957759%\uff0c\u74b0\u6bd4\u6301\u5e73\uff0c\u4ee3\u8868\u9700\u6c42\u4ecd\u5f37\u52c1\u3002\u5206\u5730\u5340\u8868\u73fe\u4f86\u770b\uff0c\u96c6\u4e2d\u5728\u6b50\u7f8e\uff0c\u4e2d\u65e5\u97d3\u8f03\u5dee\uff0c\u56e0\u70ba\u75ab\u60c5\u9650\u5236\u51fa\u5916\u3002 \u623f\u9593\u5e73\u5747\u55ae\u50f9\uff08ADR, Average Daily Rate\uff09\u589e\u901f\u4e0b\u653e\u7de9\u5230\u53ea\u67095%\uff0c\u9019\u662f\u4eca\u5b63\u696d\u7e3e\u552f\u4e00\u6182\u616e\u3002 \u516c\u53f8\u7684\u6210\u672c\u548c\u8cbb\u7528\u7387\u6709\u660e\u986f\u7684\u4e0b\u964d\u8da8\u52e2\u3002\u540c\u6bd4\u4f86\u770b\uff0c\u611b\u5f7c\u8fce\u7684\u6210\u672c\u548c\u5404\u9805\u8cbb\u7528\u7387\u90fd\u6709\u6240\u6536\u7e2e\u3002\u6700\u660e\u986f\u662f\u7ba1\u7406\u548c\u92b7\u552e\u8cbb\u7528\u7387\uff0c\u7814\u767c\u8cbb\u7528\u7387\u5247\u4e0d\u8b8a\uff0c\u53ef\u898b\u516c\u53f8\u5728\u6280\u8853\u4e0a\u7684\u6295\u5165\u76f8\u7576\u91cd\u8996\u3002Non GAAP \u7d93\u71df\u5229\u6f641.9\u5104\uff0c\u4e0a\u5e74\u540c\u671f\u662f\u8755\u9322\u7684\u3002 \u8667\u640d1900\u842c\u7f8e\u5143\uff0c\u53bb\u5e74\u540c\u671f\u8667\u640d11.72\u5104\u7f8e\u5143\uff08\u7576\u4e2d\u6709\u80a1\u6b0a\u6fc0\u52f5\u8cbb\u7528\uff09\uff0c\u8667\u640d\u5927\u5e45\u6536\u7a84\u3002\u4e3b\u8981\u539f\u56e0\u662f\u6536\u5165\u589e\u52a0\u3001\u6210\u672c\u7ba1\u7406\u5f97\u7576\u53ca\u7121\u91cd\u5927\u8cbb\u7528\u652f\u51fa\u3002 EBITDA\u70ba2.29\u5104\u7f8e\u5143\uff0c\u53f2\u4e0a\u9996\u6b21\u5be6\u73fe\u76c8\u5229\u7684\u7b2c\u4e00\u5b63\u5ea6\u3002EBITDA\u5229\u6f64\u7387\u70ba15%\u3002 \u81ea\u7531\u73fe\u91d1\u6d41\u9054\u5230\u4e8612\u5104\u7f8e\u5143\uff0c\u5275\u53f2\u4e0a\u65b0\u9ad8\u3002 \u4f30\u503c\u53ca\u7e3d\u7d50\uff1a \u5e02\u5834\u958b\u59cb\u4e0d\u518d\u63a5\u53d7PS \u4f30\u503c\uff0c\u5982\u679c\u6309\u50b3\u7d71PE \u4f5c\u4f30\u7b97\uff0cABNB Q2\u958b\u59cb\u61c9\u8a72\u53ef\u4ee5\u518d\u6b21\u76c8\u5229\uff08\u4e0a\u6b21\u76c8\u5229\u5728\u53bb\u5e74Q3)\uff0c\u800c\u65fa\u5b63Q3\u53caQ4 \u5927\u6982\u7387\u6709\u53ef\u89c0\u76c8\u5229\u3002\u6240\u4ee5\u5c0d\u61c9\u73fe\u50f9$114\uff0c\u5047\u8a2d\u9810\u8a08\u5168\u5e74EPS \u6709$3.5\uff0c\u53732022\u5e74\u7d0432\u500dPE\uff0c\u4f5c\u70ba\u589e\u9577\u80a1\u4f86\u8b1b\u4f30\u503c\u4e0d\u8cb4\u3002 ABNB \u8ddf\u5176\u4ed6\u75ab\u60c5\u53d7\u60e0\u80a1\u4e0d\u540c\uff0c\u5176\u4ed6\u4eab\u53d7\u5b8c\u75ab\u60c5\u7d05\u5229\u5f8c\uff0c\u589e\u9577\u53ef\u80fd\u96e3\u5fa9\u7576\u5e74\u52c7\uff0c\u800cABNB \u5c6c\u65bc\u5f8c\u75ab\u60c5\u80a1\uff0c\u75ab\u60c5\u6d88\u9000\uff0c\u80fd\u5920\u53d7\u60e0\u9010\u6b65\u958b\u653e\u7684\u5927\u8da8\u52e2\uff0c\u5728\u77ed\u4e2d\u671f\u7684\u589e\u9577\u61c9\u8a72\u662f\u7121\u554f\u984c\u7684\u3002\u53e6\u5916\u5c31\u662f\u96a8\u8457\u71df\u6536\u898f\u6a21\u7684\u6301\u7e8c\u589e\u9577\uff0c\u898f\u6a21\u6548\u61c9\u4e0b\u5e36\u4f86\u66f4\u591a\u7684\u5229\u6f64\u91cb\u653e\u3002 \u4ee5\u4e0a\u5167\u5bb9\u4e0d\u69cb\u6210\u6295\u8cc7\u8cb7\u8ce3\u5efa\u8b70\u3002"}