AIRBNB’S Q4 2024—$ABNB SOARS WITH RECORD GROWTH

AIRBNB’S Q4 2024—ABNB SOARS WITH RECORD GROWTH

(1/9)
Good morning, Tradingview Fam! Airbnb’s Q4 2024 earnings dropped—2.5B revenue, up 12% YoY, topping 2.42B estimates 📈🔥. Nights booked hit 111M, and a $14% stock surge shows the market’s love. Let’s unpack ABNB’s big win! 🚀

(2/9) – REVENUE & EARNINGS

• Q4 Revenue: 2.5B, +12% YoY (2.2B Q4 ‘23) 💥
• Net Income: 461M vs. -349M loss last year
• EPS: $0.73, beats $0.61 est. 📊
• Adj. EBITDA: 765M, +4% YoY, 30.8% margin
• GBV: 17.6B, +13% YoY
Travel demand’s fueling the fire!

(3/9) – KEY HIGHLIGHTS

• Stock Surge: +14% post-earnings (Feb 14) 🌍
• Buybacks: 838M in Q4, 3.4B for 2024 🚗
• New Ventures: $200-250M investment in travel services for May ‘25 ✅
ABNB’s betting big on growth beyond stays!

(4/9) – SECTOR SHOWDOWN

• Market Cap: ~102B, Stock: $161.2 🌟
• Trailing P/E: 48.87 vs. BKNG (23), EXPE (15)
• Outperforms: 12% revenue growth beats BKNG (6%), EXPE (2%)
Premium valuation, but 4.5B free cash flow says it’s earned!

(5/9) – RISKS TO WATCH

• Economy: Retail sales dip hints travel cuts 📉
• Regs: NYC bans, Barcelona threats loom 🏛️
• Competition: BKNG, EXPE, hotels fight back ⚔️
• Costs: $200-250M spend may squeeze Q1 margins ⚠️

(6/9) – SWOT: STRENGTHS

• Growth: 12% revenue, 461M profit shines 🌟
• Cash: 99B net, 4.5B FCF powers buybacks 🔍
• Tech: 535+ upgrades boost scale 🚦
ABNB’s a travel titan with muscle!

(7/9) – SWOT: WEAKNESSES & OPPORTUNITIES

• Weaknesses: High P/E (48.87), Q1 margin dip 💸
• Opportunities: New services (11B+ potential), LatAm/Asia boom 🌍
Can ABNB turn expansion into gold?

(8/9) – ABNB’s Q4 rocks—where’s it headed?

1️⃣ Bullish—Growth keeps climbing.
2️⃣ Neutral—Solid, but risks hover.
3️⃣ Bearish—Valuation caps it.

Vote below! 🗳️👇

(9/9) – FINAL TAKEAWAY

Airbnb’s Q4 dazzles—2.5B revenue, stock soaring, new bets in play 🌍. Premium P/E vs. peers, but growth screams value. Risks lurk—regs, economy. Gem or peak?