愛彼迎(ABNB.US)Q4營收同比增長78% 預計Q1預訂量“顯著超過”2019年同期
智通財經APP獲悉,2月16日早間,愛彼迎(ABNB.US)公布第四季度業績。財報顯示,愛彼迎第四季度營收同比增長78%,至15.3億美元,超出市場預期;
淨利潤爲5500萬美元,創下四季度最高紀錄,上年同期虧損39億美元;每股收益爲8美分,高于預期的3美分。
愛彼迎表示:“我們之所以能夠對這個不斷變化的旅遊世界做出反應,是因爲我們的模式天生具有適應性。”
“我們有數以百萬計的房東,他們幾乎在全球每個社區提供所有類型的房屋。”
愛彼迎已經從疫情初期恢複過來,當時該公司裁減了數千個工作崗位,並考慮推遲首次公開募股(IPO),因爲世界各地的旅遊業都陷入停滯。
在最初的沖擊之後,由于員工不再需要在傳統的辦公室工作,而且可以在任何地方工作,公司的業務迅速發展。
愛彼迎表示:“人們會分散到數千個城鎮和城市,一次住上幾周、幾個月,甚至整個季度。”
在第四季度的住宿預訂中,幾乎有一半是入住一周或更長時間,五分之一是入住一個月或更長時間。
在新冠疫情初期,許多人在大城市開車可達的農村地區尋找住所,但愛彼迎表示,現在開始有客人返回城市。第四季度城市目的地的總預訂量增長較上一季度有所加快,幾乎恢複到
2019 年同期水平。
盡管去年年末omicron變種突然出現,導致企業重新關閉,並擾亂了假期期間的航班和度假計劃,但愛彼迎仍然保持了韌性。
該公司表示,與delta變種相比,omicron變種對住宿預訂和取消的影響更小。
愛彼迎表示,今年迄今爲止的情況讓它“倍受鼓舞”。
該公司表示,omicron的影響已經迅速消散,今年年初就有夏季旅遊季節的預訂訂單。愛彼迎現在預計,2022年第一季度的預訂量將“顯著超過”2019年第一季度的水平。
愛彼迎預計,2022年第一季度的營收將在14.1億至14.8億美元之間。
截至發稿,愛彼迎盤後漲超4%。
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