短租平台爱彼迎(ABNB)2024年第三季度业绩表现亮眼,实现了营收和利润的双增长。公司第三季度营收同比增长10%至37亿美元,净利润则达14亿美元,调整后EBITDA利润率高达52%。
财报数据显示,爱彼迎第三季度受益于全球旅游需求持续回暖,总预订量同比增长8%至1.228亿单,平均每晚房价亦小幅上涨。值得关注的是,新兴市场预订量增速已超过公司核心市场的两倍,成为增长的主要动力。
除了业务增长,爱彼迎还在提升移动端产品体验和房源质量方面取得进展。第三季度,公司通过移动应用预订的房源占比升至58%,同比增长18%;同时也移除了超过30万套质量未达标的房源。
展望第四季度,虽然爱彼迎预计营收将实现同比增长,但预计息税折旧摊销前利润率将出现下滑,主要是营销和产品开发成本上升所致。这一指引低于市场预期,导致公司盘后股价回落。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.