短租住宿平台爱彼迎(ABNB)最新季报显示,公司2024年第三季度业绩较为亮眼,营收同比增长10%至37.3亿美元,超出预期。 得益于全球旅游需求的持续回暖,公司总订房量也同比增长8%至1.228亿单,平均每晚房价亦小幅上涨,推动营收实现两位数增长。
值得关注的是,爱彼迎在新兴市场业务取得了可观增长,以客源地计算,公司在新兴市场的总间夜预订量增速已超过其核心市场的两倍。中国市场出境游业务的复苏也让爱彼迎感到鼓舞。 此外,公司移动端应用程序预订量同比增长18%,占总预订量的58%,反映出产品优化和用户体验提升的成效。
展望第四季度,虽然爱彼迎预计营收将实现同比增长,但指引区间24.15亿美元仍略低于华尔街预期。加之市场对营收持续增长的期待较高,公司盘后股价出现回落。 综合来看,爱彼迎正在稳步推进全球化布局,扩大新兴市场份额成为公司发展的一大助推力。如何进一步激发业绩增长潜力,将是爱彼迎下一步面临的重要挑战。
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.