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Cestrian Capital Research, Inc.
Cestrian Capital Research, Inc.
Evaluating Airbnb's (ABNB) Path Forward- Insights From Q4 FY12/2023 Earnings

Evaluating Airbnb's (ABNB) Path Forward- Insights From Q4 FY12/2023 Earnings

The road ahead will not be easy

Abhishek Singh's avatar
Abhishek Singh
Feb 18, 2024
∙ Paid
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Cestrian Capital Research, Inc.
Cestrian Capital Research, Inc.
Evaluating Airbnb's (ABNB) Path Forward- Insights From Q4 FY12/2023 Earnings
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  • Airbnb saw a 14% increase in bookings and achieved $73.3 billion in gross booking value in 2023.

  • Fourth-quarter revenue reached $2.2 billion, marking a 17% growth compared to the previous year.

  • Gross margin remains strong at 83%.

  • Supply continues to grow in double digits year over year.

  • Challenges lie ahead for Airbnb's growth trajectory.

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