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2021-11-04
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Airbnb Gets Ready to Pull Back the Curtain on Financials. Here's What to Look For.<blockquote>爱彼迎准备拉开财务帷幕。这是要找的。</blockquote>
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Here's What to Look For.<blockquote>爱彼迎准备拉开财务帷幕。这是要找的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123840509","media":"TheStreet","summary":"Airbnb’s upcoming Q3 earnings report tomorrow will provide investors with direct insight into how th","content":"<p>Airbnb’s upcoming Q3 earnings report tomorrow will provide investors with direct insight into how the global travel industry is recovering</p><p><blockquote>爱彼迎明天即将发布的第三季度财报将让投资者直接了解全球旅游业的复苏情况。</blockquote></p><p> Airbnb was certainly one of the hottest names to go public back in 2020, yet the share price still hasn’t quite hit the heights that many early investors were hoping for.</p><p><blockquote>爱彼迎无疑是 2020 年最热门的上市公司之一，但其股价仍未达到许多早期投资者所希望的高度。</blockquote></p><p> The company, which operates an online marketplace for vacation rentals in locations worldwide, upended the travel industry and is one of the more intriguing stories in the growth space at this time.</p><p><blockquote>该公司在全球各地运营度假租赁在线市场，颠覆了旅游业，是目前增长领域最有趣的故事之一。</blockquote></p><p> However, the global pandemic has been a major drag on the entire travel industry and impacted sentiment surrounding travel stocks in a negative way.</p><p><blockquote>然而，全球疫情对整个旅游业造成了重大拖累，并对旅游股的情绪产生了负面影响。</blockquote></p><p> As consumers practiced social distancing and protected their health by staying home, companies like Airbnb saw their bookings plummet.</p><p><blockquote>随着消费者实行社交距离并通过呆在家里来保护自己的健康，爱彼迎等公司的预订量直线下降。</blockquote></p><p> But Airbnb did see a mid-pandemic boost as vacationers decided to book lodgings closer to home or in areas where they could vacation but still work remotely.</p><p><blockquote>但爱彼迎确实看到了疫情中期的增长，因为度假者决定在离家更近的地方或他们可以度假但仍远程工作的地区预订住宿。</blockquote></p><p> The tide could be turning for travel stocks, as travel restrictions are reduced and widespread vaccination efforts are making people more comfortable with the idea of venturing out again.</p><p><blockquote>随着旅行限制的减少以及广泛的疫苗接种工作让人们对再次外出的想法更加满意，旅游股的趋势可能会转向。</blockquote></p><p> There’s also the chance that pent-up travel demand will help these companies return to pre-pandemic volumes quickly, which could translate to strong year-over-year growth in the coming quarters.</p><p><blockquote>被压抑的旅游需求也有可能帮助这些公司迅速恢复到大流行前的水平，这可能会在未来几个季度实现强劲的同比增长。</blockquote></p><p> Airbnb’s upcoming Q3 earnings report will provide investors with direct insight into how the global travel industry is recovering, and the company’s management clearly expects that many of the factors mentioned above will translate to strong financial results.</p><p><blockquote>爱彼迎即将发布的第三季度财报将让投资者直接了解全球旅游业的复苏情况，公司管理层显然预计上述许多因素将转化为强劲的财务业绩。</blockquote></p><p> In Airbnb’s Q2 shareholder letter, the company’s management stated that “we expect Q3 2021 revenue to be our strongest quarterly revenue on record and to deliver the highest Adjusted EBITDA dollars and margin ever.”</p><p><blockquote>在爱彼迎的第二季度股东信中，公司管理层表示：“我们预计 2021 年第三季度的收入将是我们有记录以来最强劲的季度收入，并将实现有史以来最高的调整后 EBITDA 美元和利润率”。</blockquote></p><p> The company will announce its Q3 2021 financial results after market close on Thursday, Nov. 4th, and here are a few things that investors should be looking out for:</p><p><blockquote>该公司将于 11 月 4 日星期四收盘后公布 2021 年第三季度财务业绩，以下是投资者应注意的一些事项：</blockquote></p><p> <b>Focus on Gross Bookings Value</b></p><p><blockquote><b>关注总预订价值</b></blockquote></p><p> The first number that investors should look at when Airbnb reports this quarter is the company’s Gross Bookings Value, which tells us the dollar value of booking on the Airbnb platform during a given period.</p><p><blockquote>爱彼迎在本季度发布财报时，投资者首先应该关注的数字是该公司的总预订价值，它告诉我们在特定时期内爱彼迎平台上的预订价值。</blockquote></p><p> Airbnb generates revenue from service fees charged to both guests and hosts, which is part of what makes it such an attractive business.</p><p><blockquote>爱彼迎从向客人和主人收取的服务费中获得收入，这也是它如此有吸引力的业务的部分原因。</blockquote></p><p> Hosts want to supplement their income by renting out their apartments or homes on the platform, while guests are attracted to these types of accommodations as they offer an experience that hotels cannot.</p><p><blockquote>房东希望通过在平台上出租公寓或房屋来补充收入，而客人则被这些类型的住宿所吸引，因为它们提供了酒店无法提供的体验。</blockquote></p><p> The gross bookings value includes host earnings, service fees, cleaning fees and taxes; net of any cancellations that occurred over the quarter; and is one of the best ways to judge how the company performed over a quarter.</p><p><blockquote>总预订价值包括主机收入、服务费、清洁费和税费；扣除本季度发生的任何取消；也是判断公司一个季度表现的最佳方法之一。</blockquote></p><p> In Q2, Airbnb reported $13.4 billion Gross Booking Value, up 320% year-over-year and a strong indication that the pent-up demand thesis is a factor.</p><p><blockquote>第二季度，爱彼迎报告总账面价值为 134 亿美元，同比增长 320%，这强烈表明被压抑的需求论点是一个因素。</blockquote></p><p> It’s worth noting that Q3 will include the months of July, August and September, which is one of the strongest periods of the year for travel.</p><p><blockquote>值得注意的是，第三季度将包括 7 月、8 月和 9 月，这是一年中旅游最旺盛的时期之一。</blockquote></p><p> All signs point towards another strong GBV figure this quarter, but keep in mind that analysts are likely expecting a big number given all of the potential tailwinds.</p><p><blockquote>所有迹象都表明本季度 GBV 数据将再次强劲，但请记住，鉴于所有潜在的有利因素，分析师可能预计会出现一个很大的数字。</blockquote></p><p> <b>Net Loss or Profit?</b></p><p><blockquote><b>净亏损还是盈利？</b></blockquote></p><p> As with many high-growth companies, Airbnb has yet to report consistent profitability.</p><p><blockquote>与许多高增长公司一样，爱彼迎尚未报告持续的盈利能力。</blockquote></p><p> That’s why it will be important for investors to note whether the company reports another net loss or if it can turn a profit in Q3.</p><p><blockquote>因此，投资者必须注意公司是否会再次出现净亏损，或者是否能在第三季度扭亏为盈。</blockquote></p><p> Airbnb reported a net loss of $1.17 billion in Q1 and a net loss of $68 million in Q2, and any further reduction will likely be viewed as a big plus for the company.</p><p><blockquote>爱彼迎公布第一季度净亏损11.7亿美元，第二季度净亏损6800万美元，任何进一步的减少都可能被视为该公司的一大利好。</blockquote></p><p> A record revenue figure would certainly help the company take a step in the right direction.</p><p><blockquote>创纪录的收入数字肯定会帮助公司朝着正确的方向迈出一步。</blockquote></p><p> Investors might also want to keep an eye on the sales and marketing expense for Q3, which was up 175% year-over-year last quarter to $315 million.</p><p><blockquote>投资者可能还需要关注第三季度的销售和营销费用，该费用较上一季度同比增长 175%，达到 3.15 亿美元。</blockquote></p><p> If Airbnb can report revenue that finishes above Q3 2019 levels, it would confirm tits business is back to pre-pandemic levels.</p><p><blockquote>如果爱彼迎能够报告高于 2019 年第三季度的收入，这将证实 tits 业务已恢复到大流行前的水平。</blockquote></p><p> The consensus analyst estimate for Airbnb’s Q3 EPS is $0.72, which would represent 95.13% year-over-year growth and sets street expectations high.</p><p><blockquote>分析师对爱彼迎第三季度每股收益的一致预期为 0.72 美元，同比增长 95.13%，令华尔街预期较高。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Here's What to Look For.<blockquote>爱彼迎准备拉开财务帷幕。这是要找的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-04 21:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Airbnb’s upcoming Q3 earnings report tomorrow will provide investors with direct insight into how the global travel industry is recovering</p><p><blockquote>爱彼迎明天即将发布的第三季度财报将让投资者直接了解全球旅游业的复苏情况。</blockquote></p><p> Airbnb was certainly one of the hottest names to go public back in 2020, yet the share price still hasn’t quite hit the heights that many early investors were hoping for.</p><p><blockquote>爱彼迎无疑是 2020 年最热门的上市公司之一，但其股价仍未达到许多早期投资者所希望的高度。</blockquote></p><p> The company, which operates an online marketplace for vacation rentals in locations worldwide, upended the travel industry and is one of the more intriguing stories in the growth space at this time.</p><p><blockquote>该公司在全球各地运营度假租赁在线市场，颠覆了旅游业，是目前增长领域最有趣的故事之一。</blockquote></p><p> However, the global pandemic has been a major drag on the entire travel industry and impacted sentiment surrounding travel stocks in a negative way.</p><p><blockquote>然而，全球疫情对整个旅游业造成了重大拖累，并对旅游股的情绪产生了负面影响。</blockquote></p><p> As consumers practiced social distancing and protected their health by staying home, companies like Airbnb saw their bookings plummet.</p><p><blockquote>随着消费者实行社交距离并通过呆在家里来保护自己的健康，爱彼迎等公司的预订量直线下降。</blockquote></p><p> But Airbnb did see a mid-pandemic boost as vacationers decided to book lodgings closer to home or in areas where they could vacation but still work remotely.</p><p><blockquote>但爱彼迎确实看到了疫情中期的增长，因为度假者决定在离家更近的地方或他们可以度假但仍远程工作的地区预订住宿。</blockquote></p><p> The tide could be turning for travel stocks, as travel restrictions are reduced and widespread vaccination efforts are making people more comfortable with the idea of venturing out again.</p><p><blockquote>随着旅行限制的减少以及广泛的疫苗接种工作让人们对再次外出的想法更加满意，旅游股的趋势可能会转向。</blockquote></p><p> There’s also the chance that pent-up travel demand will help these companies return to pre-pandemic volumes quickly, which could translate to strong year-over-year growth in the coming quarters.</p><p><blockquote>被压抑的旅游需求也有可能帮助这些公司迅速恢复到大流行前的水平，这可能会在未来几个季度实现强劲的同比增长。</blockquote></p><p> Airbnb’s upcoming Q3 earnings report will provide investors with direct insight into how the global travel industry is recovering, and the company’s management clearly expects that many of the factors mentioned above will translate to strong financial results.</p><p><blockquote>爱彼迎即将发布的第三季度财报将让投资者直接了解全球旅游业的复苏情况，公司管理层显然预计上述许多因素将转化为强劲的财务业绩。</blockquote></p><p> In Airbnb’s Q2 shareholder letter, the company’s management stated that “we expect Q3 2021 revenue to be our strongest quarterly revenue on record and to deliver the highest Adjusted EBITDA dollars and margin ever.”</p><p><blockquote>在爱彼迎的第二季度股东信中，公司管理层表示：“我们预计 2021 年第三季度的收入将是我们有记录以来最强劲的季度收入，并将实现有史以来最高的调整后 EBITDA 美元和利润率”。</blockquote></p><p> The company will announce its Q3 2021 financial results after market close on Thursday, Nov. 4th, and here are a few things that investors should be looking out for:</p><p><blockquote>该公司将于 11 月 4 日星期四收盘后公布 2021 年第三季度财务业绩，以下是投资者应注意的一些事项：</blockquote></p><p> <b>Focus on Gross Bookings Value</b></p><p><blockquote><b>关注总预订价值</b></blockquote></p><p> The first number that investors should look at when Airbnb reports this quarter is the company’s Gross Bookings Value, which tells us the dollar value of booking on the Airbnb platform during a given period.</p><p><blockquote>爱彼迎在本季度发布财报时，投资者首先应该关注的数字是该公司的总预订价值，它告诉我们在特定时期内爱彼迎平台上的预订价值。</blockquote></p><p> Airbnb generates revenue from service fees charged to both guests and hosts, which is part of what makes it such an attractive business.</p><p><blockquote>爱彼迎从向客人和主人收取的服务费中获得收入，这也是它如此有吸引力的业务的部分原因。</blockquote></p><p> Hosts want to supplement their income by renting out their apartments or homes on the platform, while guests are attracted to these types of accommodations as they offer an experience that hotels cannot.</p><p><blockquote>房东希望通过在平台上出租公寓或房屋来补充收入，而客人则被这些类型的住宿所吸引，因为它们提供了酒店无法提供的体验。</blockquote></p><p> The gross bookings value includes host earnings, service fees, cleaning fees and taxes; net of any cancellations that occurred over the quarter; and is one of the best ways to judge how the company performed over a quarter.</p><p><blockquote>总预订价值包括主机收入、服务费、清洁费和税费；扣除本季度发生的任何取消；也是判断公司一个季度表现的最佳方法之一。</blockquote></p><p> In Q2, Airbnb reported $13.4 billion Gross Booking Value, up 320% year-over-year and a strong indication that the pent-up demand thesis is a factor.</p><p><blockquote>第二季度，爱彼迎报告总账面价值为 134 亿美元，同比增长 320%，这强烈表明被压抑的需求论点是一个因素。</blockquote></p><p> It’s worth noting that Q3 will include the months of July, August and September, which is one of the strongest periods of the year for travel.</p><p><blockquote>值得注意的是，第三季度将包括 7 月、8 月和 9 月，这是一年中旅游最旺盛的时期之一。</blockquote></p><p> All signs point towards another strong GBV figure this quarter, but keep in mind that analysts are likely expecting a big number given all of the potential tailwinds.</p><p><blockquote>所有迹象都表明本季度 GBV 数据将再次强劲，但请记住，鉴于所有潜在的有利因素，分析师可能预计会出现一个很大的数字。</blockquote></p><p> <b>Net Loss or Profit?</b></p><p><blockquote><b>净亏损还是盈利？</b></blockquote></p><p> As with many high-growth companies, Airbnb has yet to report consistent profitability.</p><p><blockquote>与许多高增长公司一样，爱彼迎尚未报告持续的盈利能力。</blockquote></p><p> That’s why it will be important for investors to note whether the company reports another net loss or if it can turn a profit in Q3.</p><p><blockquote>因此，投资者必须注意公司是否会再次出现净亏损，或者是否能在第三季度扭亏为盈。</blockquote></p><p> Airbnb reported a net loss of $1.17 billion in Q1 and a net loss of $68 million in Q2, and any further reduction will likely be viewed as a big plus for the company.</p><p><blockquote>爱彼迎公布第一季度净亏损11.7亿美元，第二季度净亏损6800万美元，任何进一步的减少都可能被视为该公司的一大利好。</blockquote></p><p> A record revenue figure would certainly help the company take a step in the right direction.</p><p><blockquote>创纪录的收入数字肯定会帮助公司朝着正确的方向迈出一步。</blockquote></p><p> Investors might also want to keep an eye on the sales and marketing expense for Q3, which was up 175% year-over-year last quarter to $315 million.</p><p><blockquote>投资者可能还需要关注第三季度的销售和营销费用，该费用较上一季度同比增长 175%，达到 3.15 亿美元。</blockquote></p><p> If Airbnb can report revenue that finishes above Q3 2019 levels, it would confirm tits business is back to pre-pandemic levels.</p><p><blockquote>如果爱彼迎能够报告高于 2019 年第三季度的收入，这将证实 tits 业务已恢复到大流行前的水平。</blockquote></p><p> The consensus analyst estimate for Airbnb’s Q3 EPS is $0.72, which would represent 95.13% year-over-year growth and sets street expectations high.</p><p><blockquote>分析师对爱彼迎第三季度每股收益的一致预期为 0.72 美元，同比增长 95.13%，令华尔街预期较高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/earnings/airbnb-set-to-release-earnings-on-travel-sector-health\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.thestreet.com/investing/earnings/airbnb-set-to-release-earnings-on-travel-sector-health","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123840509","content_text":"Airbnb’s upcoming Q3 earnings report tomorrow will provide investors with direct insight into how the global travel industry is recovering\nAirbnb was certainly one of the hottest names to go public back in 2020, yet the share price still hasn’t quite hit the heights that many early investors were hoping for.\nThe company, which operates an online marketplace for vacation rentals in locations worldwide, upended the travel industry and is one of the more intriguing stories in the growth space at this time.\nHowever, the global pandemic has been a major drag on the entire travel industry and impacted sentiment surrounding travel stocks in a negative way.\nAs consumers practiced social distancing and protected their health by staying home, companies like Airbnb saw their bookings plummet.\nBut Airbnb did see a mid-pandemic boost as vacationers decided to book lodgings closer to home or in areas where they could vacation but still work remotely.\nThe tide could be turning for travel stocks, as travel restrictions are reduced and widespread vaccination efforts are making people more comfortable with the idea of venturing out again.\nThere’s also the chance that pent-up travel demand will help these companies return to pre-pandemic volumes quickly, which could translate to strong year-over-year growth in the coming quarters.\nAirbnb’s upcoming Q3 earnings report will provide investors with direct insight into how the global travel industry is recovering, and the company’s management clearly expects that many of the factors mentioned above will translate to strong financial results.\nIn Airbnb’s Q2 shareholder letter, the company’s management stated that “we expect Q3 2021 revenue to be our strongest quarterly revenue on record and to deliver the highest Adjusted EBITDA dollars and margin ever.”\nThe company will announce its Q3 2021 financial results after market close on Thursday, Nov. 4th, and here are a few things that investors should be looking out for:\nFocus on Gross Bookings Value\nThe first number that investors should look at when Airbnb reports this quarter is the company’s Gross Bookings Value, which tells us the dollar value of booking on the Airbnb platform during a given period.\nAirbnb generates revenue from service fees charged to both guests and hosts, which is part of what makes it such an attractive business.\nHosts want to supplement their income by renting out their apartments or homes on the platform, while guests are attracted to these types of accommodations as they offer an experience that hotels cannot.\nThe gross bookings value includes host earnings, service fees, cleaning fees and taxes; net of any cancellations that occurred over the quarter; and is one of the best ways to judge how the company performed over a quarter.\nIn Q2, Airbnb reported $13.4 billion Gross Booking Value, up 320% year-over-year and a strong indication that the pent-up demand thesis is a factor.\nIt’s worth noting that Q3 will include the months of July, August and September, which is one of the strongest periods of the year for travel.\nAll signs point towards another strong GBV figure this quarter, but keep in mind that analysts are likely expecting a big number given all of the potential tailwinds.\nNet Loss or Profit?\nAs with many high-growth companies, Airbnb has yet to report consistent profitability.\nThat’s why it will be important for investors to note whether the company reports another net loss or if it can turn a profit in Q3.\nAirbnb reported a net loss of $1.17 billion in Q1 and a net loss of $68 million in Q2, and any further reduction will likely be viewed as a big plus for the company.\nA record revenue figure would certainly help the company take a step in the right direction.\nInvestors might also want to keep an eye on the sales and marketing expense for Q3, which was up 175% year-over-year last quarter to $315 million.\nIf Airbnb can report revenue that finishes above Q3 2019 levels, it would confirm tits business is back to pre-pandemic levels.\nThe consensus analyst estimate for Airbnb’s Q3 EPS is $0.72, which would represent 95.13% year-over-year growth and sets street expectations high.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":4548,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/848771901"}
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