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2021-08-04
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Airbnb Earnings Could Be a Pleasant Surprise. Here’s Why.<blockquote>爱彼迎的盈利可能是一个惊喜。原因如下。</blockquote>
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Here’s Why.<blockquote>爱彼迎的盈利可能是一个惊喜。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143608786","media":"Barrons","summary":"Airbnb is poised for an earnings surge, KeyBanc analyst Justin Patterson predicts in a research note","content":"<p>Airbnb is poised for an earnings surge, KeyBanc analyst Justin Patterson predicts in a research note Tuesday.</p><p><blockquote>KeyBanc 分析师 Justin Patterson 在周二的一份研究报告中预测，爱彼迎将迎来盈利飙升。</blockquote></p><p> Patterson lifted his rating on Airbnb (ticker: ABNB) to Overweight from Sector Weight, setting a price target for the short-term lodging rentals business of $180, about 19% above yesterday’s close. The analyst argues the stock is headed for a period of “material” earnings estimate revisions—and he believes June-quarter results will be well above current Street estimates.</p><p><blockquote>帕特森将 Airbnb（股票代码：ABNB）的评级从行业权重上调至跑赢大盘，并将短期住宿租赁业务的目标价定为 180 美元，比昨天的收盘价高出约 19%。这位分析师认为，该股即将迎来一段 “重大 ”盈利预期修正期，他相信 6 月份的季度业绩将远高于华尔街目前的预期。</blockquote></p><p> The company will report results on Aug. 12.</p><p><blockquote>该公司将于8月12日公布业绩。</blockquote></p><p> Patterson raised his financial forecasts for the second quarter, the full year, and next year. For the June quarter, he’s now projecting revenue of $1.34 billion, above the consensus forecast of $1.25 billion, with earnings before interest, taxes, depreciation, and amortization (Ebitda) of $136 million, likewise well above the Street consensus at $38 billion.</p><p><blockquote>帕特森上调了第二季度、全年和明年的财务预测。他目前预计 6 月份季度的收入为 13.4 亿美元，高于一致预测的 12.5 亿美元，息税折旧摊销前利润（Ebitda）为 1.36 亿美元，同样远高于华尔街一致认为的 380 亿美元。</blockquote></p><p> For the full year, he sees revenue of $5.8 billion and Ebitda of $1.1 billion (consensus is $5.5 billion in revenue and $738 million for Ebitda), and for 2022, he projects revenue of $7.7 billion and Ebitda of $1.7 billion, an even bigger gap above consensus, which stands at $7 billion and $1.2 billion, respectively.</p><p><blockquote>他预计全年收入为 58 亿美元，Ebitda 为 11 亿美元（市场共识为收入 55 亿美元，Ebitda 为 7.38 亿美元），2022 年收入为 77 亿美元，Ebitda 为 17 亿美元，比市场共识的差距更大，市场共识分别为 70 亿美元和 12 亿美元。</blockquote></p><p> In Patterson’s view, the company’s “unit economics” advantages are going to begin to emerge more clearly in reported results. He notes that 90% of Airbnb’s traffic comes direct to the site, with the company spending much less than peers on digital advertising. Airbnb CEO Brian Chesky addresses that question in a recent interview with <i>Barron’s</i>, noting that a recent recovery in the business from pandemic lows came with almost zero ad spending.</p><p><blockquote>在帕特森看来，公司的 “单位经济学 ”优势将开始在报告的业绩中更加明显地显现出来。他指出，爱彼迎 90% 的流量直接流向该网站，该公司在数字广告上的支出远低于同行。爱彼迎首席执行官 Brian Chesky 在最近接受采访时回答了这个问题<i>巴伦</i>指出，该业务最近从大流行低点复苏的同时，广告支出几乎为零。</blockquote></p><p> “Not only does this make Airbnb more insulated from digital ad inflation, it also provides more room for margin expansion when revenue accelerates,” the analyst writes. “Both of these conditions are present today, which we believe leads to significant revenue and Ebitda revision potential versus peers.”</p><p><blockquote>“这位分析师写道：”这不仅能让爱彼迎更好地免受数字广告通胀的影响，还能在收入加速增长时为利润率扩张提供更多空间。“这两个条件目前都存在，我们认为这将导致收入和 Ebitda 与同行相比有很大的修正潜力”。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb Earnings Could Be a Pleasant Surprise. Here’s Why.<blockquote>爱彼迎的盈利可能是一个惊喜。原因如下。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Earnings Could Be a Pleasant Surprise. Here’s Why.<blockquote>爱彼迎的盈利可能是一个惊喜。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-04 15:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Airbnb is poised for an earnings surge, KeyBanc analyst Justin Patterson predicts in a research note Tuesday.</p><p><blockquote>KeyBanc 分析师 Justin Patterson 在周二的一份研究报告中预测，爱彼迎将迎来盈利飙升。</blockquote></p><p> Patterson lifted his rating on Airbnb (ticker: ABNB) to Overweight from Sector Weight, setting a price target for the short-term lodging rentals business of $180, about 19% above yesterday’s close. The analyst argues the stock is headed for a period of “material” earnings estimate revisions—and he believes June-quarter results will be well above current Street estimates.</p><p><blockquote>帕特森将 Airbnb（股票代码：ABNB）的评级从行业权重上调至跑赢大盘，并将短期住宿租赁业务的目标价定为 180 美元，比昨天的收盘价高出约 19%。这位分析师认为，该股即将迎来一段 “重大 ”盈利预期修正期，他相信 6 月份的季度业绩将远高于华尔街目前的预期。</blockquote></p><p> The company will report results on Aug. 12.</p><p><blockquote>该公司将于8月12日公布业绩。</blockquote></p><p> Patterson raised his financial forecasts for the second quarter, the full year, and next year. For the June quarter, he’s now projecting revenue of $1.34 billion, above the consensus forecast of $1.25 billion, with earnings before interest, taxes, depreciation, and amortization (Ebitda) of $136 million, likewise well above the Street consensus at $38 billion.</p><p><blockquote>帕特森上调了第二季度、全年和明年的财务预测。他目前预计 6 月份季度的收入为 13.4 亿美元，高于一致预测的 12.5 亿美元，息税折旧摊销前利润（Ebitda）为 1.36 亿美元，同样远高于华尔街一致认为的 380 亿美元。</blockquote></p><p> For the full year, he sees revenue of $5.8 billion and Ebitda of $1.1 billion (consensus is $5.5 billion in revenue and $738 million for Ebitda), and for 2022, he projects revenue of $7.7 billion and Ebitda of $1.7 billion, an even bigger gap above consensus, which stands at $7 billion and $1.2 billion, respectively.</p><p><blockquote>他预计全年收入为 58 亿美元，Ebitda 为 11 亿美元（市场共识为收入 55 亿美元，Ebitda 为 7.38 亿美元），2022 年收入为 77 亿美元，Ebitda 为 17 亿美元，比市场共识的差距更大，市场共识分别为 70 亿美元和 12 亿美元。</blockquote></p><p> In Patterson’s view, the company’s “unit economics” advantages are going to begin to emerge more clearly in reported results. He notes that 90% of Airbnb’s traffic comes direct to the site, with the company spending much less than peers on digital advertising. Airbnb CEO Brian Chesky addresses that question in a recent interview with <i>Barron’s</i>, noting that a recent recovery in the business from pandemic lows came with almost zero ad spending.</p><p><blockquote>在帕特森看来，公司的 “单位经济学 ”优势将开始在报告的业绩中更加明显地显现出来。他指出，爱彼迎 90% 的流量直接流向该网站，该公司在数字广告上的支出远低于同行。爱彼迎首席执行官 Brian Chesky 在最近接受采访时回答了这个问题<i>巴伦</i>指出，该业务最近从大流行低点复苏的同时，广告支出几乎为零。</blockquote></p><p> “Not only does this make Airbnb more insulated from digital ad inflation, it also provides more room for margin expansion when revenue accelerates,” the analyst writes. “Both of these conditions are present today, which we believe leads to significant revenue and Ebitda revision potential versus peers.”</p><p><blockquote>“这位分析师写道：”这不仅能让爱彼迎更好地免受数字广告通胀的影响，还能在收入加速增长时为利润率扩张提供更多空间。“这两个条件目前都存在，我们认为这将导致收入和 Ebitda 与同行相比有很大的修正潜力”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/airbnb-earnings-estimates-51628001439?mod=RTA\">Barrons</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.barrons.com/articles/airbnb-earnings-estimates-51628001439?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143608786","content_text":"Airbnb is poised for an earnings surge, KeyBanc analyst Justin Patterson predicts in a research note Tuesday.\nPatterson lifted his rating on Airbnb (ticker: ABNB) to Overweight from Sector Weight, setting a price target for the short-term lodging rentals business of $180, about 19% above yesterday’s close. The analyst argues the stock is headed for a period of “material” earnings estimate revisions—and he believes June-quarter results will be well above current Street estimates.\nThe company will report results on Aug. 12.\nPatterson raised his financial forecasts for the second quarter, the full year, and next year. For the June quarter, he’s now projecting revenue of $1.34 billion, above the consensus forecast of $1.25 billion, with earnings before interest, taxes, depreciation, and amortization (Ebitda) of $136 million, likewise well above the Street consensus at $38 billion.\nFor the full year, he sees revenue of $5.8 billion and Ebitda of $1.1 billion (consensus is $5.5 billion in revenue and $738 million for Ebitda), and for 2022, he projects revenue of $7.7 billion and Ebitda of $1.7 billion, an even bigger gap above consensus, which stands at $7 billion and $1.2 billion, respectively.\nIn Patterson’s view, the company’s “unit economics” advantages are going to begin to emerge more clearly in reported results. He notes that 90% of Airbnb’s traffic comes direct to the site, with the company spending much less than peers on digital advertising. Airbnb CEO Brian Chesky addresses that question in a recent interview with Barron’s, noting that a recent recovery in the business from pandemic lows came with almost zero ad spending.\n“Not only does this make Airbnb more insulated from digital ad inflation, it also provides more room for margin expansion when revenue accelerates,” the analyst writes. “Both of these conditions are present today, which we believe leads to significant revenue and Ebitda revision potential versus peers.”","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":537,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/890003958"}
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