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2021-08-04
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Airbnb Earnings Could Be a Pleasant Surprise. Here’s Why.<blockquote>爱彼迎的盈利可能会令人惊喜。原因如下。</blockquote>
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Here’s Why.<blockquote>爱彼迎的盈利可能会令人惊喜。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，爱彼迎的盈利有望飙升。</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，将短期住宿租赁业务的目标价定为180美元，较昨日收盘价上涨约19%。这位分析师认为，该股将进入一段“重大”盈利预期修正的时期，他相信六月季度的业绩将远高于目前华尔街的预期。</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，高于市场普遍预测的12.5亿美元，息税折旧摊销前利润(Ebitda)为1.36亿美元，同样远高于华尔街普遍预期的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（市场普遍认为收入为55亿美元，Ebitda为7.38亿美元），2022年，他预计收入为77亿美元，Ebitda为17亿美元，差距更大高于共识，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，该公司的“单位经济”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%的流量直接来自该网站，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在最近的采访中回答了这个问题<i>巴伦周刊</i>指出，最近该业务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：“这不仅使爱彼迎更好地免受数字广告通胀的影响，而且还在收入加速时为利润率扩张提供了更多空间。”“这两个条件今天都存在，我们相信与同行相比，这将带来巨大的收入和Ebitda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>爱彼迎的盈利可能会令人惊喜。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>爱彼迎的盈利可能会令人惊喜。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，爱彼迎的盈利有望飙升。</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，将短期住宿租赁业务的目标价定为180美元，较昨日收盘价上涨约19%。这位分析师认为，该股将进入一段“重大”盈利预期修正的时期，他相信六月季度的业绩将远高于目前华尔街的预期。</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，高于市场普遍预测的12.5亿美元，息税折旧摊销前利润(Ebitda)为1.36亿美元，同样远高于华尔街普遍预期的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（市场普遍认为收入为55亿美元，Ebitda为7.38亿美元），2022年，他预计收入为77亿美元，Ebitda为17亿美元，差距更大高于共识，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，该公司的“单位经济”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%的流量直接来自该网站，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在最近的采访中回答了这个问题<i>巴伦周刊</i>指出，最近该业务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：“这不仅使爱彼迎更好地免受数字广告通胀的影响，而且还在收入加速时为利润率扩张提供了更多空间。”“这两个条件今天都存在，我们相信与同行相比，这将带来巨大的收入和Ebitda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":376,"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,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/890003958"}
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