$ABNB is up 14% today after reporting a record year for almost every metric.
We have compiled 8 key quotes from yesterday's earnings call🧵
1. First-ever GAAP profitable full-year and FCF TTM margin record:
We have compiled 8 key quotes from yesterday's earnings call🧵
1. First-ever GAAP profitable full-year and FCF TTM margin record:
"Compared to 2019, our headcount is actually down 5%, while our revenue is up 75%."
2. Highlights from the fourth quarter:
2. Highlights from the fourth quarter:
3. Strategic priorities for 2023:
"The #1 source of hosts are prior guests."
4. How $ABNB benefits from word of mouth:
4. How $ABNB benefits from word of mouth:
5. While several other tech companies are doing layoffs, $ABNB is stepping on the gas:
6. $ABNB's uniqueness and strong position in the market contributes with incredibly strong organic traffic:
7. AI has definitely been a huge topic this earnings season. In fact, during the earnings calls of $GOOG, $META, and $MSFT, AI was mentioned 100+ times.
Here is what @bchesky has to say about $ABNB's potential benefits of AI:
Here is what @bchesky has to say about $ABNB's potential benefits of AI:
8. Capital allocation; cash, SBC, and buybacks:
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