ABNB爱彼迎22Q3财报跟踪，未来三年内达成50亿美金年利润？

22Q2

revenue was $2.9 billion, our strongest quarter ever, representing a year-over-year increase of 29% (or 36% ex-FX). take rate (defined as revenue divided by GBV) was 18.5%, which was consistent with Q3 2021

Net income in Q3 2022 was $1.2 billion compared with net income of $834 million in Q3 2021

Adjusted EBITDA for Q3 2022 was $1.5 billion, a significant improvement compared to Adjusted EBITDA in Q3 2021 of $1.1 billion.4

其他重要数据

Nights and Experiences Booked of 99.7 million, representing a significant increase from a year ago (25% Y/Y).

 In Q3 2022, GBV was $15.6 billion, representing a year-over-year increase of 31% (40% ex-FX).

#高速增长

业绩指引

We expect another strong quarter of revenue growth, delivering between $1.80 billion and $1.88 billion in Q4 2022. This represents year-over-year growth of between 17% and 23%, and a 62% to 70% increase relative to Q4 2019.

On an FX-neutral basis, we anticipate year-over-year revenue growth between 23% and 29%. We expect our revenue as a share of GBV to decrease in Q4 2022 relative to Q3 2022, consistent with historical seasonality.

#同比增长17%-23%，同币增长23%-29%

S：

按目前爱彼迎的成长性，当前估值具有了吸引力。

未来3年爱彼迎的平均净利润预计会达到50亿美金级别。

2023年往后，1000亿美金以下都属于便宜范畴。

具体还需等待Q4财报验验成色。

最近跟踪：美新|ABNB爱彼迎 IPO

这家公司IPO始开始跟踪，关键词直达：

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美股大观渠道专属

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