Airbnb: Wohin geht die Reise?

Der Grund warum der Kurs Ende letzten Woche so anzog ist scheinbar die geplante Erhöhung von Gebühren die Airbnb an 1. April plant.

The Motley Fool Fri, January 26, 2024 - https://finance.yahoo.com/news/...uddenly-surprisingly-210039193.html "...Shares of short-term rental platform Airbnb popped today. Shares were modestly up until around 2 p.m. ET, when the pop became more pronounced. The timing of this pop coincides with a report regarding a new fee that the company is rolling out. And that's likely why Airbnb stock was up about 6% as of 3 p.m. ET. . A report from Bloomberg points out that Airbnb intends to charge a new service fee to guests starting on April 1. This will be about a 2% extra fee for cross-border bookings. In other words, if the listing is in a currency that differs from the currency used by the traveler, the fee will apply. Airbnb says that international markets are growth opportunities and an area of focus. However, the company's international business may already be bigger than many investors realize. It doesn't break it out every quarter. But in 2022, nearly 54% of Airbnb's revenue came from listings outside the U.S. . Tacking on a 2% additional fee isn't much in isolation, but it can add up to a lot for a multibillion-dollar global business such as Airbnb.

Die Zahlen stehen direkt vor der Tür und vorher scheinen jetzt doch einige Leute noch schnell aufzuspringen. Aktie heute über 5% in Plus. Und auch im Chart wurde der Widerstand von ca. 155$ heute nach oben rausgenommen. Könnte auch Käufer angelockt haben. Wäre schön das bliebe auch noch so nach den Zahlen.

So sind die Erwartungen an die Zahlen:

Airbnb ABNB is scheduled to report fourth-quarter 2023 results on Feb 13. - https://finance.yahoo.com/news/...b-report-q4-earnings-154700443.html "...For the fourth quarter, Airbnb expects revenues between $2.13 billion and $2.17 billion,implying year-over-year growth in the band of 12-14% on a reported basis.TheZacks Consensus Estimate for the same is pegged at $2.16 billion, indicating growth of 13.7% from the year-ago quarter?s reported value.The Zacks Consensus Estimate for earningsis pegged at 67 cents per share, suggesting growth of 39.6% from the year-ago reported figure...Airbnb?s fourth-quarter 2023 results are expected to have benefited from the solid momentum in Nights and Experiences booked across all geographies, owing to growing demand among first-time bookers.