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ABNB
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Airbnb: "A New Chapter"
“In a crisis, you often have clarity. Somebody who has a near-death experience suddenly sees more clearly, and we were staring into the abyss. We…
Feb 22
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The Science of Hitting
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Airbnb: "A New Chapter"
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Airbnb: "Turning The Corner"
From “Capitalizing On Adversity” (February 2023): “In mid-2022, as Airbnb CEO Brian Chesky reflected on the company’s evolution since the beginning of…
Nov 27, 2023
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Airbnb: "Turning The Corner"
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Airbnb: "Growth Mode"
From “A Bridge Too Far?” (November 2022): “These initiatives point to an important consideration that I think is key to Airbnb’s long-term success…
Aug 28, 2023
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Airbnb: "Growth Mode"
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Airbnb: ADR's and Affordability
From “Capitalizing On Adversity” (February 2023): “In mid-2022, as Airbnb CEO Brian Chesky reflected on the company’s evolution since the beginning of…
May 22, 2023
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The Science of Hitting
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Airbnb: ADR's and Affordability
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A Rebuttal To "Problems At Airbnb"
Note: Today’s post isn’t part of the regular publication schedule. I’ll be back tomorrow morning with the Tractor Supply deep dive. On April 6th, The…
Apr 9, 2023
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The Science of Hitting
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A Rebuttal To "Problems At Airbnb"
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Airbnb: Capitalizing On Adversity
From “A Travel Revolution” (published November 2021): “Year to date, Airbnb has reported an adjusted EBITDA margin of 28% - just shy of the ‘30% or…
Feb 23, 2023
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Airbnb: Capitalizing On Adversity
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Airbnb: "A Bridge Too Far"?
“I think that we learned a lot of lessons a year or two earlier than a lot of other tech companies because we were hit so hard so early [at the outset…
Nov 17, 2022
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Airbnb: "A Bridge Too Far"?
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"Growth & Profitability At Scale"
Airbnb recently reported its Q2 FY22 financial results, with the quarter providing incremental evidence that the global leader in alternative…
Aug 11, 2022
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The Science of Hitting
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"Growth & Profitability At Scale"
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“A New World of Travel”?
Note: Last week, I recorded a podcast with Andrew Walker focused on the media industry (NFLX, DIS, etc.). You can listen to the episode here. In Q1…
May 23, 2022
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“A New World of Travel”?
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Airbnb: "Completely Additive"
“Nearly two years into the pandemic, it’s now clear that we are undergoing the biggest change to travel since the advent of commercial flying… For the…
Feb 22, 2022
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Airbnb: "Completely Additive"
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Airbnb: A Travel Revolution
Following the most difficult year in the company’s history, which culminated in April 2020 with the firing of one-third of its employees and a $2…
Nov 15, 2021
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Airbnb: A Travel Revolution
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Airbnb: "Belonging Anywhere"
Airbnb: “Belonging Anywhere” In 2007, Brian Chesky and Joe Gebbia had an idea. The two roommates, who were looking for a way to pay the rent on their…
Sep 7, 2021
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Airbnb: "Belonging Anywhere"
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