纪要涉及的公司 Airbnb, Inc. 纪要提到的核心观点和论据 疫情期间的应对与成果 - 疫情使Airbnb业务在8周内下降80%，公司召开紧急董事会会议，制定了保存现金、果断行动、考虑所有利益相关者、着眼未来旅游旺季的原则 [4][5][7] - 通过简化公司结构、削减成本、关闭营销等措施，公司发现品牌强大且模式适应性强，业务逐渐恢复，两年后实现约30亿美元的尾随自由现金流 [8][9][10] 后疫情时代的旅游趋势 - 旅游行业不会回到2019年的状态，远程工作带来的灵活性将长期存在，商务旅行虽会回归但形式改变，人们更倾向于长时间旅行和团体聚会 [13][14] - 旅游目的地将更加分散，人们会探索更多城市；旅行时长增加，旅行和生活的界限变得模糊 [14][15][16] 营销与产品创新 - 采用全漏斗整合营销方法，结合绩效营销、品牌营销和公关，注重通过讲述独特故事和产品教育来吸引客户 [20][21][22] - 推出Airbnb Categories，用于突出独特房源、引导需求和进入灵感业务，该产品已被使用超过1.8亿次 [26][27] - 推出AirCover for Hosts和AirCover for Guests，为房东和客人提供保障，提升客户满意度和平台竞争力 [28][30][31] 供应增长策略 - 大部分房东来自之前的客人，Q2有36%的房东是刚旅行过的客人；房东多为个人，需求增长时房东会推荐朋友加入 [34][35] - 通过讲述赚钱机会、提供Ask a Superhost项目和AirCover for Hosts等措施，降低房东加入门槛，增加房源供应 [35][37][38] 本地体验业务 - Airbnb Experiences曾因疫情暂停，现在准备重新大力投资，客人对体验业务的满意度高于房源业务 [46][47][48] - 体验业务能提供独特库存，吸引直接流量，引导需求，是房源业务的强大飞轮 [48][49] 酒店业务定位 - 收购Hotel Tonight，酒店业务不是核心，主要用于填补网络缺口和满足特定用例，如深夜入住需求 [52] 营销策略 - 产品越独特，口碑越好，所需营销投入越少；Airbnb主要通过公关和口碑吸引客户，营销主要用于产品教育 [55][56] - 不会回到疫情前营销占收入的比例，目前世界正常化，不增加营销投入的情况下预订量保持稳定 [56] 未来战略重点 - 确保有足够的房东，为客人提供无摩擦的预订体验，提供端到端的优质服务，并每年推出新的创新想法 [59][61] 资本分配 - 优先考虑有机增长，其次是无机增长，最后是向股东返还资金；目前进行了股票回购计划，但仍将大力投资增长机会 [64] - 认为Airbnb仅触及旅游市场的表面，还有很多领域可投资，将保持积极投资并保持盈利 [65][66] 其他重要但是可能被忽略的内容 - 疫情期间关闭所有营销后，流量恢复到超过之前的90%，证明品牌强大 [8] - 每年有大约50万篇关于Airbnb的文章，Airbnb已成为全球通用的名词和动词 [21] - 自推出Ask a Superhost项目以来，近25万人参与其中 [37] - 房东和客人自公司成立以来已赚取150亿美元 [47] - 20%的预订夜数并非用于旅游，而是长期住宿 [65]

Airbnb, Inc. (NASDAQ:ABNB) Evercore ISI 2nd Annual Technology, Media & Telcom Conference Call September 7, 2022 8:45 AM ET Company Participants Ellie Mertz - Vice President of Finance Conference Call Participants Mark Mahaney - Evercore ISI Mark Mahaney I'm Mark Mahaney, Head of Internet Research here at Evercore ISI. Thrilled to have Ellie Mertz here. Elena Mertz. Ellie Mertz here, VP of Finance at Airbnb. Ellie, you've been with Airbnb for five years, seven years, nine years. Ellie Mertz Almost 10. Mark ...

Airbnb, Inch. (NASDAQ:ABNB) Q2 2022 Earnings Conference Call August 2, 2022 4:30 PM ET Company Participants Ellie Mertz - VP, Finance & IR Brian Chesky - Co-Founder, CEO, Head of Community & Chairman David Stephenson - Interim Head, Global Employee Experience & CFO Conference Call Participants Lloyd Walmsley - UBS Mario Lu - Barclays Bank Brian Nowak - Morgan Stanley John Colantuoni - Jefferies Stephen Ju - Crédit Suisse Brian Fitzgerald - Wells Fargo Securities Justin Patterson - KeyBanc Capital Markets T ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_____ to _____ Commission File Number: 001-39778 ______________ Airbnb, Inc. (Exact Name of Registrant as Specif ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_____ to _____ Commission File Number: 001-39778 ______________ Airbnb, Inc. (Exact Name of Registrant as Speci ...

Airbnb, Inc. (NASDAQ:ABNB) Q1 2022 Earnings Conference Call May 3, 2022 5:30 PM ET Company Participants Ellie Mertz - Vice President of Finance and Investor Relations Brian Chesky - Co Founder and Chief Executive Officer Dave Stephenson - Chief Financial Officer Conference Call Participants Colin Sebastian - Baird Bernie McTernan - Needham & Company Mario Lu - Barclays Brian Nowak - Morgan Stanley Naved Khan - Truist Securities Stephen Ju - Credit Suisse James Lee - Mizuho Jed Kelly - Oppenheimer & Co. Inc ...

Airbnb, Inc. (NASDAQ:ABNB) Morgan Stanley 2022 Technology, Media & Telecom Conference March 10, 2022 1:20 PM ET Company Participants Brian Chesky - CEO and Co-Founder Conference Call Participants Brian Nowak - Morgan Stanley Brian Nowak Good morning, everyone. Welcome to day four of our 2022 Live Morgan Stanley TMT Conference. We’re thrilled today to have, Brian Chesky, the CEO and Co-Founder of Airbnb with us to have a next fireside chat about travel, all the excitement at Airbnb and how you think about th ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________ FORM 10-K ______________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_____ to _____ Commission File Number: 001-39778 ______________ Airbnb, Inc. (Exact Name of Registrant as Specified ...

Airbnb, Inc. (NASDAQ:ABNB) Q4 2021 Results Conference Call February 15, 2022 5:30 PM ET Company Participants Ellie Mertz - VP, Finance Brian Chesky - Co-Founder and CEO Dave Stephenson - CFO Conference Call Participants Colin Sebastian - Baird Naved Khan - Truist Securities Stephen Ju - Credit Suisse Bernie McTernan - Needham & Company Deepak Mathivanan - Wolfe Research Mario Lu - Barclays Jed Kelly - Oppenheimer Brian Nowak - Morgan Stanley Brian Fitzgerald - Wells Fargo Doug Anmuth - JP Morgan Lloyd Walms ...