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

其他重要數據

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).

#高速增長

業績指引

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.

#同比增長17%-23%，同幣增長23%-29%

S：

按目前愛彼迎的成長性，當前估值具有了吸引力。

未來3年愛彼迎的平均淨利潤預計會達到50億美金級別。

2023年往後，1000億美金以下都屬於便宜範疇。

具體還需等待Q4財報驗驗成色。

最近跟蹤：美新|ABNB愛彼迎 IPO

這家公司IPO始开始跟蹤，關鍵詞直達：

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美股大觀渠道專屬

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