Last 7 days
-4.6%
Last 30 days
11.3%
Last 90 days
7.9%
Trailing 12 Months
18.3%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-13 | Blecharczyk Nathan | sold | -8,713,120 | 145 | -60,000 | chief strategy officer |
2023-09-13 | Gebbia Joseph | sold | -24,214,100 | 145 | -166,667 | - |
2023-09-12 | Chesky Brian | sold | -22,509,300 | 150 | -150,000 | ceo and chairman |
2023-09-12 | JORDAN JEFFREY D | sold | -300,000 | 150 | -2,000 | - |
2023-09-07 | Manyika James | acquired | - | - | 1,935 | - |
2023-09-05 | JORDAN JEFFREY D | sold | -282,000 | 141 | -2,000 | - |
2023-09-05 | Blecharczyk Nathan | sold | -2,857,020 | 142 | -20,000 | chief strategy officer |
2023-09-01 | Stephenson Dave | sold | -657,670 | 133 | -4,919 | chief financial officer |
2023-09-01 | Chesky Brian | sold | -3,979,330 | 132 | -30,000 | ceo and chairman |
2023-08-30 | Blecharczyk Nathan | sold | -5,234,160 | 130 | -40,000 | chief strategy officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-14 | IMS Capital Management | reduced | -0.18 | 38,977 | 1,413,350 | 0.78% |
2023-09-13 | CGC Financial Services, LLC | new | - | 10,894 | 10,894 | 0.01% |
2023-09-12 | Prosperity Wealth Management, Inc. | added | 50.81 | 170,806 | 479,318 | 0.31% |
2023-09-12 | Farther Finance Advisors, LLC | reduced | -24.77 | -26,888 | 92,660 | 0.02% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | unchanged | - | 105 | 3,588 | -% |
2023-09-07 | ST GERMAIN D J CO INC | new | - | 8,330 | 8,330 | -% |
2023-09-05 | Delos Wealth Advisors, LLC | reduced | -27.78 | -573 | 1,667 | -% |
2023-09-01 | Portside Wealth Group, LLC | new | - | 5,467,050 | 5,467,050 | 1.01% |
2023-08-30 | Western Wealth Management, LLC | reduced | -2.26 | 1,422 | 205,190 | 0.02% |
2023-08-29 | Garde Capital, Inc. | reduced | -3.24 | - | 111,000 | 0.01% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 14, 2023 | sc us (ttgp), ltd. | 0% | 0 | SC 13G/A | |
Feb 13, 2023 | blecharczyk nathan | 13.1% | 60,105,531 | SC 13G/A | |
Feb 13, 2023 | chesky brian | 16.0% | 76,073,075 | SC 13G/A | |
Feb 13, 2023 | gebbia joseph | 12.8% | 56,962,234 | SC 13G/A | |
Feb 09, 2023 | fmr llc | - | 0 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 5.67% | 22,566,540 | SC 13G/A | |
Feb 06, 2023 | wellington management group llp | 0.00% | 0 | SC 13G/A | |
Feb 14, 2022 | sequoia capital global growth fund, l.p. | 0.9% | 3,212,655 | SC 13G/A | |
Feb 14, 2022 | andreessen horowitz fund ii, l.p. | 0.0% | 0 | SC 13G/A | |
Feb 14, 2022 | silver lake group, l.l.c. | 1.43% | 5,026,804 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 15, 2023 | 4 | Insider Trading | |
Sep 15, 2023 | 4 | Insider Trading | |
Sep 14, 2023 | 4 | Insider Trading | |
Sep 14, 2023 | 4 | Insider Trading | |
Sep 13, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 13, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 12, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 12, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 11, 2023 | 3 | Insider Trading | |
Sep 11, 2023 | 4 | Insider Trading |
85.6%
82.9%
34.3%
Y-axis is the maximum loss one would have experienced if Airbnb was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 |
Revenue | 4.4% | 9,087,956,000 | 8,707,956,000 | 8,399,000,000 | 8,029,846,000 | 7,382,868,000 | 6,614,064,000 | 5,992,000,000 | 5,318,629,000 | 4,423,528,000 | 3,423,106,000 | 3,378,000,000 | 3,358,580,000 | 2,353,208,000 | 3,367,320,000 | 4,805,239,000 |
S&GA Expenses | 6.6% | 1,727,509,000 | 1,620,509,000 | 1,516,000,000 | 1,457,861,000 | 1,365,552,000 | 1,301,875,000 | 1,186,000,000 | 1,464,794,000 | 1,287,432,000 | 1,086,946,000 | 1,175,000,000 | 727,346,667 | 864,032,000 | 1,268,716,000 | 1,621,519,000 |
R&D Expenses | 4.9% | 1,635,023,000 | 1,559,023,000 | 1,502,000,000 | 1,471,977,000 | 1,450,205,000 | 1,424,939,000 | 1,425,000,000 | 3,119,528,000 | 2,989,038,000 | 2,857,242,000 | 2,753,000,000 | 920,902,667 | 953,514,000 | 1,035,276,000 | 976,695,000 |
EBITDA | -100.0% | - | 2,133,086,000 | 1,997,000,000 | 1,727,259,000 | 1,308,728,000 | 952,751,000 | -164,715,000 | - | - | -5,253,070,000 | -4,484,940,000 | -758,613,333 | -1,882,772,000 | -1,362,088,000 | -349,325,000 |
EBITDA Margin | -100.0% | - | 0.24 | 0.24 | 0.22 | 0.18 | 0.14 | -0.03 | - | - | -1.53 | -1.33 | -0.23 | -0.80 | -0.40 | -0.07 |
Interest Expenses | -50.0% | 3,000,000 | 6,000,000 | 8,000,000 | 9,907,000 | 10,953,000 | 10,050,000 | 50,000,000 | 100,141,000 | 148,545,000 | 170,682,000 | 130,000,000 | 103,434,667 | 53,004,000 | 9,072,000 | 5,178,000 |
Earnings Before Taxes | 13.8% | 2,419,975,000 | 2,126,975,000 | 1,989,000,000 | 1,717,327,000 | 1,297,886,000 | 857,902,000 | -300,000,000 | -4,364,992,000 | -4,908,398,000 | -5,490,812,000 | -4,682,000,000 | -919,248,000 | -1,992,976,000 | -1,428,360,000 | -411,703,000 |
EBT Margin | -100.0% | - | 0.24 | 0.24 | 0.21 | 0.18 | 0.13 | -0.05 | -0.82 | -1.11 | -1.60 | -1.39 | -0.27 | -0.85 | -0.42 | -0.09 |
Net Income | 13.4% | 2,299,951,000 | 2,028,951,000 | 1,893,000,000 | 1,628,823,000 | 1,248,428,000 | 801,211,000 | -352,000,000 | -4,294,670,000 | -4,909,235,000 | -5,416,606,000 | -4,585,000,000 | -929,153,333 | -1,832,386,000 | -1,362,420,000 | -674,339,000 |
Net Income Margin | -100.0% | - | 0.23 | 0.23 | 0.20 | 0.17 | 0.12 | -0.06 | -0.81 | -1.11 | -1.58 | -1.36 | -0.28 | -0.78 | -0.40 | -0.14 |
Free Cashflow | -100.0% | - | 3,790,000,000 | 3,405,000,000 | 3,328,796,000 | 2,774,432,000 | 2,761,735,000 | 2,164,372,000 | 1,640,989,000 | 1,451,351,000 | 405,056,000 | -667,103,000 | -693,481,333 | -1,696,290,000 | -2,341,988,000 | 97,275,000 |
Balance Sheet | (In Millions) | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 |
Assets | 5.8% | 21,188 | 20,018 | 16,038 | 16,077 | 19,059 | 17,068 | 13,708 | 13,582 | 15,485 | 12,339 | 10,491 |
Current Assets | 6.3% | 20,052 | 18,869 | 14,861 | 14,867 | 17,826 | 15,761 | 12,386 | 12,221 | 14,096 | 10,927 | 8,916 |
Cash Equivalents | -3.2% | 7,905 | 8,166 | 7,378 | 7,524 | 15,242 | 12,939 | 9,727 | 9,873 | 11,945 | 8,486 | 7,668 |
Net PPE | 8.2% | 132 | 122 | 121 | 118 | 118 | 143 | 157 | 174 | 193 | 211 | 270 |
Goodwill | - | - | - | 650 | 647 | 649 | 652 | 653 | 654 | 655 | 654 | 656 |
Liabilities | 9.5% | 16,129 | 14,727 | 10,478 | 10,536 | 13,814 | 12,331 | 8,933 | 9,133 | 12,092 | 9,180 | 7,590 |
Current Liabilities | 11.6% | 13,624 | 12,212 | 7,978 | 8,015 | 11,287 | 9,774 | 6,359 | 6,559 | 9,496 | 6,573 | 5,140 |
LT Debt, Non Current | 0% | 2,000 | 2,000 | 1,987 | 1,986 | 1,985 | 1,984 | 1,983 | 1,981 | 1,980 | 1,979 | 1,816 |
Shareholder's Equity | -4.4% | 5,059 | 5,291 | 5,560 | 5,540 | 5,245 | 4,737 | 4,775 | 4,449 | 3,393 | 3,159 | 2,901 |
Retained Earnings | 2.3% | -6,198 | -6,341 | -5,965 | -5,783 | -5,997 | -6,376 | -6,358 | -6,412 | -7,246 | -7,177 | -6,005 |
Additional Paid-In Capital | -3.2% | 11,290 | 11,662 | 11,557 | 11,365 | 11,267 | 11,126 | 11,140 | 10,864 | 10,639 | 10,339 | 8,905 |
Shares Outstanding | 0.2% | 635 | 634 | - | 639 | 638 | 635 | - | 621 | 612 | 601 | - |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 |
Cashflow From Operations | 2.8% | 3,923 | 3,815 | 3,430 | 3,350 | 2,920 | 2,909 | 2,313 | 1,681 | 1,482 | 436 | -740 | -654 | -1,652 | -2,279 | 223 |
Share Based Compensation | 5.8% | 1,032 | 975 | 930 | 902 | 879 | 865 | 899 | 3,567 | 3,386 | 3,191 | 3,003 | 145 | 159 | 167 | 98.00 |
Cashflow From Investing | -2771.4% | -402 | -14.00 | -28.00 | -214 | -334 | -376 | -1,352 | -126 | -187 | -1,094 | 80.00 | -1,088 | -1,157 | 9.00 | -347 |
Cashflow From Financing | -210.5% | -1,885 | -607 | -689 | -72.30 | 1,174 | 2,056 | 1,308 | 3,333 | 4,630 | 4,846 | 3,051 | 1,566 | 4,408 | -1,356 | 855 |
Buy Backs | 25.4% | 2,500 | 1,993 | 1,500 | 1,000 | - | - | - | - | - | - | - | - | - | - | - |
Condensed Consolidated Statements of Operations (unaudited) - USD ($) shares in Millions | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Revenues [Abstract] | ||||
Revenue | $ 2,484,000,000 | $ 2,104,000,000 | $ 4,302,000,000 | $ 3,613,000,000 |
Costs and expenses: | ||||
Cost of revenue | 432,000,000 | 390,000,000 | 860,000,000 | 753,000,000 |
Operations and support | 317,000,000 | 258,000,000 | 599,000,000 | 491,000,000 |
Product development | 451,000,000 | 375,000,000 | 871,000,000 | 738,000,000 |
Sales and marketing | 486,000,000 | 379,000,000 | 936,000,000 | 724,000,000 |
General and administrative | 275,000,000 | 244,000,000 | 518,000,000 | 454,000,000 |
Restructuring charges | 0 | 89,000,000 | 0 | 89,000,000 |
Total costs and expenses | 1,961,000,000 | 1,735,000,000 | 3,784,000,000 | 3,249,000,000 |
Income from operations | 523,000,000 | 369,000,000 | 518,000,000 | 364,000,000 |
Interest income | 191,000,000 | 20,000,000 | 337,000,000 | 25,000,000 |
Interest expense | (2,000,000) | (8,000,000) | (6,000,000) | (14,000,000) |
Other income (expense), net | (36,000,000) | 2,000,000 | (43,000,000) | 0 |
Income before income taxes | 676,000,000 | 383,000,000 | 806,000,000 | 375,000,000 |
Provision for income taxes | 26,000,000 | 4,000,000 | 39,000,000 | 15,000,000 |
Net income | $ 650,000,000 | $ 379,000,000 | $ 767,000,000 | $ 360,000,000 |
Net income per share attributable to Class A and Class B common stockholders, basic (in USD per share) | $ 1.02 | $ 0.59 | $ 1.21 | $ 0.57 |
Net income per share attributable to Class A and Class B common stockholders, diluted (in USD per share) | $ 0.98 | $ 0.56 | $ 1.15 | $ 0.53 |
Weighted-average shares used in computing net income per share attributable to Class A and Class B common stockholders, basic (in shares) | 635 | 638 | 634 | 637 |
Weighted-average shares used in computing net income per share attributable to Class A and Class B common stockholders, diluted (in shares) | 665 | 684 | 667 | 684 |
Condensed Consolidated Balance Sheets (unaudited) - USD ($) $ in Millions | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 7,905 | $ 7,378 |
Short-term investments (including assets reported at fair value of $2,224 and $1,945, respectively) | 2,435 | 2,244 |
Funds receivable and amounts held on behalf of customers | 9,144 | 4,783 |
Prepaids and other current assets (including customer receivables of $200 and $264 and allowances of $39 and $46, respectively) | 568 | 456 |
Total current assets | 20,052 | 14,861 |
Property and equipment, net | 132 | 121 |
Operating lease right-of-use assets | 131 | 138 |
Goodwill and intangible assets, net | 679 | 684 |
Other assets, noncurrent | 194 | 234 |
Total assets | 21,188 | 16,038 |
Current liabilities: | ||
Accounts payable | 100 | 137 |
Accrued expenses and other current liabilities | 2,033 | 1,876 |
Funds payable and amounts payable to customers | 9,144 | 4,783 |
Unearned fees | 2,347 | 1,182 |
Total current liabilities | 13,624 | 7,978 |
Long-term debt | 1,989 | 1,987 |
Operating lease liabilities, noncurrent | 285 | 295 |
Other liabilities, noncurrent | 231 | 218 |
Total liabilities | 16,129 | 10,478 |
Commitments and contingencies (Note 9) | ||
Stockholders’ equity: | ||
Common stock | 0 | 0 |
Additional paid-in capital | 11,290 | 11,557 |
Accumulated other comprehensive loss | (33) | (32) |
Accumulated deficit | (6,198) | (5,965) |
Total stockholders’ equity | 5,059 | 5,560 |
Total liabilities and stockholders’ equity | $ 21,188 | $ 16,038 |