Airbnb (ABNB) Annotations

against those harder costs, we continue to see strong demand for travel

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2023 Q4

14 Feb 24

a lot of pent-up demand in January of last year, which makes for some harder comps in Q1

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2023 Q4

14 Feb 24

we're seeing really stable demand coming at the start of the year

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2023 Q4

14 Feb 24

accelerating demand in November and December

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2023 Q4

14 Feb 24

we have seen some softness in demand in October

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2023 Q4

14 Feb 24

invest in newer markets

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2023 Q4

14 Feb 24

intent here is really to ensure that we have flexibility over the course of the year to continue to invest in a variety of growth opportunities

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2023 Q4

14 Feb 24

we are basically giving ourselves a floor in terms of the full year EBITDA margin

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2023 Q4

14 Feb 24

we will hold or provide a minimum of 35%, which is slightly down from what we delivered in 2023

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2023 Q4

14 Feb 24