Airbnb Delivers Strong Q4 with Steady Growth and Expanding Margins
Feb 14, 2025
Airbnb's Q4 and fiscal year results look good. Revenue was up 12% for both, with margins, cash generation, and ROI typically excellent for this very well-run company. We've seen a pickup in share buyback activity as growth has slowed, with shares down over 2.5% last year. Underlying metrics show a 12% increase in nights/experiences booked, with a 1% increase in average rates. Airbnb has revamped its tech stack, allowing it to launch a flurry of new features with many more planned for 2025. This is still an excellent company that I'm happy to hold, even considering likely lower top-line growth going forward. The updated fair value price is $178.
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