가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Sam Badawi
@Sam_Badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️
가입 March 2020
699 팔로잉 중    56.7K 팬
Airbnb - FY2026 Q3 Earnings $ABNB $188.10 [+10.6% AH] ✅ Revenue: $4.9B (Est: $4.8B) [+19% YoY] ✅ EPS: $3.16 (Est: $2.65) [+43% YoY], GAAP, tax rate 13% vs 23% year-ago Additional Metrics: Gross Margin: 86.6% Operating Income: $2.0B [+24% YoY] Operating Margin: 41.5% Net Income: $1.9B [+38% YoY] Adjusted EBITDA: $2.5B (Est: $2.4B) [+22% YoY] Adjusted EBITDA Margin: 52% Gross Booking Value: $27.7B [+21% YoY] Nights and Seats Booked: 155.0M [+16% YoY] ADR: $178.83 [+4% YoY] Operating Cash Flow: $1.5B [+11% YoY] Free Cash Flow: $1.4B [+6% YoY] Cash and Liquid Assets: $12.6B Share Repurchases: $0.7B, new $12B authorization Q4 2026 Guidance: ✅ Revenue: $3.22-3.28B (Est: $3.22B) [+16-18% YoY] GBV Growth: mid-teens YoY Adjusted EBITDA Margin: down slightly YoY FY2026 Guidance: Revenue Growth: high-teens YoY (Prior: at least mid-teens) Adjusted EBITDA Margin: about 36% (Prior: at least 35.5%)
더 보기