$ABNB · Meet Kevin · 2026-11-05
Airbnb 第四季度业绩超出指引，第三季度每股收益为 316，高于 291，成本下降，调整后 EBITDA 为 36%，高于 35.5%；盘后股价上涨约 4%。公司宣布进入增长模式并推出 120 亿美元回购，且已在 2026 年突破下行趋势，因此尽管说话者不喜欢这家公司，仍给予其肯定。
逐段跳播
哦，Airbnb 大约下跌22%。Airbnb 即将发布财报。我们有 Cloudflare、Iron、Open Door，说实话他们干脆破产算了。我讨厌那家公司。然后是 Airbnb，这是另一家我讨厌的公司。
我总体上很反感 Airbnb。我甚至最近也有过一些不错的体验，但我会说糟糕的体验往往多于好的体验，这有点可悲。好，Cloudflare、Open Door、Airbnb 和 Atlassian。
我们来看看这些。这些都是未来10分钟内要发布的财报。
Oh, Airbnb is about down 22. Airbnb is about to report. So, we have uh Cloudflare, Iron, Open Door, which they should honestly just go bankrupt already. I hate that company. Uh then Airbnb, it's another company I hate.
I I generally despise Airbnbs. I've had some good experiences even recently, but I would say often more bad experiences than good experiences, which is kind of sad. All right, I Cloudflare, Open Door, Airbnb, and Atlassian.
We'll take a look at those. Those are all earnings that are going to be coming out within the next 10 minutes.
好。Iron Open 和 Cloudflare。哦，来了。Airbnb。好。他们在第四季度指引上确实超预期了。第三季度每股收益超预期，316对291。我可能不喜欢他们，但他们超预期了。
总成本略低于预期。所以 Airbnb 是超预期并上调指引。说实话，得给他们点赞。也许他们已经改过自新了。让我看看。Airbnb。好。是的，Airbnb 现在涨约4%。Airbnb 的调整后 EBITA 为36%，预期35.5%。所以这里略有超预期。
Okay. Iron Open and Cloudflare. Oh, here we go. Airbnb. Uh, okay. They actually beat on Q4 guide. They beat on Q3 EPS. 316 versus 291. I might not like them, but they beat. Total costs came in a little lower than expected.
So, Airbnb coming in with a beaten raise. Honestly, give them credit. Maybe they've cleaned up their act act. Let me see here. Airbnb. Okay. Yeah, Airbnb now up about 4%. uh Airbnb's uh adjusted EBITA at 36% versus 35.5. So slight beat here.
Airbnb 在盘后表现非常好。实际上，Airbnb 这家公司现在宣布他们正式进入增长模式。啊，好的。所以，Airbnb 要转向增长了。
Airbnb is doing really well in after hours. Actually, Airbnb uh the company is now declaring that they are officially in growth mode. Ah, okay. So, Airbnb going for growth mode.
然后我们看到 Airbnb 批准了一项 120 亿美元的回购计划。哇。是啊，他们真的很想把它推上去，对吧？对他们来说是好事。我是说，这是 Airbnb 股票在月线图上的表现。我的天。
但它确实已经突破了这轮下跌趋势。在 2026 年突破了。现在大概是五月。
Then we have Airbnb is authorizing a 12 billion buyback program. Wow. Yeah, they really want to pump it up, don't they? Good for them. I mean, this has been Airbnb stock on a month view month.
Holy moly. Uh, but it's really broken out of this downtrend. Broke out in 2026. Uh, they're in about May.
Airbnb 在财报方面也表现相当不错。
Airbnb in earnings is also doing quite well.