$ABNB · Schwab Network · 2026-11-06
Airbnb 重回增长模式：第三季度每股收益 316、营收 48.7 亿，均超出预期；营收增长 19%，预订量增长 16%，首次预订量增速为 2022 年以来最快，酒店业务正在积累忠诚度。前景良好，预计全年营收增长将达到十几个百分点的高段，股价在大盘下跌之日上涨近 9%。
逐段跳播
是的，Airbnb 进入今天之前这一年表现强劲。从最新业绩来看，似乎接下来仍有增长动力。每股收益为316。华尔街此前预期为286。营收为48.7亿，好于华尔街预期的47.5亿。
Yeah, Airbnb has had a strong year coming into today. And it looks like there is still uh some strength to come here in terms of its latest results. Earnings came in at 316 for a share.
That was a B Street was looking for 286. Revenue coming in at 4.87 billion. better than the 4.75 that Wall Street was looking for.
我们目前上涨近9%，而正如你所说，今天华尔街却是一片下跌。所以 Airbnb 基本上回到了增长模式。第三季度营收增长19%，推动预订的住宿和体验数量增长16%。预订间夜数在每个地区都以两位数速度增长。
北美实现低两位数增长，欧洲、中东和非洲实现十几个百分点的中段增长。
We're rallying uh nearly 9% right now and this comes on a day where as you mentioned we are seeing a lot of red on Wall Street. So Airbnb essentially back in growth mode. Third quarter revenue climbing 19%.
Driving bookings stays and experiences that rose 16%. Nights Book grew at a double digit pace in every region. North America up in the low double digits. Europe, the Middle East, and Africa up in the mid teens.
Airbnb 谈到旅行需求具有韧性，也谈到他们为让预订更便捷所做的改变，包括可稍后付款、灵活取消等选项。
Airbnb talks about resilient travel demand and changes that they've made to make it easier to book, including the option to pay later, flexible cancellation.
公司表示，首次预订量创下2022年以来最快增速。也就是说，我们说的是那个“报复性旅行、报复性消费”的时期。CEO Brian Chesky 表示，Jenzie 几乎占了首次预订用户增长的一半。
Uh the company saying first time bookings grew at the fastest clip since 2022. So, we're talking about that was the time period of that revenge travel, revenge spending. The CEO, Brian Chescue, says that Jenzie accounted for nearly half of the increase in firsttime bookers here.
关键在于，酒店业务正在带来客户。他们一直在酒店领域建立布局。所以，不只是住宿这一块——我们知道，那原本是一个让人们预订房源的平台，但如今他们进入酒店业务已有一段时间了。他们提供精品酒店，覆盖全球数十个地点。
And here's the thing, hotels are bringing in customers. You know, they've been establishing a footprint in hotels. So, beyond just uh the home front, as we know, that was a platform, the way it started as a platform for people to book homes there, but they've gotten into the hotel business for some time now.
Um, and they're offering boutique hotels and dozens of locations globally.
他们说，大约35%的客人在酒店完成首次 Airbnb 预订后，还会回来预订房源。所以他们的意思是，这里已经能看到一些客户忠诚度在发挥作用。
They say about 35% of guests who make their first Airbnb booking at a hotel uh come back to also book a home there. So, what they're saying is that they're they're seeing some customer loyalty coming into play here
而且他们的前景也很好。他们预计全年营收将实现十几个百分点的高段增长，Nicole。
and their outlook is good as well. They're expecting fullear revenue growth in the high teens, Nicole.
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