Airbnb, Inc.

ABNBleader

Airbnb operates the world's largest home-sharing and short-term rental marketplace, disrupting the hotel industry by enabling individuals to rent out properties or rooms to travelers. It is highly profitable (~30% EBITDA margin) with asset-light business model.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($11.1B)

Data statis (memuat keuangan langsung…)

Nights & Experiences Booked (100%)

Komposisi segmen dan pelanggan utama

Detail produk

Short-Term Rental Marketplace96%

Peer-to-peer home and room rental marketplace with 7M+ active listings in 220+ countries. Platform takes ~14% guest service fee and ~3% host service fee.

Airbnb Experiences4%

Local activities and tours hosted by residents, booked through the platform.

Hubungan Rantai Pasok

Pesaing

Booking Holdings Inc.

Vacation rental / travel booking

Dampak: major competitor

Marriott International, Inc.

Short-term accommodations

Dampak: alternative lodging

Konteks makro dan pasar

소비재 (경기민감)Berita sektor

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Katalis mendatang

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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Info Perusahaan

Kantor Pusat

San Francisco, CA

Didirikan

2008

Karyawan

6,900

Situs Web

airbnb.com

Gambaran umum sektor — 소비재 (경기민감)

Berita sektor