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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產品與營收

產品營收佔比

營收結構 ($11.1B)

靜態數據（加載即時財務…）

Nights & Experiences Booked (100%)

業務部門構成與主要客戶

產品詳情

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.

供應鏈關係

競爭對手

Booking Holdings Inc.

Vacation rental / travel booking

影響: major competitor

Marriott International, Inc.

Short-term accommodations

影響: alternative lodging

宏觀與市場背景

소비재 (경기민감)行業新聞

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%

近期催化劑

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

AI 分析

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企業資訊

總部

San Francisco, CA

成立時間

2008

員工人數

6,900

官網

airbnb.com

行業概況 — 소비재 (경기민감)

行業新聞