In this Dialogue episode of The Synopsis, we give an update on Airbnb after 1Q25 earnings. Check out our written business updates for $ABNB below!

Airbnb 1Q25 Business Update

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Show Notes

(0:00) Intro

(1:49) — Airbnb High Level Update

(6:40) — Diatribe on Sell-Side Analyst Q&A

(9:00) — Airbnb Growth Slowdown and Macro

(22:30) — Airbnb’s New Businesses

(29:30) — Valuation, Mature Margin Defense

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in ABNB. Furthermore, accounts one or more contributors advise on may also have a position in ABNB. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A

The Synopsis

Dialogue. Airbnb's Growth, New Businesses, Defending Mature Margins, and Diatribe on Sell-Side Q&A