We retain our view that Airbnb ABNB is positioned to extend its leading alternative accommodations network (source of its narrow moat) and grow into one of the industry’s leading experiences platforms ...

The Covid-19 pandemic and work-from-home policies have resulted in a wave of working professionals who have ditched their apartments for a nomadic lifestyle, bouncing around different Airbnbs. This ...

Airbnb played the Booking.com-like performance marketing game in 2019, and got burned as losses piled up and revenue growth didn't keep pace. A centerpiece of Airbnb's roadshow is to show that its ...