company analysis

1. Zhiqing Rao
serenar

2. Problem
1. It's not easy for travelers to find a nice place to stay in the cities for a fair price.
2. People don’t know what to do with the extra space in their place, while not
being able to pay the high rent in cities.
“ To create a world where anyone can belong anywhere”

3. Product
Home Airbnb AdventureAirbnb Experiences

4. Other services and Acquisitions
- Niido:
- Support home sharing in new apartment buildings
- Luxury Retreats:
- Provide more unique accommodations and amazing experiences with luxury units
- HotelTonight, acquisition:
- Help people book last minute hotel reservations.

5. Persona 1
Grace
Traveller

6. Persona 2
Lauren
host

7. Leadership

8. History
2007 - 2008
- Airbedandbreakfast.com
- Cereal boxes $30,000
2009
- Airbnb
- $600,000 seed investment
2011
- 89 countries
- 1 million nights booked
2011-2016
- peace with law
- Insurance $1 million
- redesign logo: community
2016-2019
- Airbnb Experiences, Luxury
Retreats, Niido, Airbnb Plus,
HotelTonight
- 7 million listings
- 191 countries

9. Business model ● For every booking, charges the guest
6-12% of the booking/transaction fee.
● For every successful transaction,
charges the host 3-10% commission.
● Other services

10. What is hot?

11. A selection of only the highest quality homes

12. Authentic
experience
&
Community
Secret Sauce

13. Financial
$93 million in 2017, profitable in 2018

14. 2019 － 2020
● 47% increase in expense in 2019
● 2019 Q4 revenue leaped 32% to $1.1 billion, but earnings plunged 92.3% to a
loss of $276.4 million.
● More than $2 billion in the bank by the end of 2019

15. -16%
on company valuation
$31B → $26B

16. Competition
Entire housing
short term rental
Shared/Private
room rental
Guest profile &
public review of
guests
Authentic
experience
✓ ✓ ✓ ✓
✓
✓ ✓ / X
✓ ✓ ✓／X

17. Prediction
● Challenging in 2020
● Get Into the Black after the COVID-19

18. References
● https://craft.co/airbnb
● https://www.digitaltrends.com/home/what-is-airbnb/
● https://news.airbnb.com/about-us/
● https://www.businessinsider.com/how-airbnb-was-founded-a-visual-history-2016-2#in-september-2019-airbnb-announced-its-pl
an-to-go-public-in-2020-29
● https://www.cnbc.com/2019/10/17/airbnbs-quarterly-loss-reportedly-doubled-in-q1.html
● https://skift.com/2019/09/19/airbnb-quarterly-revenue-tops-1-billion-for-the-second-time/
● https://www.vox.com/2020/2/12/21134477/airbnb-loss-profit-ipo-safety-tech-marketing
● https://skift.com/2020/03/12/airbnb-loses-276-million-and-6-other-takeaways-from-its-fourth-quarter/
● https://skift.com/2020/03/12/airbnb-loses-276-million-and-6-other-takeaways-from-its-fourth-quarter/
● https://bmtoolbox.net/stories/airbnb/
● https://jungleworks.com/airbnb-business-model-revenue-insights/
● https://blog.pillow.com/airbnb-competitors-who-are-they-and-whats-the-difference/

19. Questions?