Airbnb and Booking Thrive on APAC, LATAM Travel; Can TCOM Deliver Satisfactory Results?
Several travel companies delivered strong earnings this season, with $Airbnb, Inc.(ABNB)$ achieving a rare post-earnings surge of 15%—its first in eight quarters. However, recent five-day declines are erasing much of this gain.1. Why Did Airbnb Jump on Earnings?EPS beat by 23.65%; Adjusted EBITDA beat by 17.41%, driven by improved marginsRevenue beat by 2.43%; Room nights beat by 2.94% (though expectations were already high); Gross Booking Value (GBV) beat by 2.28%Latin America & Asia-Pacific led growth (room nights up low-20s YoY):Latin America benefited from large-scale marketing campaigns.Asia-Pacific growth was fueled by strong cross-border travel demand, led by Chinese outbound bookings (+25% YoY).Beyond APAC and LATAM growth, Airbnb’s pr
$CoreWeave, Inc.(CRWV)$ management explained the company’s post-IPO development vision, core competencies, and strategic positioning in the context of the rapid global expansion of AI computing infrastructure. They emphasized the explosive growth in AI compute demand, severe infrastructure shortages, and highlighted the company’s unique strengths in technology, physical infrastructure, and capital markets.🔑 Key Takeaways from the Meeting1. Company Vision & PositioningCoreWeave’s strategy is clear: provide cutting-edge infrastructure to meet the parallel computing demands of the AI era.Core mission: Build ultra-large-scale AI computing capabilities globally to meet continuous training and inference demands.Management stressed that the current m
Reddit is Recovering: Don't Need to Worry About US DAU For Now?
After $Reddit(RDDT)$ released its earnings, the stock initially dropped by 13% in after-hours trading but recovered to about 6% drop after the market opened.Financial Highlights:DAU: 101.7 million, missing estimates of 103.1 million by 1.36%EPS: 36 cents vs. 25 cents expected, beating by 44%Revenue: $428 million vs. $405 million expected, beating by 5.68%Gross margin: 92.6% vs. net income margin: 16.61%.Financial Highlights:Reddit surpassed $1 billion in revenue for the year, achieving 71% year-over-year growth in Q4.Data from BloombergNet income: $71 million, maintaining GAAP profitability for the second consecutive quarter.Advertising business continued to grow: Ad revenue increased 60% year-over-year to $394.5 million.Investment Insights:Does t
Upstart Crushes EPS Estimates by 800% with a Positive Profitability Outlook: Is $90 Within Reach?
$Upstart Holdings, Inc.(UPST)$ surged 25% after earnings, driven by strong revenue and EBITDA growth. Against the backdrop of an across-the-board beat in this earnings report, management provided an optimistic outlook, projecting 2025 revenue to reach $1 billion and aiming to break even.Financial Highlights:Revenue: $219M vs. $180M, beating by 20%EPS: $0.26 vs. -$0.03, beating by 870%Adjusted EBITDA: $38.78M vs. $6.16M, beating by 529%Loan origination volume grew 33%, and revenue increased 35%Data from Bloomberg and Upstart earningsInvestment Takeaways:AI Model Driving Higher Conversion and Loan Volume91% of loans fully automated, and 93% of instant approvals converted into funded loansRate Cuts in 2024 Boosted Borrower Demand, but 2025 Rate Cut E