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Air Bnb - kommt der Börsengang?

eröffnet am 24.03.16 15:39:48 von

neuester Beitrag 12.04.16 21:56:56 von

Beitrag schreiben Ansicht: Normal
24.03.16 15:39:48
Beitrag Nr. 1
...da sie für die weitere Branchenentwicklung wohl eine wichtige rolle spielen dürften lege ich mal diesen Thread an, um einige Daten zu sammeln.

Peergroup zu Priceline, Expedia, TripAdvisor, etc.
24.03.16 15:44:05
Beitrag Nr. 2
Exclusive: Airbnb to double bookings to 80 million this year - investors
Technology | Mon Sep 28, 2015

Airbnb is expected to double its nightly bookings this year, investors familiar with the company's performance said, a sign that the home and room renting site's battles with regulators have yet to dent its rapid global growth.

The website is expected to have about 80 million nights booked this year, up from about 40 million in 2014, according to the investors, who declined to be named.

Airbnb does not disclose nightly bookings and would not comment on the figure.

This pace of growth is expected to continue or accelerate, the investors said. The company says it has more than 1.5 million listings - homes, apartments, guest rooms, even houseboats and tree houses - in more than 34,000 cities in 190 countries.

"It's a global phenom," said Keith Rabois, a partner at Khosla Ventures who made an early personal investment in Airbnb in 2010. "(It) is going to continue to grow at a substantially higher rate than other businesses."

Unlike hotels, Airbnb does not own properties and is not responsible for services like housekeeping.

The research arm of investment bank Piper Jaffray estimated earlier this year that the service would have about 61 million nightly bookings in 2015. But the company has blown past that estimate, the investors said.

Its growth comes despite Airbnb's ongoing battle with regulators and lawmakers over who can list properties and how they should be zoned and taxed.

In its hometown of San Francisco, a proposed law on the November ballot would limit the use of homes as hotels through services such as Airbnb. Supporters of the law argue that Airbnb exacerbates the city's brutal housing shortage.

Some travelers prefer to use Airbnb not just for the cheaper price but also options such as renting an entire house, enjoying quiet neighborhoods lacking in hotels and benefiting from their host's local knowledge.

Travel industry analysts say the growth rate suggests Airbnb's push in Europe and efforts to win over business travelers are succeeding.

"Airbnb is certainly being very, very aggressive," said Henry Harteveldt, founder of travel research firm Atmosphere Research Group.

Paris has more listings on Airbnb - about 60,000 - than any other city, said an Airbnb spokeswoman. About 50 percent of the company's revenue comes from Europe compared to about 30 percent from the United States.

Some homeowners in European cities have reported receiving letters from Airbnb inviting them to list their homes on the site.

The company is also going after the booming Chinese travel market, working with Sequoia China, the local affiliate of the American venture capital firm.

Once a startup selling cereal, Airbnb today is the third most valuable venture capital-backed company in the world, valued at $25.5 billion. By comparison, Hyatt Hotels Corp (H.N) has a market value of about $6.7 billion.

In a survey of 300 hotel groups and hotels earlier this year by Atmosphere, 70 percent said Airbnb and similar home-sharing services would pose a significant threat to their business within the next three years.

"If Airbnb is on track to book 80 million rooms nights a year, that is 80 million room nights that the global hotel industry is not getting," Harteveldt said.
24.03.16 15:45:25
Beitrag Nr. 3
Antwort auf Beitrag Nr.: 52.054.613 von R-BgO am 24.03.16 15:44:05
Inzwischen sind es laut Webseite bereits 2 Mio. Listings,
sie chargen 3% für den Anbieter und 6-12% für den Kunden.
24.03.16 15:54:17
Beitrag Nr. 4
Antwort auf Beitrag Nr.: 52.054.613 von R-BgO am 24.03.16 15:44:05…


"...indicated that Airbnb transacted $2.2 billion in gross bookings during the third quarter, generating $340 million in revenue. Room nights sold during the quarter jumped 110.6 percent to 23.8 million, according to Airbnb’s presentation."

"...projected $150 million operating loss for 2015"

"...In terms of room nights booked, Airbnb’s 23.8 million in the third quarter stood as 38.7 percent of Expedia’s 61.5 million room nights and 20.5 percent of the Priceline Group’s 115.6 million room nights.

That’s why Expedia Inc. is acquiring HomeAway, the Priceline Group is touting its 21 million bookable rooms, and Wall Street analysts are questioning hotel-chain CEOs on the prospect of selling hotel rooms through Airbnb, a scenario that would have been considered laughable a couple of years ago."
comiter [Blogger]
24.03.16 17:44:31
Beitrag Nr. 5
Wird bestimmt viel zu teuer auf den Markt kommen. Das Übernachten bei "Freunden" ist eine Nische und hat regulatorische Probleme, der Rest des Marktes viel Konkurrenz und auch Priceline hat mit da ein gutes Angebit
24.03.16 19:03:10
Beitrag Nr. 6
Antwort auf Beitrag Nr.: 52.054.619 von R-BgO am 24.03.16 15:45:25Im Moment zwar eher vernachlässigter, aber möglicherweise später mal interessant: Zinserträge.

Denn wenn ich heute über AirBNB buche, dann muß ich sofort zahlen, auch wenn ich erst im Sommer oder Herbst verreise.

Da dürften in Summe Milliardenbeträge zusammenkommen, die AirBNB auf eigene Rechnung anlegen kann.

Und wenn es jemals wieder Zinsen geben sollte (außerhalb Europas gibt es so etwas ja noch), dann rechnet sich das zusätzlich.
24.03.16 22:22:25
Beitrag Nr. 7
Feeling the heat because of all the buzz about Airbnb’s global growth trajectory with its more than 2 million listings, for the first time has released its own room tallies: 21 million bookable rooms.

Until now, merely reported its number of properties, currently 824,231, and not the number of bookable rooms. The company hadn’t talked much about apartment and condo rentals but Skift pointed out last month that Airbnb Needs to Watch Out for’s Apartment Ambitions.

Here’s the room breakdown:’s numbers-crunchers identified on the site 14.4 million bookable hotel rooms, 1.8 million vacation rental rooms and 4.8 million rooms in other types of lodging, including apartments, villas, chalets, bed & breakfasts, guest houses, boats, igloos, tree houses and farm stays.

While Silicon Valley and others rave about the expansion and mainstreaming of Airbnb, with its purported 2 million listings in 190 countries, and 60 million guests, reports that its own “unique accommodations properties” (everything beyond its hotels and vacation rentals) increased 32 percent and accommodated 137 million guests over the last 12 months. states the number of vacation rentals on its site increased 66 percent to 1.8 million in the last 12 months.

That would make, which is the growth-driver in the Priceline Group, a much larger lodging provider than Airbnb by just about every measure.

However,, which was founded in 1996, is a senior citizen compared with 7-year-old Airbnb.

Still, on the growth front, there were some momentum questions in the Priceline Group’s third quarter of 2015 results. Room night growth decelerated in third quarter of 2015 to 22 percent, down from 26.7 percent in the third quarter of 2014 and 26.2 percent in the second quarter of 2015.

Apples to Apples?

Apples to apples comparisons when assessing the girth of lodging sites are really tough. believes that 4.8 million bookable rooms in “unique categories of places to stay,” albeit everything beyond hotels and vacation rentals, is the closest comparison that can be made to Airbnb’s 2 million-plus listings.

But there are still lots of differences in inventory types and geographies between, Airbnb and HomeAway. For example, is more Europe-focused while Airbnb’s and HomeAway’s strengths are still in the U.S.

Sites such as Expedia and HomeAway, which announced last week that they will merge, don’t detail room numbers. Neither does Airbnb, which is trying to expand beyond apartments and into vacation rentals.

In a Skift interview last week, HomeAway CEO Brian Sharples said comparing HomeAway’s and Airbnb’s property numbers are “meaningless in a way.”

“Yes, I mean, it’s meaningless in a way because it’s tough to compare one number to another,” Sharples said. “For example, in the case of Airbnb, 90-plus percent of their supply is primary homes that people live in that they’re sharing with others, and in the case of HomeAway, 95 percent of what we have are second homes that are set up for vacation rental travelers so the fact that one has more than the other is about as relevant as trying to compare Wal-Mart and Nordstrom based on the number of SKUs they have. They’re completely different SKUs.”

The combined Expedia-HomeAway would have considerably more properties than 1.5 million versus 824,000. HomeAway counts 1.2 million properties on its sites and most are “whole homes” so its unknown how Expedia-HomeAway would stack up against in room counts.

TripAdvisor’s FlipKey states it “features 300,000 vacation homes and rooms located in over 11,000 cities throughout the world.”

Why Are Room and Property Numbers Important?

From a consumer perspective, in any given destination travelers want comprehensiveness in types of properties, lots of choice and availability, and a competitive rate environment.

From an industry perspective, online booking sites need to show momentum and please investors, seek large numbers of properties to drive consumer demand for lodging partners, and the sites can generate marketing power and efficiencies by getting larger.

As the Priceline Group stated in its 10-K report on February 19: “We believe that the increase in the number of accommodation providers that participate on our websites, and the corresponding access to accommodation room nights, has been a key driver of the growth of our accommodation reservation business. The growth in our accommodation bookings typically makes us an attractive source of consumer demand for our accommodation providers.”

Instantly Confirmable

If’s growth numbers in vacation rentals and apartment-like inventory are robust, the company is also differentiating itself from Airbnb, HomeAway and TripAdvisor/FlipKey on several fronts.

Unlike its competitors, states it doesn’t charge guests a booking fee. Starting in the second quarter of 2016, HomeAway will for the first time will start charging guests a 6 percent booking fee on average. Airbnb charges 6 to 12 percent and TripAdvisor/FlipKey charges guests 5 to 15 percent.

While HomeAway and other sites give hosts 24 hours to confirm a reservation, states “all rooms on are instantly confirmable at the moment of booking.” wants to change the narrative: Its growth, and especially its girth, compare favorably with Airbnb’s on the apartment rental front. And can show some digital one-up-manship too because all of its 21 million rooms are instantly confirmable.
12.04.16 21:56:56
Beitrag Nr. 8
Airbnb is forecast to have $12.3 billion in bookings in 2016
Apr 11.2016…

Hard data on the financials of private company Airbnb are notoriously difficult to nail down.

But a new estimate by US investment bank Cowen & Company predicts that the bookings site will process $12.3 billion in reservations this year, up from an estimated $7.2 billion in 2015.

The estimates are based on a prediction that Airbnb will service 129 million guests this year. A related assumption is that the company’s own revenue may top $1.6 billion this year.

Analysts Kevin Kopelman and James Sullivan made the estimates in a research note released on Monday.

They also surveyed 1,400 US travelers (balanced to reflect the general population) to get a sense of Airbnb’s popularity.

About half of travelers who used Airbnb for business trips were more satisfied with Airbnb than with their average hotel stay (51% versus 10% preferring hotels and 39% being neutral). The numbers for leisure travelers were equally notable.

These results echoed a survey Goldman Sachs did this winter that found that Airbnb had strong favorability ratings by travelers.

Yet the Cowen & Company survey found that high satisfaction didn’t mean that guests stopped using hotels. Almost all of the surveyed Airbnb customers said they had also used hotels in the past year. When examining the share of all booked stays, hotels still took 69% of Airbnb customers’ total nights.

In short, it’s not an either/or thing, and guests may prefer Airbnb-style lodging for some types of trips but not for others.

Kopelman and Sullivan write that Priceline and Expedia have hedged against the possible cannibalization of their business by Airbnb by investing in vacation rentals and other self-catering, short-term properties.

For example, the analysts estimate that 46% of the properties listed on now are vacation rental properties (which are primarily in Europe and instantly bookable). For Priceline Group as a whole, the analysts estimate that vacation rentals today are responsible for about one in eight room nights reserved through its brands.

Expedia’s investment in HomeAway was similarly seen as a hedge that could offer the online travel protection from customer erosion by Airbnb.

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