I-Airbnb e-Crossroads: Ingabe Isitoko Sokuhamba Esisha Siphelelwa I-Steam?!

I-Airbnb (NASDAQ:ABNB) sekuyisikhathi eside iqashelwa njengenye yezinto eziphazamisa kakhulu imboni yezokuvakasha, kodwa ingabe amakhasimende agcina eseqala ukufulathela izakhiwo zamanani entengo zenkampani?

Lapho imemezela izinzuzo zayo zekota yesibili, i-Airbnb yakhomba isidingo esibuthakathaka phakathi kwamakhasimende ase-US njengembangela ehamba phambili ngemuva kokwehla kokuthengisa endaweni yesikhulumi.

Ukuze kuhlanganiswe izinkinga zendawo yemakethe, izakhamuzi zasenhloko-dolobha yaseHungary iBudapest muva nje ivotele ukuvala amafemu afana ne-Airbnb ukuze amise umthelela oqashiswayo wesikhashana ekuswelekeni kwezindlu zendawo.

Uma kwenzeka amadolobha amaningi omhlaba elandela ukuhola kwe-Budapest, i-Airbnb ingase ilahlekelwe yisizinda esibalulekile samahhotela endabuko ekunikezeni izindawo zokuhlala ezinenani elincintisanayo ezindaweni eziningi ezithandwayo zamaholide.

Kusukela ngo-September 2024, ukusebenza kwamanje kwe-Airbnb kwehle ngo-14.5%. Ngophawu olushaqisayo, i-CEO ye-Airbnb kanye nosihlalo uBrian Chesky ithengiswe amaRandi ayizigidi ezingama-27.7 inani lamasheya ohwebo oluhlelwe ngaphambilini ngoSepthemba.

Njengoba izinselele ze-Airbnb zikhula, isitoko sesifike empambana mgwaqo ekunqumeni ubude baso besikhathi eside. Ingabe singabona ukuthi imakethe emisha izinqoba kanjani izinkinga zayo? Noma ingabe isimo sesitoko njengesiphazamisi esikhulu semboni yezokuvakasha sesiphelile?

Ukufunda emiphumeleni ye-Q2 2024

Izinselelo ze-Airbnb zivezwe obala ku imiphumela yenkampani ye-Q2 2024 , okubone ukuthi imali etholwayo ngesheya ngalinye (EPS) iphuthe okulindelekile ngo-5.7%. Njengoba inesisindo esingu-$0.87, i-EPS yesitoko yehle kakhulu ku-$1.02 eqoshwe ku-Q2 2023.

Ngaphandle kwalokhu, imali engenayo ikhuphuke ngo-11% yaya ku- $2.75 billion, okunikeza induduzo embonini ethinteke kakhulu umthelela ongalingani walolu bhubhane ekuqaleni kweshumi leminyaka.

Kodwa-ke, isamba semali engenayo ye-Airbnb engu-$555 million yehle ngo-15% ngaphansi kwe-Q2 2023, futhi umkhawulo wayo wenzuzo wehla usuka ku-26% waya ku-20% unyaka nonyaka.

Naphezu kwezibikezelo ezisikisela ukuthi imali engenayo ye-Airbnb kulindeleke ukuthi ikhule ngo-10% ngonyaka ngezinga elidlula elemboni yezokuvakasha ngo-0.4% e-United States, kunezimpawu ezicacile zokucindezeleka kwesitoko esikuthola kunzima ukuthola umfutho kusukela savela emphakathini. Disemba 2020.

Izinkokhelo Zisusa Amakhasimende

Nakuba i-Airbnb yake yaba isiphazamiso esikhulu emkhakheni wezokuvakasha nezokuvakasha, izinhlaka zamanani ezingosomathuba phakathi kwababungazi zibonakala zithanda ukuthakaseleka kwezindawo zokuhlala zabathengi.

Inkinga eyodwa eyinhloko imayelana nezindleko ezifihliwe njengezimali zokuhlanza, abanye ababungazi abaye bazisebenzisa ukuze bayenge amakhasimende ukuthi ahlole indawo yawo ngaphambi kokubona izindleko ezigcwele zokuhlala kwawo. Ngokwe-athikili ethile yakamuva yeBusiness Insider, ababungazi baziwa ngabo khokhisa kuze kufike ku-$400 ngezindleko zokuhlanza, okwenza izindlu eziningi zokuhlala zibize kakhulu kunamahhotela endawo.

Ngokusho komnikazi wewebhusayithi yezokuvakasha, uMichael Rozenblit, i- izimali ezididayo okhokhiswa ababungazi ngezinkonzo zokuhlanza kuyilapho ngokuvamile eyala izivakashi ukuthi zikhiphe udoti futhi zikhumule izingubo zokulala zibukela phansi inkundla iyonke.

Indaba yezimali ezixhashazwayo kade yaba ku-radar ye-Airbnb, futhi izama ukusebenzisa okwengeziwe isakhiwo samanani entengo esobala kungasiza ekubuyiseleni ukholo oluthile endaweni yesikhulumi. Nokho, kubonakala sengathi izinsuku zohlelo lokusebenza njengenye indlela ebiza kancane esikhundleni sokuhlala ehhotela seziphelile.

Ingabe I-AirBnb Iyalulama?

Umzamo we-Airbnb wokunqoba izinselele zamasu entengo abiza kakhulu abasingathi bayo uwukwamukela izindleko eziphakeme ngokugxila okusha ezindlini ezigxile kokuhlangenwe nakho.

Eminyakeni yakamuva, sibone umnyakazo we-Airbnb wokumaketha ngokuqaphela isipiliyoni , kunezindawo zokuhlala ezigxile kwisabelomali.

Ngo-2023 wabona i-Barbie Dreamhouse yengezwe ohlwini lwe-Airbnb ngevoti elengezwe esizeni ukuze abalandeli bawine ukuhlala kwamahhala ebusuku. Ngaphambi kwama-Olympics ka-2024, i-Musée d'Orsay yaseParis yengezwe esizeni njengendawo yokuhlala ngesikhathi Somcimbi Wokuvula.

Isitoko sibuye sibe nezinzuzo eziningi ezingase zisekele ukubuyiswa kwemakethe yamasheya, ikakhulukazi ngenxa yemodeli yayo yokusebenza.

"I-Airbnb ibilokhu ikhiqiza inzuzo enhle yokusebenza kusukela ngo-2021 ngenxa yemodeli yebhizinisi esekelwe kuzindleko eziphansi edinga ukusetshenziswa kwemali encane," kuchaza uMaxim Manturov, inhloko yocwaningo lokutshalwa kwezimali kwaFreedom24.

“Lokhu kuholele ekutheni kube mahhala ukungena kwemali (FCF): ngekota edlule, inkampani ikhiqize imali ephuma mahhala eyizigidigidi eziyi-1.9. Lesi simiso sezimali sinciphisa isidingo sokukhulisa imali yangaphandle, okufakazela ukusebenza kahle kwemodeli yebhizinisi layo.”

Amasonto akamuva nawo abonisile izimpawu zokuboshelwa kabusha kwe-Airbnb ngemuva kwezinhlelo ze-Federal Reserve zokuncishiswa kwamanani okuzayo. Njengoba isitoko sikhuphuka cishe ngo-15% emasontweni amabili phakathi komhla zi-6 no-20 Septhemba, kuhle ukukhumbula ukuthi izinselele okukhulunywe ngazo ngenhla phakathi kwesizinda sabasebenzisi be-Airbnb e-US zihlanganiswe nokuminyana kwamandla okusebenzisa abathengi.

Izinselele Zisekhona

I-Airbnb ibilokhu imatasa ekuxazululeni izinselele zayo kuze kube manje, futhi ukuphushela kwayo imodeli esekelwe kokuhlangenwe nakho kubonisa ukuthi isitoko singaba nekusasa njengoba ababungazi benyusa amanani epulatifomu.

Naphezu kwalokhu, izinkokhelo eziphezulu nokuhlehla emthelela wababungazi ezimakethe zendawo kusho ukuthi ikusasa ngeke lihambe kahle ku-Airbnb. Kodwa-ke, ngemodeli yebhizinisi elizinzile kanye nesimo salo njengomsunguli wekhaya, isiyaluyalu sakamuva seplathifomu singaphila isikhashana.