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cover of episode Airbnb Goes Beyond Stays

Airbnb Goes Beyond Stays

2025/6/14
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Motley Fool Money

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Ellie Mertz
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Ellie Mertz: 作为Airbnb的首席财务官,我认为Airbnb已经成功地将自身从一个简单的住宿预订平台转变为一个提供全面旅行体验的多元化平台。过去十年,我们专注于扩大住宿业务,让预订住宿像预订酒店一样简单,并为房东创造了无数的创业机会。现在,我们正在积极扩展到住宿之外的领域,推出了Airbnb服务和重新设计的Airbnb体验,旨在为用户提供更丰富的旅行选择和更个性化的服务。我相信,通过不断优化核心业务,积极拓展全球市场,并持续创新产品和服务,Airbnb将能够吸引更多用户,实现可持续增长。 Ellie Mertz: 我认为Airbnb的增长机会在于如何提高现有用户的复购率,并吸引更多新用户加入我们的平台。我们拥有数百万忠实用户,但他们并不总是只选择Airbnb。因此,我们正在努力找出用户在哪些情况下会选择其他平台,并采取措施来填补这些空白。例如,我们正在努力提高平台的服务质量,下架不符合标准的房源,并推出“客人最爱”等功能,帮助用户找到高质量的住宿选择。同时,我们也意识到,虽然大多数核心市场的旅行者都知道Airbnb,但并非所有人都认为Airbnb是适合他们的品牌。因此,我们正在努力消除这些顾虑,通过提供更多样化的服务和体验来吸引更多新用户。 Ellie Mertz: 我认为Airbnb的增长战略需要从三个阶段来考虑:完善核心业务、拓展全球市场和孵化创新产品。首先,我们需要不断优化核心业务,提高住宿服务的质量和用户体验。其次,我们需要积极拓展全球市场,特别是在美国、加拿大、英国、澳大利亚和法国之外的新兴市场。最后,我们需要持续孵化创新产品和服务,例如Airbnb服务和Airbnb体验,为用户提供更全面的旅行解决方案。我相信,通过在三个阶段同时发力,Airbnb将能够实现可持续增长,并为投资者带来长期回报。

Deep Dive

Chapters
This chapter explores Airbnb's evolution from a stays-focused platform to a multi-product platform encompassing stays, services, and experiences. The company's recent expansion beyond its core business is highlighted, along with the launch of new features and a redesigned app.
  • Airbnb's gross booking value exceeded $80 billion last year.
  • The company launched Airbnb services, reimagined experiences, and a redesigned app.
  • The new app integrates homes, services, and experiences booking.

Shownotes Transcript

Travel can slow down temporary but the demand to get away from your home is everlasting.

Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about:

  • Why Airbnb is focusing on experiences and services.

  • The stock’s long-term performance.

  • How ideas develop at Airbnb.

Company discussed: ABNB

Hosts: Tom Gardner, Andy Cross

Guest: Ellie Mertz

Producer: Ricky Mulvey

Engineer: Dan Boyd

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