Equity Shot: Airbnb’s IPO is finally here

@nmasc_ / @alex / 3:52 pm PST • November 16, 2020

Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines.

Today we have an Equity Shot for you about Airbnb’s S-1 filing, as it looks to go public before the year is out.

First we get into Airbnb’s macro performance, which shows a stable-picture historical revenue growth. There are a ton of numbers to get to so get ready for a quick dive into net revenue, gross margins and losses.
Then we discuss the dramatic drop in bookings, the promising comeback and if short-term travel is Airbnb’s future.
There’s a weird quarter of profitability that you should all know about, and a heads-up on what to look for in Q4 numbers.
Finally, we talk about the bullish and bearish case on Airbnb, which poetically filed the same day that Moderna announced a promising vaccine trial.

All that, and our trusty other host Danny Crichton was busy filing a post about the winners and losers of the Airbnb IPO. Ownership, you quiet, billionaire beast. There’s more coming from TechCrunch on the company’s IPO, and from the Equity crew on everything else we ferret out on Thursday. Stay tuned!

Airbnb files to go public

Equity drops every Monday at 7:00 a.m. PDT and Thursday afternoon as fast as we can get it out, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.

Equity Shot: Airbnb’s IPO is finally here

Latest Stories

Electricity Maps calculates the carbon intensity of electricity consumption to optimize usage at scale

This year’s Met Gala theme is AI deepfakes

Boeing Starliner’s first crewed mission scrubbed

Wayve raises $1B to take its Tesla-like technology for self-driving to many carmakers

The Kendrick-Drake feud shows how technology is changing rap battles

TechCrunch Space: Launch pad decongestion