10 min listen
Equity shot: Airbnb's IPO is finally here
FromEquity
ratings:
Length:
13 minutes
Released:
Nov 16, 2020
Format:
Podcast episode
Description
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 is 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!https://techcrunch.com/2020/11/16/airbnb-files-to-go-public/
Released:
Nov 16, 2020
Format:
Podcast episode
Titles in the series (100)
Equity Monday 08/24: What was on the docket this morning? All sorts of good stuff, though the Sumo Logic S-1 did drop just after we wrapped. Here's today's rundown: YC Demo day is this week, so make sure to stick around TechCrunch and Extra Crunch for all our coverage. SPACs continue, with more automotive companies looking at alt-routes to the public markets. This time it's Luminar. And, here's the Bill Gurley post that we promised to link to. E-commerce and on-demand are booming in China after we saw similar results via Uber and domestic e-commerce players. The Fortnite-Apple brouhaha continues with more filings and even Microsoft weighing in. At the same time TikTok v. The United States appears set to go to court. (Zuck is behind some anti-TikTok Washington sentiment, it appears.) The Palantir S-1 has gone missing. Where is it? Give it to us! Dataiku has raised $100 million for its enterprise AI platform. Forbes has more. Datasembly has raised $10.3 million in new capital for its IR by Equity