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Sorin Anagnoste

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  • 2 min

AirBnB (yellow) vs. Booking.com (green) Airbnb has a weird problem: it’s both too big and too fragile. On the one hand, second-quarter revenue rose 13% to $3.1 billion, and profits beat… | Sorin Anagnoste

  • Sorin Anagnoste
  • 3 September 2025
💰 Airbnb's Q2 revenue rose by 13% to $3.1 billion, yet management warns of upcoming challenges including tariffs and regulatory issues. They've invested $200 million in new services like haircuts and cooking classes, but Wall Street remains unconvinced, causing a drop in stock value. Past attempts at diversifying into "Experiences" were abandoned due to poor cash flow. Meanwhile, Booking Holdings, with consistent inventory offerings, is valued at over twice Airbnb, highlighting the latter's current volatility.
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