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Mark O'Sullivan 🌎
@markos.dev

A couple days ago The Economist published an article leading with this question: "Has Airbnb reached its peak?" A thread 🧵

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Mark O'Sullivan 🌎
@markos.dev

"$86bn-worth of bookings made through the platform in the 12 months to June". A 10% increase vs the previous year. However the rate of growth has been decreasing and analysts predict more signs of slowdown in the Q3 2025 earnings report due on Nov 6.

Mark O'Sullivan 🌎
@markos.dev

What has caused the decrease in the rate of growth? - Uncertainty caused by President Donald Trump putting off tourists coming to the USA - Policy makers banning Airbnb or implementing heavy restrictions - Competition from other platforms (Booking, Expedia)

Mark O'Sullivan 🌎
@markos.dev

How is Airbnb reacted to the growth slowdown? - Growing bookings in new countries (Brazil, India) - Entering new markets (services) - Expanding offerings (hotels) - Testing the water with new ideas (social features)

Mark O'Sullivan 🌎
@markos.dev

The core markets (USA, Australia, Britain, Canada & France) represents 50% of nights booked through the platform according to AirDNA. The percentage change year on year in nights booked has been falling in these countries.