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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.

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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.