由于新冠肺炎疫情迫使消費(fèi)者只能待在家里,導(dǎo)致愛(ài)彼迎(Airbnb)價(jià)值超過(guò)10億美元的客戶(hù)預(yù)訂被取消。此外,該住宅租賃初創(chuàng)公司裁員1,900人,并推遲了上市計(jì)劃。但其首席執(zhí)行官布萊恩?切斯基在最新一期《未來(lái)領(lǐng)導(dǎo)力》播客中表示,令公司感到驚喜的是,最近幾周,民宿預(yù)訂量迅速反彈,公司目前的業(yè)務(wù)量已經(jīng)超越了去年同期的水平。
切斯基在《財(cái)富》雜志的一期播客中表示,從3月底到6月初,愛(ài)彼迎的美國(guó)民宿預(yù)訂量超過(guò)了去年同期的水平,并且可能遠(yuǎn)超最初的預(yù)期。切斯基說(shuō):“市場(chǎng)并沒(méi)有徹底復(fù)蘇,但它恢復(fù)的速度遠(yuǎn)超過(guò)我們所有人的想象。公司的業(yè)務(wù)量超過(guò)了去年同期的水平,甚至可能超過(guò)我們?cè)谛鹿谝咔楸l(fā)之前的預(yù)測(cè)。”
不過(guò)切斯基依舊很謹(jǐn)慎,并且不會(huì)太早開(kāi)始慶祝。他說(shuō),在事件爆發(fā)之初,出于對(duì)病毒傳播的擔(dān)憂(yōu),許多人質(zhì)疑愛(ài)彼迎是否還有未來(lái)。
他說(shuō):“市場(chǎng)還沒(méi)有復(fù)蘇。現(xiàn)在談復(fù)蘇仍然為時(shí)過(guò)早。可能這只是虛假的被抑制的需求。我們不知道。”
但到目前為止,我們有理由感到樂(lè)觀。切斯基補(bǔ)充說(shuō):“我可以告訴你們的是,我們和與我合作的銀行家,都沒(méi)有想過(guò)今年會(huì)出現(xiàn)如此強(qiáng)勁的反彈,更沒(méi)想到反彈會(huì)在6月初出現(xiàn)。它超出了我們的所有預(yù)期。”
切斯基表示,愛(ài)彼迎本計(jì)劃在3月31日進(jìn)行首次公開(kāi)募股。但新冠疫情爆發(fā)后,導(dǎo)致業(yè)務(wù)量驟減,因此公司決定推遲上市,在4月通過(guò)債務(wù)和股權(quán)融資募資10億美元,并大幅下調(diào)了公司估值。
但目前,公司業(yè)務(wù)正在恢復(fù),所以切斯基認(rèn)為2020年公司依舊有可能進(jìn)行首次公開(kāi)募股。他說(shuō):“現(xiàn)在我可以說(shuō)的是,我們不會(huì)追求在今年上市,但我們也不排除這種可能。每周,每個(gè)月,隨著經(jīng)濟(jì)復(fù)蘇的勢(shì)頭日益強(qiáng)勁,市場(chǎng)變得更加穩(wěn)定,我們就能擁有更多選擇。所以現(xiàn)在真正的問(wèn)題是,世界什么時(shí)候做好準(zhǔn)備迎接我們上市?”(財(cái)富中文網(wǎng))
譯者:Biz
由于新冠肺炎疫情迫使消費(fèi)者只能待在家里,導(dǎo)致愛(ài)彼迎(Airbnb)價(jià)值超過(guò)10億美元的客戶(hù)預(yù)訂被取消。此外,該住宅租賃初創(chuàng)公司裁員1,900人,并推遲了上市計(jì)劃。但其首席執(zhí)行官布萊恩?切斯基在最新一期《未來(lái)領(lǐng)導(dǎo)力》播客中表示,令公司感到驚喜的是,最近幾周,民宿預(yù)訂量迅速反彈,公司目前的業(yè)務(wù)量已經(jīng)超越了去年同期的水平。
切斯基在《財(cái)富》雜志的一期播客中表示,從3月底到6月初,愛(ài)彼迎的美國(guó)民宿預(yù)訂量超過(guò)了去年同期的水平,并且可能遠(yuǎn)超最初的預(yù)期。切斯基說(shuō):“市場(chǎng)并沒(méi)有徹底復(fù)蘇,但它恢復(fù)的速度遠(yuǎn)超過(guò)我們所有人的想象。公司的業(yè)務(wù)量超過(guò)了去年同期的水平,甚至可能超過(guò)我們?cè)谛鹿谝咔楸l(fā)之前的預(yù)測(cè)。”
不過(guò)切斯基依舊很謹(jǐn)慎,并且不會(huì)太早開(kāi)始慶祝。他說(shuō),在事件爆發(fā)之初,出于對(duì)病毒傳播的擔(dān)憂(yōu),許多人質(zhì)疑愛(ài)彼迎是否還有未來(lái)。
他說(shuō):“市場(chǎng)還沒(méi)有復(fù)蘇。現(xiàn)在談復(fù)蘇仍然為時(shí)過(guò)早。可能這只是虛假的被抑制的需求。我們不知道。”
但到目前為止,我們有理由感到樂(lè)觀。切斯基補(bǔ)充說(shuō):“我可以告訴你們的是,我們和與我合作的銀行家,都沒(méi)有想過(guò)今年會(huì)出現(xiàn)如此強(qiáng)勁的反彈,更沒(méi)想到反彈會(huì)在6月初出現(xiàn)。它超出了我們的所有預(yù)期。”
切斯基表示,愛(ài)彼迎本計(jì)劃在3月31日進(jìn)行首次公開(kāi)募股。但新冠疫情爆發(fā)后,導(dǎo)致業(yè)務(wù)量驟減,因此公司決定推遲上市,在4月通過(guò)債務(wù)和股權(quán)融資募資10億美元,并大幅下調(diào)了公司估值。
但目前,公司業(yè)務(wù)正在恢復(fù),所以切斯基認(rèn)為2020年公司依舊有可能進(jìn)行首次公開(kāi)募股。他說(shuō):“現(xiàn)在我可以說(shuō)的是,我們不會(huì)追求在今年上市,但我們也不排除這種可能。每周,每個(gè)月,隨著經(jīng)濟(jì)復(fù)蘇的勢(shì)頭日益強(qiáng)勁,市場(chǎng)變得更加穩(wěn)定,我們就能擁有更多選擇。所以現(xiàn)在真正的問(wèn)題是,世界什么時(shí)候做好準(zhǔn)備迎接我們上市?”(財(cái)富中文網(wǎng))
譯者:Biz
As the coronavirus pandemic forced consumers to stay home, Airbnb customers canceled more than $1 billion in bookings, and the home rental startup laid off 1,900 employees and postponed its filing to go public on the stock market. In recent weeks, however, to the company’s surprise, bookings have come back in force—and Airbnb is now on track to do more business in 2020 than it did the year before, CEO Brian Chesky says on the latest episode of Leadership Next.
Between the end of March and early June, Airbnb had more bookings in the U.S. than over the same period in 2019, and could potentially even surpass its original expectations, Chesky says on the podcast, hosted by Fortune’s Alan Murray and Ellen McGirt. “It’s not fully recovered, but it’s recovering way faster than any one of us imagined,” Chesky says. “We are above where we were last year, and we could get even higher than what we would have forecast before COVID.”
Still, Chesky is cautious not to celebrate too soon. He notes that at the beginning of the pandemic, many people questioned whether the company had a future at all amid concerns over the spread of the coronavirus.
“There’s been no comeback yet. It’s too early,” he says. “There may be this false pent-up demand. We don’t know.”
So far, though, there’s reason to be optimistic. “I can tell you there is no model that we, nor any bankers we worked with, that had any recovery like this even happening in this year, let alone in the beginning of June,” Chesky adds. “It has exceeded kind of everything we expected.”
Airbnb had planned to file for a 2020 initial public offering on March 31, Chesky tells Murray and McGirt. But the company decided to push off the filing as its business plunged into crisis, instead raising $1 billion in debt and equity financing in April while slashing its valuation.
Now, though, with the business looking up, Chesky thinks an IPO could still be on the table for 2020. “At this point I can tell you that we’re not committing to go public this year, but we are absolutely not ruling it out,” he says. “And every week, every month that the recovery is stronger, the market’s more stable, we gain more optionality…So it’s really a matter of, when is the world ready for us?"