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#增长

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Aug 25Tue
  1. Skift Feed

    Wall Street Is Starting to Believe Airbnb's Growth Story

    Bernstein analysts argue that Airbnb's recent revenue acceleration is structural rather than temporary, with management guiding to a fifth consecutive quarter of roughly 10%-plus room-night growth, helping push shares up more than 25% since early August. Growth drivers include Reserve Now, Pay Later; single-fee migration lifting take rate to ~15.5%; dynamic pricing; hotel expansion; AI search; loyalty program; ancillaries; sponsored listings; and Asia growth. Bernstein views current 13% revenue growth as conservative but flags risks: unproven AI and dynamic-pricing assumptions, execution strain, rising regulation, and uncertain success in new Asian markets.

Aug 20Thu
  1. Skift Feed

    Disney's New Metric Highlights Cruise Growth

    Disney introduced a new 'global guests' metric in the first nine months of fiscal 2026, blending park attendance and passenger cruise days, up 4% year-over-year. The metric made its debut in an August quarterly report, reflecting the company's global and diversified experiences strategy. Disney plans to more than double its cruise fleet to 13 ships by end of 2030, part of a 10-year, $60 billion investment in experiences, with about 20% earmarked for cruise expansion.

Aug 13Thu
  1. TripVivid

    Fliggy Hotel Business Grows for Four Consecutive Quarters

    On August 12, Fliggy released hotel business data showing high growth for four consecutive quarters. From April 2026 to date, average daily fulfilled room nights grew about 50% YoY, with early August growth approaching 70%. Growth benefits from deep integration with Taobao App, with 88VIP users driving significant impact. In June, deduplicated MAU grew over 30% YoY.

Aug 11Tue
  1. PhocusWire All News

    STRs Enter New Phase of Scrutiny and Structural Growth

    Phocuswright's Global Short-Term Rentals 2026 report shows gross bookings reached $219.9B in 2025, projected to grow at 5.3% CAGR to $270.6B by 2029. The sector has shifted from unregulated growth to enforcement and scrutiny, reshaping supply. Technology shifts including generative AI and Airbnb's expansion beyond stays are transforming discovery and booking, though impact on incremental demand remains unclear. North America STR bookings grew 4% in 2025 to $78B, projected 5% growth in 2026 to $81.8B. Europe will reach $79.7B in 2026. APAC projected 8.9% CAGR to $49.3B by 2029.

Aug 7Fri
Feb 27Fri
  1. Amadeus Newsroom

    Amadeus FY 2025 Results: Revenue Up 6.1%, Profitability Expands

    Amadeus reported FY 2025 results: Group revenue increased 6.1% to €6,517.0 million, up 8.5% at constant currency; adjusted EBIT grew 10.2% to €1,893.8 million. Air Distribution revenue rose 5.9% with bookings up 2.8%. The company commits to low double-digit adjusted diluted EPS growth over the mid-term and launches a €500 million share repurchase program.

Nov 12Tue
  1. SAP Concur Blog

    SAP Concur and FT Series: The Right Tools to Fast-Track Growth

    The first article in the SAP Concur and Financial Times series explores how innovation trends in enterprise software design and user experience can accelerate company growth. It notes that AI is creating opportunities to personalize work, psychology and behavioral science are making software more intuitive, and a human-centric approach leads to better design. Jen Moyse, VP of Product and Head of UX at SAP Concur, says great user experience helps users get through tasks easily, accurately, and quickly. The article also discusses AI adapting processes, behavioral science shaping interactions, and fostering productivity through research.

Jun 29Wed
  2. SAP Concur Blog

    Is It Okay to Grow Now?

    The article encourages businesses to seek growth in 2021, emphasizing cost control through investment in travel, expense, and invoice management tools. A whitepaper with Deloitte shows financial leaders using these tools to make decisions and investing in AI and machine learning for spend analytics. They also pursue 100% audit and VAT reclaim.