ABNB ARM HOOD TTD HUBS CART First Takes
ABNB -7%: Q1 looks okbut Q2 guide looks weak
Q1 Nights +9.5% a slight miss vs bogeys of 10-11%. 3p data had been showing an accel in Q2 so far so bulls will wonder why the Q2 so weak and some bulls were hoping for EBITDA margin expansion in Q2 and guide is for EBITDA flat to up, which is more in line. Depends what they see re: fx for weaker Q2. down MS…
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