TMTB: ABNB SMCI FTNT RDDT CART UPST First takes
ABNB -13%: Looks worse with weak nights +lower Q3 rev/nights/EBITDA guide
9% nights growth misses buyside at 10-11% and stret at 10%
Q3 guided to sequential moderation of in y/y nights growth vs bogeys of “at least stable with q2”
Mgmt also commenting around slowing US demand
ABNB GUIDANCE: Q3
- Guides revenue $3.67B to $3.73B, EST $3.84B
- Guides ADR up mod…
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