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Motley Fool Money

Airbnb Goes Beyond Stays

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 14 June 2025

⏱️ 19 minutes

🧾️ Download transcript

Summary

Travel can slow down temporary but the demand to get away from your home is everlasting. Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about: - Why Airbnb is focusing on experiences and services. - The stock’s long-term performance. - How ideas develop at Airbnb. Company discussed: ABNB Hosts: Tom Gardner, Andy Cross Guest: Ellie Mertz Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Hi, this is Ava from Vanta.

0:02.0

In today's digital world, compliance regulations are changing constantly,

0:07.0

and earning customer trust has never mattered more.

0:10.0

Vanta helps companies get compliant fast and stay secure,

0:13.0

with the most advanced AI automation and continuous monitoring out there.

0:17.0

So whether you're a startup going for your first stock two or ISO-27,001, or a growing

0:22.1

enterprise managing vendor risk, Banta makes it quick, easy, and scalable, and I'm not to say

0:27.2

that because I work here. Get started today at banta.com. And what that tells you a little bit about

0:33.4

travel is that travel is obviously a high ticket discretionary and highly

0:38.9

considered purchase and what we've seen you know both in this most recent

0:43.0

period but also historically is that consumers often hesitate in terms of

0:47.8

making that that purchase on a particular day but fundamentally people do

0:52.2

want to travel and in most cases, they do come back and

0:55.0

book with us.

1:00.4

I'm Ricky Mulvey, and that's Ellie Mertz, Chief Financial Officer of Airbnb.

1:05.2

Mertz joined Motley Fool co-founder and CEO Tom Gardner and chief investment officer Andy

1:09.9

Cross for a conversation about where Airbnb

1:12.7

is going next, the state of travel in 2025, and Mertz's message to the investors who have hung on

1:18.7

to Airbnb stocks since the IPO, and maybe haven't seen the long-term return that they expected.

1:42.2

Maybe we're just here in your words how you would describe what Airbnb is today and what it is becoming with the new announcements a few weeks ago and all of the innovation that the company has been focused on.

1:48.0

Who is Airbnb today as we know it and as you know it and where do you think it is moving to in the years ahead?

1:55.0

So, you know, what you think about Airbnb today is about stays. We've obviously spent more than the last decade scaling

...

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