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爱彼迎“裁员止损”的方法奏效了吗?

爱彼迎“裁员止损”的方法奏效了吗?

Daniel Abril 2021-05-27
这家公司的首席执行官在今年1月说,他认为新冠疫情已经永久改变了旅行业的面貌。

去年新冠疫情肆虐之时,由于大家都宅在家中,爱彼迎(Airbnb)的业绩直线下挫,收入同比下降72%,季度亏损也扩大至5.76亿美元。

为减少损失,爱彼迎裁撤了四分之一的员工。

不过爱彼迎的业务随后出现回暖,甚至还完成了轰动全球的IPO。该公司也希望能够从疫情封城造成的窘境中实现全面反弹。如今,爱彼迎正在全力以赴,准备迎接后疫情时代的旅行市场。

爱彼迎的首席执行官布莱恩•切斯基于5月25日接受记者电话采访时说:“疫苗接种工作正在稳步推进,旅行限制也逐渐放宽,大家出行的欲望更是强烈。旅行市场正在回暖,只是将呈现出与此前截然不同的面貌。”

过去,旅行业的业绩更多依赖商业差旅和特定时节(例如暑期)的短期旅行,而后疫情时代的市场将会发生重大变化。爱彼迎认为,后疫情时代,客户预定的行程将会更长,甚至可能会离家生活数月之久。为应对这种新局面,爱彼迎计划进行一系列调整,并于5月25日对这些调整进行了详细介绍。

爱彼迎新推出了“灵活匹配”功能,让用户在搜索住宿场所时可以搜到与限定范围相差不大的信息。举个例子,假如用户使用了该功能,那么即便他们在搜索时将价格设定在了300美元以下,就仍然有可能搜到迈阿密一间每晚320美元的公寓。

爱彼迎将于6月30日上线的“灵活目的地”功能与之相似。借助该功能,用户或能够发现自己此前从未想过的住宿场所,比如蒙古包、湖滨别墅、私人岛屿,甚至洞穴。

在推出这两项功能之前,爱彼迎已经于今年2月推出了“灵活日期”搜索功能。

5月25日,该公司还推出了若干新举措,方便客户快速退房,进一步降低业主向“房东”转变的难度,并且进一步丰富了检查清单的内容,让客人可以查看自己住过的场所。为协助房东工作,该公司还将客服代表的人数增加了一倍(去年裁员中该部门岗位遭到大幅裁撤)。此前,房东曾经抱怨称,疫情期间预定量减少时,爱彼迎并未向其提供足够帮助。

自去年12月IPO以来,随着远程工作(经常离家外出工作)的兴起、周末度假游的增多,旅游业的业务有所回暖。在这种新趋势的推动下,爱彼迎第一季度的收入同比增长5%,不过受新冠疫情相关债务和重组费用影响,该公司的亏损增加了两倍。

虽然收入增幅不大,但与上一季度22%的销售下滑相比,这种变化具有重要意义。

切斯基在今年1月说,他认为新冠疫情已经永久改变了旅行业的面貌。他指出,三大趋势将在后疫情时代延续较长时期:第一,商务差旅减少、休闲旅行增多;第二,越来越多的旅行者将会把目光放到热门景区以外,并且会考虑前往小地方旅行;第三,相较于旅游景点,未来的游客将更看重有意义的旅行。

实际上,据爱彼迎所说,很多生活在大城市的民众会前往农村旅行。在美国,爱彼迎预计南卡罗来纳州的希尔顿海德岛(Hilton Head Island)、蒙大拿州的西黄石镇(West Yellowstone)和缅因州的阿卡迪亚国家公园(Acadia National Park)将成为热门出行目的地。爱彼迎表示,那些前往城市旅游的人可能会在目的地停留更长时间。长期旅行的热门目的城市包括澳大利亚墨尔本、巴西圣保罗和加拿大蒙特利尔。

切斯基称,他预计随着越来越多的城市开始重新开放,以及民众开始为期待已久的旅行做准备,旅行人数将出现一个世纪以来的“最大”反弹。

“没错,旅行是在发生改变,但不变的是对旅行住宿服务的需求。”切斯基说。(财富中文网)

译者:梁宇

审校:夏林

去年新冠疫情肆虐之时,由于大家都宅在家中,爱彼迎(Airbnb)的业绩直线下挫,收入同比下降72%,季度亏损也扩大至5.76亿美元。

为减少损失,爱彼迎裁撤了四分之一的员工。

不过爱彼迎的业务随后出现回暖,甚至还完成了轰动全球的IPO。该公司也希望能够从疫情封城造成的窘境中实现全面反弹。如今,爱彼迎正在全力以赴,准备迎接后疫情时代的旅行市场。

爱彼迎的首席执行官布莱恩•切斯基于5月25日接受记者电话采访时说:“疫苗接种工作正在稳步推进,旅行限制也逐渐放宽,大家出行的欲望更是强烈。旅行市场正在回暖,只是将呈现出与此前截然不同的面貌。”

过去,旅行业的业绩更多依赖商业差旅和特定时节(例如暑期)的短期旅行,而后疫情时代的市场将会发生重大变化。爱彼迎认为,后疫情时代,客户预定的行程将会更长,甚至可能会离家生活数月之久。为应对这种新局面,爱彼迎计划进行一系列调整,并于5月25日对这些调整进行了详细介绍。

爱彼迎新推出了“灵活匹配”功能,让用户在搜索住宿场所时可以搜到与限定范围相差不大的信息。举个例子,假如用户使用了该功能,那么即便他们在搜索时将价格设定在了300美元以下,就仍然有可能搜到迈阿密一间每晚320美元的公寓。

爱彼迎将于6月30日上线的“灵活目的地”功能与之相似。借助该功能,用户或能够发现自己此前从未想过的住宿场所,比如蒙古包、湖滨别墅、私人岛屿,甚至洞穴。

在推出这两项功能之前,爱彼迎已经于今年2月推出了“灵活日期”搜索功能。

5月25日,该公司还推出了若干新举措,方便客户快速退房,进一步降低业主向“房东”转变的难度,并且进一步丰富了检查清单的内容,让客人可以查看自己住过的场所。为协助房东工作,该公司还将客服代表的人数增加了一倍(去年裁员中该部门岗位遭到大幅裁撤)。此前,房东曾经抱怨称,疫情期间预定量减少时,爱彼迎并未向其提供足够帮助。

自去年12月IPO以来,随着远程工作(经常离家外出工作)的兴起、周末度假游的增多,旅游业的业务有所回暖。在这种新趋势的推动下,爱彼迎第一季度的收入同比增长5%,不过受新冠疫情相关债务和重组费用影响,该公司的亏损增加了两倍。

虽然收入增幅不大,但与上一季度22%的销售下滑相比,这种变化具有重要意义。

切斯基在今年1月说,他认为新冠疫情已经永久改变了旅行业的面貌。他指出,三大趋势将在后疫情时代延续较长时期:第一,商务差旅减少、休闲旅行增多;第二,越来越多的旅行者将会把目光放到热门景区以外,并且会考虑前往小地方旅行;第三,相较于旅游景点,未来的游客将更看重有意义的旅行。

实际上,据爱彼迎所说,很多生活在大城市的民众会前往农村旅行。在美国,爱彼迎预计南卡罗来纳州的希尔顿海德岛(Hilton Head Island)、蒙大拿州的西黄石镇(West Yellowstone)和缅因州的阿卡迪亚国家公园(Acadia National Park)将成为热门出行目的地。爱彼迎表示,那些前往城市旅游的人可能会在目的地停留更长时间。长期旅行的热门目的城市包括澳大利亚墨尔本、巴西圣保罗和加拿大蒙特利尔。

切斯基称,他预计随着越来越多的城市开始重新开放,以及民众开始为期待已久的旅行做准备,旅行人数将出现一个世纪以来的“最大”反弹。

“没错,旅行是在发生改变,但不变的是对旅行住宿服务的需求。”切斯基说。(财富中文网)

译者:梁宇

审校:夏林

At the height of the coronavirus pandemic, Airbnb business went into free fall. With customers hunkering down at home, revenue tumbled 72% year over year and quarterly losses ballooned to $576 million.

To stop some of the bleeding, the company laid off a quarter of its workforce.

But then, Airbnb's business started picking up as did hope for a full rebound from the COVID lockdown days—to the point that the company held a blockbuster IPO. Now, Airbnb is gearing up for its next phase: Travel in a post-pandemic world.

“People are getting vaccinated, travel restrictions are lifting, people want to connect,” Brian Chesky, Airbnb CEO, said during a call with journalists on May 25. “Travel is coming back … But [it] will be really different than before.”

Airbnb detailed a series of changes on May 25 to adapt for what it believes will be a new travel reality: People booking longer trips, or even living away from home for months. It’s a big change from before, when it was all about business trips or brief vacations during specific times of the year like summer.

Among Airbnb’s new features is giving users who search for accommodations is to return results that are just outside their search parameters. So if users select flexible matches, they may get a result for a condo in Miami for $320 nightly even though they set their price range below $300.

Similarly, Airbnb’s new flexible destinations, available June 30, will try to connect people to accommodations they may not have thought of themselves like yurts, lake houses, private islands, or even caves.

The two features follow Airbnb introducing in February the ability for users to search using flexible dates.

On May 25, the company also debuted ways to make it faster for guests to check out of their accommodations, easier for property owners to become hosts, and added to the checklist of things that guests can review about where they've stayed. It also doubled the number of customer service agents—a group that was slashed during the cutbacks last year—to help hosts, who previously complained that Airbnb didn't give them sufficient help during the pandemic when bookings slowed.

Since its IPO in December, travel has somewhat rebounded as people started working remotely—often away from home—and take more weekend getaways. The new trends helped Airbnb increase its first-quarter revenue 5% year over year—even though its loss tripled due to pandemic related debt and restructuring fees.

The revenue gain, though modest, is a big turnaround from the 22% sales decline in the previous quarter.

In January, Chesky said he believed the pandemic had changed travel forever. He suggested three main trends would continue long after the coronavirus ended: People will travel less for business and more for pleasure, more travelers will look outside top destinations and consider smaller communities, and that they’ll be more interested in meaningful travel versus tourist spots.

In practice, according to Airbnb, many people who live in big cities will travel to rural areas. In the U.S., Airbnb expects some top destinations to be Hilton Head Island, S.C., West Yellowstone, Mont., and Acadia National Park, Maine. And those who do travel to cities will likely stay longer, Airbnb said. Popular international cities for long-term stays include Melbourne, Australia; São Paulo, Brazil; and Montreal, Canada.

Chesky said he expects the travel rebound to be the “biggest” in a century as cities reopen and people finally take the trips they had been waiting for.

"Yes, travel is changing," Chesky said. "But what people have always needed, those things will never change, and they'll always be made possible by hosts."

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