ABNB saw strong seasonal decline, with Q4 web traffic down 22% from Q3. January was strong, up 22% over December and up 16% over last year.
Looking at Similarweb data on web traffic to vacation rental site Airbnb in advance of Q4 earnings reports on 2/14, traffic seems to have strengthened on a year-over-year basis, though seasonally web traffic was weaker. January seems to have started out strong versus December and versus the prior year.
Key takeaways
- Q4 web traffic to Airbnb domains rose 9% over last year but was down 22% from Q3.
- January 2023 saw web traffic growth of 22% over December and 16% over January 2022.
- Converted visits (visits that result in a sale) in the United States rose 4.1% in Q4, year over year
ABNB fourth quarter strengthened, year over year
According to Similarweb Investor Intelligence, “The travel industry has been one of the stronger categories in our traffic flow data over the past few months. Airbnb’s traffic has been roughly in line with the industry average while other operators, like Hilton and Marriott, have seen pockets of acceleration, particularly into the holiday season”
A look at Airbnb’s Web traffic over time is below and shows Q4 up 9% over last year, but seeing a strong seasonal slowdown with Q4 down 22% from Q3.
United States conversion data strong for Q4
A look at converted visits in the U.S. shows that Q4 2022 saw converted visits rise 4.1% over 2021. Similarweb thinks that since the U.S. makes up the largest portion of ABNB’s traffic, U.S. conversion data is a good directional indicator of overall sales for the quarter.
The Similarweb Insights & Communications team is available to pull additional or updated data on request for the news media (journalists are invited to write to press@similarweb.com). When citing our data, please reference Similarweb as the source and link back to the most relevant blog post or similarweb.com/blog/insights/.
Disclaimer: All data, reports and other materials provided or made available by Similarweb are based on data obtained from third parties, including estimations and extrapolations based on such data. Similarweb shall not be responsible for the accuracy of the materials and shall have no liability for any decision by any third party based in whole or in part on the materials.
Senior Analyst
Jim provides insights across multiple sectors. With 30 years on Wall Street and numerous awards for stock-picking, he is a SUNY Albany graduate.
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