Alex (TSOH Investment Research)
@tsohinvesting.bsky.social
Roblox TTM Free Cash Flow Margins $RBLX
November 25, 2025 at 7:00 PM
Roblox TTM Free Cash Flow Margins $RBLX
Airbnb Revenues Per Employee $ABNB
November 25, 2025 at 6:40 PM
Airbnb Revenues Per Employee $ABNB
Roblox TTM Bookings $RBLX
The business is now ~10x larger than it was pre-pandemic
The business is now ~10x larger than it was pre-pandemic
November 25, 2025 at 5:00 PM
Roblox TTM Bookings $RBLX
The business is now ~10x larger than it was pre-pandemic
The business is now ~10x larger than it was pre-pandemic
Correct, gross booking value (GBV) is the total dollar value of all travel services booked by customers, net of cancellations; it's a separate metric that each of those companies report, see the images below for an example from ABNB.
November 25, 2025 at 4:57 PM
Correct, gross booking value (GBV) is the total dollar value of all travel services booked by customers, net of cancellations; it's a separate metric that each of those companies report, see the images below for an example from ABNB.
Booking Holdings TTM Room Nights $BKNG
November 25, 2025 at 4:49 PM
Booking Holdings TTM Room Nights $BKNG
Airbnb GBV, % of Booking Holdings GBV
November 24, 2025 at 5:10 PM
Airbnb GBV, % of Booking Holdings GBV