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> My impression has been that AirBNB's customers are actually the hosts Yes for sure. Avg # of transactions per host dwarfs avg # of transactions per guest. Sa
by listenallyall 2y ago
> My impression has been that AirBNB's customers are actually the hosts
Yes for sure. Avg # of transactions per host dwarfs avg # of transactions per guest. Same with revenue. A frustrated host who pulls a unit (often, multiple units) off the platform is much more detrimental than an individual customer leaving the platform.
- deleted 2y ago[deleted]
- csomar 2y agoThis could also be played the other way around if the customers are completely churned. (ie: airbnb will lose a full unit with XX bookings but can also loose XX customers multiplied by XX Life Time Value).
- YouWhy 2y agoThe duty cycle (number of business days per year) is less than 1% for typical guests but around 100% for a sizeable chuck of hosts, and in the 20-80% range for a lot of the rest. Hence I expect the host LTV to be a couple of orders of magnitude greater to that of guests.