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by listenallyall 444 days 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.
1 comments
csomar 444 days ago
This 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).
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YouWhy 444 days ago
The 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.

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