Executive Insight

Providing insightful dialog between executives and analyst for the previous day earning reports. Follow for most insightful one and subscribe for the top three.

[Executive Insight @InExecutive]

business going forward.

#inflation #Airbnb #travelstock

[Executive Insight @InExecutive]

@Airbnb (NASDAQ: ABNB) - #Travel

James Lee - @MizuhoAmericas

Just curious, is inflation having an impact on consumer behavior, maybe, for example, consumer trading down from hotels to home accommodation?

[Executive Insight @InExecutive]

strength in our nonurban business that was up 80% versus 2019, Q1 '19, and that remains incredibly strong. And now we're seeing the mix shift toward urban markets back toward 2019 and the cross-border back to 2019. And so I think that tailwind is going to continue to help our

[Executive Insight @InExecutive]

will attract the kind of market that's available to us both in the neighborhoods and the surrounding areas, like all of our stuff, we target mid-teens and beyond, and this wouldn't be any different. And so I think that's a good way to think about it. #gamblingstock #NY #MGM #UBS

[Executive Insight @InExecutive]

@MGMResortsIntl (NYSE: MGM) - #newyorkgambling

Robin Farley - @UBS

I wonder if you could talk a little bit about what kind of returns you may be targeting in New York?

[Executive Insight @InExecutive]

We had hoped to invest up to a couple of billion in the first round, Phase 1, to put us into the table games business, to expand some of the amenities and put it much need parking garage there to put an entertainment facility there and potentially some other things, we think that