Palantir's AI Drives Growth; Airbnb Soars as Remote Work Fuels Long Stays
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Palantir's software solutions are seeing rapid adoption, especially its new Artificial Intelligence Platform (AIP). AIP is driving faster customer acquisition and larger deals.
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Palantir's commercial revenue is growing faster than its government revenue. Commercial made up about half of total 2023 revenue.
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Airbnb is benefiting as remote work enables longer-term stays. 25% of Airbnb's long-term bookings in Q4 2023 were for 3+ months.
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Airbnb achieved a new record high in active listings in Q4 2023, up 18% year-over-year, as more hosts join.
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Airbnb's 2023 revenue hit nearly $10 billion, up 18% year-over-year. Net income was up 153% compared to 2022.