HomeAway CFO on Airbnb: We Know They Are Coming After Us


Skift Take

In the HomeAway-Airbnb-Booking.com love triangle, it is maverick Airbnb and Booking.com that actually have the most in common in terms of their preference for instantly confirmable bookings. And, like a scorned lover, HomeAway has been ratcheting up its criticisms of Booking.com.

Toss out all of the rhetoric of several years ago that HomeAway and Airbnb are going after two separate markets. HomeAway CFO Lynn Aitchison told an investor conference yesterday that the two companies have a 12 percent overlap in listings, adding "we know they are coming after our space." Aitchison told the Raymond James 36th Annual Institutional Investors Conference in Orlando that HomeAway is keenly aware that Airbnb is