Airbnb, Inc. Class A Common Stock

Datadog, Inc. Class A Common Stock

Expedia Group, Inc. Common Stock

Twilio Inc.

Several holdings reporting this week. Mainly sitting on current cash until I have had a chance to review earnings.

What I am watching:

$ABNB
- Nights and experiences booked - 13% YoY growth Q1 2020 to 2021
- Gross booking volume - 52% growth YoY 2020-2021
- Travel continues to pick back up. $EXPE reporting 58% YoY growth in booking so anxious to see numbers from Airbnb

$DDOG
- Customer count - 32% growth 2020-2021
- ARR $100k+ - nearly 50% increase Q1 2020 to 2021
- Dollar-based net retention ~ 130%
- Customers using multiple products - 60% in 2021, 75% in 2021

$TWLO
- Active customer accounts - Q1 2021 saw 23% YoY growth
- Dollar-based net expansion rate - dropped from 140% to 133% in Q1 2021

Earnings this week $ABNB, $DDOG, $TWLO

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