Given our evolving capabilities and positioning, what are our TAM, SAM, and SOM over time?
Opportunity over time
Your market opportunity is drawn from the releases below. Size one — or draft them all — and the curve appears here.
TAM — total addressableSAM — serviceable addressableSOM — serviceable obtainable
Major Milestone
Market Positioning
Market Opportunity
1
The Trusted Marketplace: Discover, Book, and Get Paid for a Real Home
Book a real home instead of a hotel
Search any city by your dates, browse verified photos and honest reviews, and pay safely with your money held until check-in. Everyday owners list a space in minutes and get paid automatically after guests arrive.
TAM
M
SAM
M
SOM
M
2
Real Confidence: Live Availability, Evidence-Backed Protection, and Honest Reputation
Book a real home with trust you can see
Live availability, evidence-backed protection, and honest two-way reviews make every booking feel safe. Search, filter, and pay through escrow while hosts get verified guests and reliable payouts.
TAM
M
SAM
M
SOM
M
3
Set-and-Forget Hosting and Guaranteed Guest Protection
Book any home with confidence. Host without the work.
Guaranteed protection rebooks or refunds you instantly if a stay goes wrong, while smart pricing, automated payouts, and a unified dashboard let everyday owners host on autopilot.
TAM
M
SAM
M
SOM
M
4
The Fully Instant, Self-Serve Stay
Book instantly, arrive on your own schedule
Lock in a firm, guaranteed booking in one tap, then let yourself in with a smart-lock code, follow the in-app house manual, and check out with a photo — no host required. Verified reviews and category ratings make every choice easy to trust.
TAM
M
SAM
M
SOM
M
5
Global Scale and End-to-End Automation
Book any home, anywhere, with total confidence
Discover, book, and pay for real homes worldwide with money held safely until check-in, guaranteed protection behind every stay, and hosting the platform runs for you — from global payments to keyless arrival.
16Market opportunity
Given our evolving capabilities and positioning, what are our TAM, SAM, and SOM over time?
Opportunity over time
Your market opportunity is drawn from the releases below. Size one — or draft them all — and the curve appears here.