On: Airbnb's Global Growth

This is awesome, but why does compete.com think their traffic is going down since raising funding in July? http://siteanalytics.compete.com/airbnb.com/

I assume their traffic is likely cyclical - students finishing semesters and taking off to remote places for the summer. I would expect it to come up a bit in December, again in March, then peak up again June through July.... then coast back down.