Vacation home rental company, HomeAway (AWAY),  is scheduled to report fourth quarter results after the bell. After remaining below the Wall Street consensus until earlier this morning, the Estimize EPS consensus for the company has lifted to $0.14, now in-line with the Street. Revenue expectations of $109.8M are well above the Street’s estimate of $108.8M and company issued guidance of $107.0M. Robust results from hotel chains such as Marriott (MAR), Starwood (HOT) and Wyndham (WYN) as well as travel sites such as Priceline (PCLN), have made the leisure segment one of the winners in the fourth quarter as consumers begin allocating discretionary income to travel once again. 

HomeAway’s biggest competition is of course the privately held, and more well-known, Airbnb. HomeAway’s founder and CEO, Brian Sharples, recently admitted they need to spend more on user experience and marketing this year in order the narrow the gap in awareness between the two competitors. As such, the company plans on increasing marketing costs by 50% in 2015, after spending $60M last year. We’ll be looking for details on those plans after the markets close.