Earnings summaries and quarterly performance for Airbnb.
Executive leadership at Airbnb.
Board of directors at Airbnb.
Research analysts who have asked questions during Airbnb earnings calls.
JK
Jed Kelly
Oppenheimer & Co. Inc.
8 questions for ABNB
Also covers: BKNG, CARG, DKNG +12 more
JP
Justin Post
Bank of America Corporation
8 questions for ABNB
Also covers: AMZN, BKNG, CART +10 more
Kevin Kopelman
TD Cowen
8 questions for ABNB
Also covers: BKNG, DESP, EXPE +3 more
Richard Clarke
Bernstein
8 questions for ABNB
Also covers: H, HLT, IHG +2 more
Lee Horowitz
Deutsche Bank
7 questions for ABNB
Also covers: BKNG, CART, CVNA +6 more
John Colantuoni
Jefferies
6 questions for ABNB
Also covers: ACVA, BKNG, CARG +10 more
Brian Nowak
Morgan Stanley
5 questions for ABNB
Also covers: AMZN, BKNG, CART +8 more
DA
Douglas Anmuth
JPMorgan Chase & Co.
5 questions for ABNB
Also covers: AMZN, BKNG, CART +17 more
Mark Mahaney
Evercore ISI
5 questions for ABNB
Also covers: AMZN, BKNG, CHWY +23 more
RJ
Ronald Josey
Citigroup Inc.
5 questions for ABNB
Also covers: ACVA, AMZN, BKNG +18 more
SJ
Stephen Ju
UBS
5 questions for ABNB
Also covers: ANGI, APP, BKNG +8 more
Colin Sebastian
Baird
4 questions for ABNB
Also covers: AMZN, CART, EA +10 more
Eric Sheridan
Goldman Sachs
4 questions for ABNB
Also covers: ACVA, AMZN, ANGI +47 more
Justin Patterson
KeyBanc Capital Markets
4 questions for ABNB
Also covers: ANGI, CART, CRTO +15 more
LW
Lloyd Walmsley
Mizuho
4 questions for ABNB
Also covers: BKNG, DASH, TRIP +1 more
Kenneth Gawrelski
Wells Fargo & Company
3 questions for ABNB
Also covers: BKNG, CART, DASH +12 more
TY
Trevor Young
Barclays
3 questions for ABNB
Also covers: ALV, BKNG, CHWY +14 more
DA
Doug Anmuth
J.P. Morgan
2 questions for ABNB
Also covers: AMZN, CART, LYFT +4 more
JL
James Lee
Mizuho Securities
2 questions for ABNB
Also covers: BABA, BIDU, CART +5 more
KG
Ken Gorer
Wells Fargo
2 questions for ABNB
Alex Brignall
Rothschild & Co Redburn
1 question for ABNB
Also covers: BKNG, CHH, H +3 more
CS
Charles Scholes
Not Disclosed
1 question for ABNB
Also covers: CERT, CHH, CUK +8 more
Conor Cunningham
Melius Research
1 question for ABNB
Also covers: AAL, ALGT, ALK +16 more
Deepak Mathivanan
Cantor Fitzgerald
1 question for ABNB
Also covers: CART, DASH, EBAY +9 more
KG
Ken Gawrelski
Wells Fargo
1 question for ABNB
Also covers: DASH, ETSY, EXPE +6 more
KG
Ken Gawronski
Wells Fargo
1 question for ABNB
Naved Khan
B. Riley Securities
1 question for ABNB
Also covers: ACVA, BKNG, CARG +14 more
SJ
Stephen Ju
UBS Group AG
1 question for ABNB
Also covers: IAC
TW
Thomas White
D.A. Davidson & Co.
1 question for ABNB
Also covers: BKNG, CARS, CRTO +5 more
Recent press releases and 8-K filings for ABNB.
Airbnb launches World Cup host incentive program
ABNB
Product Launch
- Airbnb offers $750 USD to new entire-home hosts in the 16 FIFA World Cup 2026 host cities for first bookings through July 31, 2026.
- Searches for stays in host cities are up 80% year-over-year, signaling strong demand during the tournament.
- Deloitte estimates local hosts could earn an average of $3,000 USD by renting their spaces over the World Cup period.
- A Focaldata survey finds 64% of residents would consider hosting; 49% say extra income is their main motivator; and 90% expect a positive financial impact.
4 days ago
Klarna reports Q4 2025 results with record $1 billion revenue
ABNB
Earnings
Revenue Acceleration/Inflection
- Revenue of $1.082 billion in Q4 2025, up 38% YoY (58% U.S.), marking Klarna’s first billion-dollar revenue quarter.
- GMV reached $38.7 billion in Q4 2025, up 32% YoY (43% U.S.), above guidance.
- Banking consumers doubled to 15.8 million, generating $107 in revenue per user versus $30 for average consumers.
- Provisions for credit losses declined to 0.65% of GMV from 0.72% in Q3 2025.
- Active consumers rose to 118 million (+28% YoY) and merchants to 966,000 (+42% YoY).
Feb 19, 2026, 12:30 PM
Airbnb posts 12% Q4 2025 revenue, 16% GBV
ABNB
Earnings
Guidance Update
- Q4 revenue rose ~12% to $2.78–2.80 billion and Gross Booking Value increased 16% to $20.4 billion, with nights and seats booked up roughly 10%, marking its strongest quarter of the year.
- GAAP EPS of $0.56 missed consensus by about 14.9% (Zacks consensus $0.66) and declined from $0.73 a year ago.
- Management guided Q1 2026 revenue midpoint at $2.61 billion (≈14.9% y/y growth), about 3% above analysts’ estimates, and forecasts low-double-digit GBV growth with a flat Adjusted EBITDA margin.
- Balance-sheet metrics include a current ratio of 1.39, debt-to-equity of 0.27, and insider selling totaling 1,054,689 shares over the past three months.
Feb 12, 2026, 10:51 PM
Airbnb announces Q4 2025 results
ABNB
Earnings
Guidance Update
Share Buyback
- Airbnb delivered Q4 revenue of $2.8 billion (+12% YoY), gross booking value of $20.4 billion (+16%), adjusted EBITDA of $786 million (28% margin), and net income of $341 million.
- Generated free cash flow of $529 million in Q4 (FY 2025: $4.6 billion, 38% margin), ending with $11 billion in corporate cash and $7 billion in guest funds; repurchased $1.1 billion of stock in Q4 and $3.8 billion in 2025, reducing share count by ~9%.
- Guided Q1 2026 revenue of $2.59–2.63 billion (14–16% YoY growth) and full-year revenue growth “accelerating to low double digits,” with stable adjusted EBITDA margins.
- Growth driven by the “Project Y” innovation model, pricing improvements including “Reserve Now, Pay Later,” event-driven supply additions (e.g., 2026 FIFA World Cup), international market deepening (notably Brazil), expansion into hotels and experiences, and AI-powered support resolving a third of issues automatically.
Feb 12, 2026, 10:00 PM
Airbnb reports Q4 2025 results
ABNB
Earnings
Guidance Update
Share Buyback
- In Q4 2025, revenue rose 12% Y/Y to $2.8 billion, while gross booking value increased 16% to $20.4 billion and nights and seats booked grew 10% Y/Y; adjusted EBITDA was $786 million (28% margin) and Q4 free cash flow was $529 million.
- For Q1 2026, Airbnb expects revenue of $2.59–2.63 billion (up 14–16% Y/Y) and low-teens GBV growth, and for FY 2026 guides low-double-digit revenue growth with stable adjusted EBITDA margins.
- Operational momentum is driven by Project Y innovations—pricing transparency (Reserve Now, Pay Later), event-driven supply expansion (e.g., 2026 FIFA World Cup), and AI deployments in support and search.
- Capital return remains a priority: ended Q4 2025 with $11 billion in cash, repurchased $1.1 billion of stock in the quarter ($3.8 billion in 2025), reducing fully diluted share count by ~9% since 2022.
Feb 12, 2026, 10:00 PM
Airbnb reports Q4 2025 results
ABNB
Earnings
Guidance Update
Share Buyback
- Q4 revenue grew 12% y/y to $2.8 B, GBV rose 16% y/y to $20.4 B, and nights and seats booked increased 10%—its strongest quarter in over two years.
- Q4 adjusted EBITDA was $786 M (28% margin), free cash flow $529 M; for 2025 FYE free cash flow totaled $4.6 B (38% margin). The company repurchased $1.1 B of stock in Q4 and $3.8 B in 2025.
- Q1 2026 guidance is $2.59–2.63 B revenue (+14–16% y/y) with flat Adjusted EBITDA margin; full-year 2026 expects low-double-digit revenue growth and stable margins.
- Product initiatives—including Project Y improvements, Reserve Now Pay Later, updated cancellation policies, and simplified fees—drove ~200 bps in nights growth and ~300 bps in GBV growth. AI support now resolves ~33% of issues, and Airbnb hired CTO Ahmad Al-Dahle to accelerate its AI strategy.
Feb 12, 2026, 10:00 PM
Airbnb reports Q4 2025 earnings
ABNB
Earnings
Guidance Update
Share Buyback
- Airbnb reported Q4 revenue of $2.8 B, up 12% Y/Y (11% ex-FX), with $341 M net income (12% margin), Adjusted EBITDA of $786 M (28% margin), and $521 M free cash flow (19% margin).
- Operationally, Q4 gross booking value reached $20.4 B (16% Y/Y, 13% ex-FX) with 121.9 M nights & seats booked (+10% Y/Y).
- Full-year 2025 delivered $12.2 B revenue (+10% Y/Y, 10% ex-FX), $2.5 B net income (21% margin), $4.3 B Adjusted EBITDA (35% margin), and $4.6 B free cash flow (38% margin).
- For 2026, Airbnb guides Q1 revenue of $2.59 B–$2.63 B (+14%–16% Y/Y), GBV growth in the low teens, and flat Adjusted EBITDA margin, with full-year revenue growth expected at least in the low double digits and stable margins.
Feb 12, 2026, 9:01 PM
Biptap sets stage for omnibanking in 2026
ABNB
Product Launch
- In 2025, Biptap expanded its global footprint to 40 omnibanks, establishing a connected financial ecosystem across regions and currencies.
- The company launched three new features—onramp service, multichain exchange, and an upcoming payment link—to streamline fiat and crypto transactions.
- Biptap plans to roll out full banking services, including ATMs, loans, and other core offerings, in the coming quarters to complete its omnibank vision.
- Since 2021, the platform has acquired 400K users and processes $120M+ in monthly transactions, underscoring rapid user adoption.
Dec 29, 2025, 12:09 PM
Airbnb CTO to depart in December 2025
ABNB
Management Change
- Aristotle Balogh will step down as CTO in December 2025 after a seven-year tenure and serve as an advisory non-executive through at least February 2026.
- Balogh, who joined from Google, has led key technological advancements at Airbnb.
- Airbnb demonstrates strong financial health with a trailing twelve-month revenue of $11.943 billion, 83.04% gross margin, 22.03% net margin, and 31.91% ROE.
- The company has a market capitalization of $69.7 billion and a geographically diversified revenue mix: 45% North America, 37% EMEA, and the remainder in Latin America and Asia-Pacific.
- Analysts maintain a Buy rating with a $141–$155 price target, despite 21 insider selling transactions over the past three months and an RSI of 25.34 suggesting the stock is oversold.
Nov 22, 2025, 2:12 AM
Airbnb reports Q3 2025 results
ABNB
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Revenue up 10% YoY to $4.1 billion in Q3 2025, driven by international markets where Latin America and Asia Pacific grew twice as fast as core markets.
- Net income rose 4% to $1.4 billion for a 34% net margin, alongside record adjusted EBITDA of $2.1 billion (50% margin).
- Gross Booking Value increased 14% to $22.9 billion, supported by the “Reserve Now, Pay Later” feature and expansion in Japan and India.
- Q4 revenue guidance of $2.66 billion–$2.72 billion exceeded analyst expectations, reflecting confidence in continued growth.
- A one-time $213 million tax allowance slightly impacted net income; CEO Chesky reiterated focus on AI integration and international expansion as multi-year priorities.
Nov 7, 2025, 12:02 PM
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