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Airbnb sees Q3 revenue $4.02B-$4.10B, consensus $4.05B

Sees Q3 year-over-year growth of Nights and Seats Booked to be “relatively stable compared to Q2 2025.” In Q3, expects adjusted EBITDA to increase over $2B, but anticipates adjusted EBITDA margin during Q3 will be lower than in the prior year quarter due to investments and policy initiatives. Guidance from investor letter.

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