Airbnb, Inc. (ABNB)
NASDAQ:ABNB
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.26Last Year’s EPS
1.03Same Quarter Last Year
Moderate Buy
Based on 30 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated broad and measurable momentum across core metrics (revenue +18%, GBV +19%, adjusted EBITDA +24%, strong FCF) driven by product initiatives (Reserve Now, Pay Later), AI efficiency gains, event-driven supply boosts, and international expansion. Management raised full-year guidance and signaled continued reinvestment behind marketing, international growth and AI. Key near-term headwinds include conflict-driven cancellations (~100 bps impact on nights), an approximately $70 million one-time tax adjustment, higher cancellations and cash-timing effects from RNPL, and FX/ADR variability. On balance, positive operational progress and the guidance raise outweigh the identifiable challenges.Company Guidance
Revenue and GBV Beat Expectations
Revenue grew 18% year-over-year to $2.7 billion, exceeding the high end of guidance. Gross booking value (GBV) grew 19% year-over-year to $29 billion with consistent sequential acceleration over the last four quarters.
Nights, App Adoption and New Bookers
Nights and Seats Booked grew 9% year-over-year (estimated ~10% absent Middle East conflict). Nights booked on the app grew 22% year-over-year and now account for 63% of total nights (up from 58%). First-time bookers accelerated 10% — the highest rate since 2022 — with strong gains in Brazil, Japan and India.
Profitability and Cash Flow Strength
Adjusted EBITDA was $519 million, up 24% year-over-year, and net income was $160 million. Free cash flow was $1.7 billion in Q1 and $4.5 billion over the trailing 12 months, representing a 36% free cash flow margin.
Raised 2026 Guidance
Company raised full-year 2026 guidance to expect revenue growth accelerating to low- to mid-teens and adjusted EBITDA margin of at least 35%. Q2 revenue guidance is $3.54 billion to $3.60 billion (14%–16% YoY).
Reserve Now, Pay Later Driving Demand and Mix
Reserve Now, Pay Later (RNPL) expanded into more markets and accounted for roughly 20% of global GBV. RNPL contributed to longer lead times, a shift toward larger/higher-priced homes and, together with cancellation and fee changes, delivered ~3 percentage points of nights-booked growth and ~4 percentage points of GBV growth in Q1.
AI Adoption Improves Productivity and Support
Nearly 60% of engineering code is now authored by AI. AI customer support self-solves over 40% of issues (up from ~33% in Q4) and contributed to an estimated ~10% year-over-year decrease in cost per booking in Q1.
Events and Supply Momentum (Olympics & World Cup)
Winter Olympics (Italy) delivered ~200,000 guests, ~30% supply growth in host markets and GBV more than tripled; marketing generated ~1 billion impressions. World Cup outreach added over 100,000 first-time listings across 16 host cities, and prior event data shows >50% retention of event-driven listings months after the event.
Balance Sheet Actions and Financing
Airbnb repurchased $1.1 billion of common stock in Q1, obtained investment-grade ratings, and completed a $2.5 billion senior unsecured debt offering to refinance and diversify capital sources.
ABNB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ABNB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $140.46 | $141.49 | +0.73% |
Feb 12, 2026 | $115.96 | $121.35 | +4.65% |
Nov 06, 2025 | $120.53 | $120.88 | +0.29% |
Aug 06, 2025 | $130.50 | $120.03 | -8.02% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Airbnb, Inc. (ABNB) report earnings?
Airbnb, Inc. (ABNB) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Airbnb, Inc. (ABNB) earnings time?
Airbnb, Inc. (ABNB) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ABNB EPS forecast?
ABNB EPS forecast for the fiscal quarter 2026 (Q2) is 1.26.
