The earnings call revealed strong financial performance and successful strategic initiatives, particularly in global expansion and new service offerings. However, the company faces challenges in sustaining growth in North America and expects tougher comparisons in the upcoming quarters.

Company Guidance -

Q3 2025

During Airbnb's second-quarter earnings call for 2025, the company exceeded expectations across several key metrics, including a 13% year-over-year revenue increase to $3.1 billion and a 34% adjusted EBITDA margin. The company also reported a net income of $642 million, translating to an EPS of $1.03, which grew by 16% and 20%, respectively. Airbnb's strategic priorities were highlighted, with significant progress in enhancing core services, expanding globally, and launching new offerings such as Airbnb services and reimagined experiences. This launch, part of the 2025 summer release, generated substantial media coverage, with 13,000 press stories and 660 million social media impressions. The average guest rating for these new services and experiences was 4.93 stars out of 5, surpassing the 4.8 average rating for homes. The company also noted a growing interest from potential hosts, with over 60,000 applications submitted to host a service or experience. Looking ahead, Airbnb anticipates Q3 revenue to range between $4.02 billion and $4.1 billion, representing year-over-year growth of 8% to 10%, and expects adjusted EBITDA to exceed $2 billion. The company also announced a new share repurchase program, authorizing the purchase of up to an additional $6 billion of its Class A common stock.

Strong Q2 Performance

Airbnb exceeded expectations across key metrics, including bookings, revenue, and margin. Revenue for the quarter was $3.1 billion, up 13% year-over-year. Adjusted EBITDA reached $1 billion, a 34% margin up from 32.5% last year.

Record Net Income and EPS Growth

Net income was $642 million and EPS grew 16% to $1.03, with a 20% increase in earnings per share.

Expansion in Global Markets

Nights booked in expansion markets grew at twice the rate of core markets for 6 consecutive quarters. Notable growth in Japan with a 15% increase in first-time bookers.

Successful Launch of Airbnb Services and Experiences

Airbnb launched services and reimagined experiences, generating over 13,000 press stories and nearly 660 million social media impressions. The new offerings have an average guest rating of 4.93 out of 5 stars.

Strong Balance Sheet and Share Repurchase Program

Airbnb generated $1 billion of free cash flow in Q2 and announced a new authorization to purchase up to an additional $6 billion of Class A common stock.

Airbnb (ABNB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ABNB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	2.30 / -	2.13	―	―	―
Aug 06, 2025	2025 (Q2)	0.94 / 1.03	0.86	19.77% (+0.17)	―
May 01, 2025	2025 (Q1)	0.23 / 0.24	0.41	-41.46% (-0.17)	―
Feb 13, 2025	2024 (Q4)	0.58 / 0.73	-0.55	232.73% (+1.28)	―
Nov 07, 2024	2024 (Q3)	2.14 / 2.13	6.63	-67.87% (-4.50)	―
Aug 06, 2024	2024 (Q2)	0.91 / 0.86	0.98	-12.24% (-0.12)	―
May 08, 2024	2024 (Q1)	0.23 / 0.41	0.18	127.78% (+0.23)	―
Feb 13, 2024	2023 (Q4)	0.66 / -0.55	0.48	-214.58% (-1.03)	―
Nov 01, 2023	2023 (Q3)	2.12 / 6.63	1.79	270.39% (+4.84)	―
Aug 03, 2023	2023 (Q2)	0.80 / 0.98	0.56	75.00% (+0.42)	―

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
Aug 06, 2025	$130.50	$120.03	-8.02%
May 01, 2025	$124.01	$125.26	+1.01%
Feb 13, 2025	$141.04	$161.42	+14.45%
Nov 07, 2024	$147.37	$134.61	-8.66%

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.