The earnings call presented a mixed outlook. While Airbnb, Inc. showcased strong financial performance, free cash flow, and platform enhancements, they also face challenges such as slower growth expectations for Q1 2025 and regulatory hurdles in key urban markets.

Company Guidance

The guidance provided in the Airbnb earnings call for Q4 2024 highlighted several key metrics and strategic directions for the company. Airbnb reported Q4 revenue of $2.5 billion, marking a 12% year-over-year growth, with net income of $461 million and an adjusted EBITDA of $765 million, resulting in a full-year adjusted EBITDA of $4 billion and a margin of 36%. The company generated $458 million in Q4 free cash flow, contributing to a full-year total of $4.5 billion, with a free cash flow margin of 40%. Looking ahead, Airbnb expects Q1 2025 revenue between $2.23 billion and $2.27 billion, representing 4% to 6% year-over-year growth, or 7% to 9% excluding FX headwinds. For 2025, Airbnb plans to invest $200 million to $250 million in launching new businesses, with an anticipated full-year adjusted EBITDA margin of at least 34.5%. The company aims to continue expanding its global market presence and enhancing its core services, while also introducing new offerings to drive long-term growth.

Strong Financial Performance

Airbnb, Inc. reported a 12% year-over-year revenue growth to $2.5 billion for Q4 2024. Net income was $461 million, and adjusted EBITDA was $765 million. The full-year adjusted EBITDA totaled $4 billion, with a margin of 36%.

Record Free Cash Flow

Airbnb, Inc. generated $458 million of free cash flow in Q4 and $4.5 billion for the full year, representing a free cash flow margin of 40%.

Cohost Network Expansion

The cohost network has grown to almost 100,000 listings in just four months, leading to listings managed by cohosts earning twice as much as those without.

Technology and Platform Enhancements

Airbnb, Inc. rebuilt its platform with a new technology stack, leading to a smoother guest and host experience. This includes new listing management tools and a unified messaging platform.

Successful Stock Repurchase Program

Airbnb, Inc. repurchased $838 million of Class A common stock during Q4 and $3.4 billion for the full year, with $3.3 billion remaining on the repurchase authorization.

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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

Daily Earnings Calendar >

ABNB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 07, 2025	2025 (Q1)	0.24 / -	0.41	―	―	―
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)	―
May 09, 2023	2023 (Q1)	0.18 / 0.18	-0.03	700.00% (+0.21)	―
Feb 14, 2023	2022 (Q4)	0.26 / 0.48	0.08	500.00% (+0.40)	―

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

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ABNB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 13, 2025	$141.04	$161.42	+14.45%
Nov 07, 2024	$147.37	$134.61	-8.66%
Aug 06, 2024	$130.47	$113.01	-13.38%
May 08, 2024	$157.90	$147.05	-6.87%

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.

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