Nights and Experiences Booked

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operations and support

Product development

Sales and marketing

General and administrative

Restructuring charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Airbnb

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Airbnb reports record revenue and profitability, eyes Asia for growth

Airbnb's strong financial performance in Q4 2022, record revenue, and first profitable full year on a GAAP basis demonstrate its resilience and market position.
The company's focus on guest experience, supply-demand balance, and strategic priorities for 2023 highlight its commitment to sustainable growth and innovation.
Challenges such as anticipated ADR declines and slower recovery in certain regions are being addressed through strategic initiatives and operational efficiencies.
Opportunities in expanding into new markets, enhancing shareholder value, and introducing new products position Airbnb for continued success and growth.

Airbnb reports robust Q1 performance and unveils strategic growth plans

Airbnb's Q1 2023 performance reflects strong financial results, operational excellence, and strategic focus on growth and innovation.
While facing challenges like high ADR rates and marketing costs, the company is well-positioned to capitalize on international expansion and new product launches.
With a clear emphasis on customer experience, affordability, and unique offerings, Airbnb is poised to navigate market dynamics and drive future growth.

Airbnb reports robust Q2 earnings, eyes global expansion and AI-driven experiences

Airbnb's Q2 2023 earnings reflect strong financial performance, operational efficiency, and strategic resilience amidst evolving market dynamics.
The company's focus on innovation, guest experience enhancement, and global expansion positions it well for long-term growth and market leadership.
Challenges in regional ADR dynamics and balancing stakeholder interests underscore the need for strategic agility and customer-centric approaches in Airbnb's future initiatives.

Airbnb reports robust Q3 earnings, eyes global expansion opportunities

Airbnb's Q3 2023 showcased strong financial performance, strategic growth priorities, and a focus on enhancing customer experience.
The company's unique offerings, positive business highlights, and revenue guidance for Q4 indicate continued momentum.
While facing regulatory challenges, Airbnb remains optimistic, focusing on opportunities for expansion, supply growth, and improved services.
Balancing challenges with strengths and seizing opportunities positions Airbnb well for future growth and innovation in the travel industry.

Airbnb reports robust earnings, eyes Asia growth and revenue diversification

Airbnb's strong financial performance in Q4 2023 and Q1 2024, coupled with strategic priorities like expanding supply and targeting underpenetrated markets, position the company for continued growth.
Despite short-term challenges in comps and marketing costs, Airbnb's focus on differentiated supply, global expansion, and revenue diversification present avenues for sustained success and market leadership.
With a solid foundation in place, Airbnb looks forward to a new chapter in 2024, capitalizing on growth opportunities in Asia, revenue diversification, and strategic partnerships to drive future success.

Airbnb reports record Q1 performance, eyes international expansion

Airbnb's Q1 2024 showcased strong financial performance and strategic advancements
Challenges include global volatility and quality control impacting listings
Opportunities lie in international expansion, user experience enhancements, and supply growth
Overall, Airbnb remains focused on stability, growth, and enhancing offerings

Airbnb reports robust Q2 performance, eyes international expansion and AI

Airbnb's Q2 performance reflects strong financial results, strategic priorities, and a focus on quality and user experience.
The company's strengths lie in its diverse business model, trustworthiness, and investments in growth initiatives and new offerings.
While facing challenges such as softer demand in certain regions, Airbnb has opportunities in international expansion, event-driven revenue growth, and AI applications.

Airbnb reports strong Q3 earnings and unveils expansion plans

Airbnb's Q3 earnings reflect robust financial performance, with revenue growth, adjusted EBITDA of $2 billion, and a strong free cash flow margin of 38%. The company's strategic initiatives, focus on supply quality, and plans for expansion indicate a promising outlook for future growth and innovation.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Airbnb is going public. Read about how the founders went from idea to IPO in the Public app.

Brian Chesky and Joe Gebbia come up with the initial concept for AirBed & Breakfast during the Industrial Design Conference. With attendees unable to book hotel rooms, the duo dreamed up a website for booking short-term living quarters paired with free breakfast and business networking opportunities.

Chesky and Gebbia find a third co-founder in architect Nathan Blecharcyzk.

First iteration of the site launches – and it's a mouthful: airbedandbreakfast.com.

The trio finds themselves owing $20K but still pre-revenue, and so they come up with a creative solution ahead of the 2008 Presidential Election: selling novelty cereal boxes in the form of Obama O's and Cap'n McCains. They raise $30K in a matter of days.

The stunt helps them gain attention from new investors. Airbnb is accepted into Y Combinator's 2009 batch, with one investor saying that while he didn't believe in the core business, he did see something in the founders' creative problem-solving.

Website name shortened to Airbnb, and the list of available inventory expands from aero-beds to a range of lodging options spanning from apartments to castles and everything in between.

Airbnb raises $112 million, led by Andreessen Horowitz.

Already in London, Airbnb builds on its global footprint with offices in Paris, Milan, Copenhagen, and São Paulo, Brazil.

Airbnb reaches 10 millionth booking milestone.

Airbnb refreshes its logo with mixed reviews.

A new $475 million investment round values Airbnb at $10 billion.

New legislation is passed in San Francisco that makes short-term rentals legal. It's quickly known as the "Airbnb Law."

Airbnb raises another $1.5 billion, with total funding now north of $2 billion and a valuation of about $25 billion.

Airbnb launches "Experiences," which allows people to book local activities and tours.

In response to an Executive Order temporarily banning refugees from the U.S., Chesky offers Airbnb housing to refugees and others impacted.

Company announces Airbnb Plus and Beyond by Airbnb to expand its high-quality and luxury vacation rentals.

Airbnb acquires Danish startup Gaest, which provides a platform for booking venues for meetings and other large-scale events.

Airbnb buys HotelTonight for more than $400 million. HotelTonight is a service for booking last-minute hotel rooms at a discounted rate.

Airbnb files S1 and prepares for its debut in the public markets.

Airbnb (news.airbnb.com)
Entrepreneur
Forbes
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Consumers are unleashing pent-up demand for travel, helping Airbnb's top and bottom lines.

Is Airbnb Stock a Buy After Q3 Earnings?

New York City is pressing ahead with a long-anticipated crackdown on Airbnb hosts, with officials on Friday proposing a strict new registration system for hosts that will take effect in January.

New York City proposes strict Airbnb registration rules to take effect in January

NYC proposes strict Airbnb registration rules to take effect in January

Airbnb has become a cash flow machine with a broad moat and is still just getting started. I consider the stock to be undervalued at the moment.

Airbnb: Long-Term Tailwinds And Best Buying Opportunity Since The IPO

Hilton Worldwide Holdings

ALPS Global Travel Beneficiaries ETF

Marriott

Over the past couple of years, leisure travel has driven both airline and hotel demand, while business travel remained suppressed. Both Marriott and Hilton have reported a significant recovery in business travel, which includes both group travel and business transient travel.

Travel Gets Back To Business

Growth stocks have had a bad year in 2022, but that's created an opportunity to buy this excellent stock at a bargain price.

My Best Growth Stock to Buy Now in November

Forget the stock price movements: Airbnb's earnings were spectacular.

Airbnb Earnings Upset: Is Now the Time to Buy?

Airbnb and other short-term home rental companies will have to provide data on numbers using their services and how many nights they stay to national authorities under draft European Commission rules, people familiar with the matter said.

EXCLUSIVE Airbnb to provide guest data under draft EU plan - sources

Airbnb has also started its share repurchase program, buying back about $1 billion in stock so far this year.

Is Airbnb's Slowing Growth A Concern?

Airbnb's (ABNB) third-quarter results reflect a steady improvement in Nights and Experiences Booked. Also, growth in Average Daily Rates and Gross Booking Value remains a tailwind.

Airbnb (ABNB) Q3 Earnings Beat Mark, Revenues Increase Y/Y

The vacation rental platform's revenue guidance has the market wondering if the travel recovery is slowing.

Why Airbnb Stock Was Falling Today

Shares of Airbnb fell Wednesday, a day after the company released third-quarter earnings that beat Wall Street's estimates but fell short on Q4 guidance.

Shares of Airbnb tumble 9% on low fourth-quarter guidance

In a classic case of good but not good enough, Airbnb (NASDAQ: ABNB ) successfully overcame the first hurdle, beating out Wall Street's expectations for the third quarter. Unfortunately, management disclosed disappointing guidance for Q4, sending investors rushing for the exits.

Airbnb (ABNB) Stock Sinks 10% on Weak Q4 Outlook

ZoomInfo Technologies

Investors are waiting with bated breath to see what the Federal Reserve will do Wednesday.

Airbnb Falls, but This Nasdaq Stock's Getting Hit Even Harder

Another record profitable quarter for the company, but can it last?

Why Is Airbnb Stock Down After Great Earnings?

Airbnb's stock fell on its latest earnings report.

Wall Street Is Giving Up on Airbnb. Is the Growth Story Over?

Analysts mostly kept their ratings on Airbnb the same as the company forecasted that the strength of the dollar could impact bookings and its business in the current quarter.

Airbnb analysts largely maintain their price targets even after soft guidance

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Don't overlook these discounted stocks in the current market environment.

2 No-Brainer Stocks to Buy Right Now on Sale

Airbnb (NASDAQ:ABNB) has said its fourth-quarter revenue could fall short of market expectations as a strong dollar starts to impact its business and bookings slow. San Francisco-based Airbnb guided to fourth-quarter revenue of between $1.80 billion and $1.88 billion, versus analysts' expectations of $1.85 billion, according to Refinitiv.

Airbnb expects fourth-quarter bookings to slow

Airbnb, Inc. (NASDAQ:ABNB ) Q3 2022 Earnings Conference Call November 1, 2022 4:30 PM ET Company Participants Ellie Mertz - Vice President, Finance Brian Chesky - Co-Founder and Chief Executive Officer Dave Stephenson - Chief Financial Officer Conference Call Participants Lloyd Walmsley - UBS Naved Khan - Truist Securities Nick Jones - JMP Securities Brian Fitzgerald - Wells Fargo Brian Nowak - Morgan Stanley Doug Anmuth - JPMorgan Justin Post - Bank of America Mario Lu - Barclays Bernie McTernan - Needham & Company James Lee - Mizuho Richard Clarke - Bernstein Mark Mahaney - Evercore ISI Stephen Ju - Credit Suisse Eric Sheridan - Goldman Sachs Ron Josey - Citi Deepak Mathivanan - Wolfe Research Lee Horowitz - Deutsche Bank Brad Erickson - RBC Capital Markets Operator Good afternoon and thank you for joining Airbnb's Earnings Conference Call for the Third Quarter of 2022. As a reminder, this conference call is being recorded and will be available for replay from the Investor Relations section of Airbnb's website following this call.

Airbnb, Inc. (ABNB) Q3 2022 Earnings Call Transcript

Airbnb, Inc. (ABNB) delivered earnings and revenue surprises of 25.17% and 1.03%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

Airbnb, Inc. (ABNB) Q3 Earnings and Revenues Beat Estimates

Airbnb posted record revenue, but profits fell short of Wall Street's expectations. Stock fell as worries continue to mount over inflation's effect on travel.

Airbnb posts $1.2 billion profit in 3Q as revenue jumps 29%

SAN FRANCISCO , Nov. 1, 2022 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) announced today that Co-Founder and Chief Strategy Office, Nathan Blecharczyk, will speak at the Web Summit Technology Conference held in Lisbon on Thursday, November 3, beginning at 16:40pm CET. A live webcast of the session will be available to the public at https://youtu.be/vGsj1fwkZnI.

Airbnb to Participate at Web Summit

Investors were hoping the short-term real estate rental company would provide a more bullish outlook on the year's final quarter.

Airbnb Stock Drops. While Earnings Beat Expectations, Guidance Was an Issue.

The home-sharing company logged longer stays in the third quarter despite inflation challenges.

News for Airbnb Stock (ABNB)