Airbnb, Inc. (ABNB) Earnings Call Transcripts
Airbnb, Inc.'s Latest Earnings Call - Q2 FY2026
In the second quarter of 2026, Airbnb, Inc. (ABNB:US) reported strong financial results, with revenue of $3.6 billion, reflecting a 17% year-over-year increase, and net income of $816 million. The company exceeded its guidance across all key metrics, driven by a 16% growth in gross booking value to $27.2 billion. Management raised its full-year revenue guidance to at least mid-teens growth, up from low to mid-teens, citing robust momentum in both core and emerging markets, and the transformative impact of AI on operations and product development.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $3.6B (beat) |
| Gross Booking Value | $27.2B (beat) |
| Net Income | $816M (beat) |
| Adjusted EBITDA | $1.3B (beat) |
| Free Cash Flow | $1.3B (beat) |
| Nights and Seats Booked Growth | 10% YoY (positive) |
Guidance from management
For Q3, Airbnb expects revenue between $4.69 billion and $4.77 billion, representing 15% to 17% year-over-year growth. Full-year revenue guidance is raised to at least mid-teens growth, up from low to mid-teens.
What analysts pressed on
Analysts expressed concerns about the sustainability of growth rates and the potential impact of geopolitical events on bookings. There were also questions regarding the competitive landscape as Airbnb expands its hotel offerings and the long-term implications of AI on operational costs.
Main topics on the call
- Revenue Growth Acceleration — Airbnb's revenue grew 17% year-over-year to $3.6 billion, exceeding expectations. Management noted, "We delivered some of the strongest results in years... we exceed our outlook across every key metric."
- AI-Driven Product Innovations — The company emphasized its transition to an AI-native model, which has accelerated product development and improved customer experience. Brian Chesky stated, "AI is the best thing to ever happen to Airbnb," highlighting ...
- Expansion of Hotel Offerings — Airbnb's hotel initiative is performing better than expected, with hotels growing approximately 3x faster than homes. Chesky mentioned, "We now believe that we have the best hotel booking product online," indicating stro...
- Guidance Increase — Management raised its revenue guidance for the full year to at least mid-teens growth, citing strong momentum. Ellie Mertz stated, "We are raising our full year guidance for both top line growth and profitability," refle...
Read the full Airbnb, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Airbnb, Inc.
Airbnb, Inc. (ABNB) is a publicly listed company in the Hotels, Restaurants and Leisure industry, within the Consumer Discretionary sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 32 calls on record spanning February 25, 2021 to August 6, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 32 Airbnb, Inc. earnings call transcripts on record, spanning February 25, 2021 to August 6, 2026. Based on this history, Airbnb, Inc. reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ABNB
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Hotels, Restaurants and Leisure
- Calls on record
- 32
- First call
- February 25, 2021
- Most recent
- August 6, 2026
- Reporting cadence
- quarterly