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)
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Fiverr

Shopify

This week was filled with more earnings reports headlined by some of our own companies, like Fiverr, travel companies such as Airbnb (non investment), while also seeing the divergence between Starbucks and Dutch Bros (big!).

Stock Market Earnings and Trends: Fiverr, Shopify, Airbnb

Etsy

Travel is booming, even as discretionary spending is constantly in flux. Airbnb is generating substantial growth from both short and long-term stays, and hosts are joining the platform in droves.

Got $1,000? 2 Explosive Growth Stocks to Buy Without Hesitation Right Now

Airbnb beat estimates on the top and bottom lines in its first-quarter earnings report. However, its Q2 outlook called for slower growth due in part to the shift of the Easter holiday to Q1.

It's Time to Buy the Dip in This Generational Growth Stock Opportunity

Airbnb's (ABNB) first-quarter 2024 results benefit from continuous improvement in Nights and Experiences Booked and growing GBV.

Airbnb (ABNB) Q1 Earnings & Revenues Beat, Increase Y/Y

Intuit

NVIDIA

Target

In the late 1970s, Louis Navellier – then a college student, now a senior analyst at InvestorPlace – accidentally beat the market. By running financial data through a Wells Fargo mainframe computer (an enormous privilege at the time!

5 Stocks to Buy Immediately, According to AI

Equinix

The S&P 500 Information Technology Sector Index lost ground intraday Thursday, edging 0.2% lower as of 11:15 a.m. ET. The broader S&P 500 was up 0.4%, while the tech-heavy Nasdaq gained 0.2%.

Tech Stocks on the Move Today: Airbnb, Equinix, and More

Despite first-quarter earnings and revenue beats, Airbnb Inc (NASDAQ:ABNB) stock is down 6% to trade at $148.51 after the company issued a  lackluster fiscal second-quarter outlook.

Weak Outlook Overshadows Airbnb's Quarterly Win

First-quarter earnings are arguably the most important reports for any stock to release, as they set the tone for the rest of the year and give investors insight into their current—and potential—holdings. After reporting its own set of first-quarter 2024 results, shares of Airbnb Inc. NASDAQ: ABNB fell by 8.5% on what could be the wrong conclusions coming from the market.

Airbnb Stock Plummets After Earnings, But is It a Buy?

Airbnb shares tumbled nearly 7% in afternoon trading on Thursday after weak forecasts for the second quarter stoked investor fears about slowing growth at the vacation rental firm and took the shine off a strong quarterly profit beat.

Airbnb slumps as gloomy forecast fans slowdown fears

Airbnb's profit more than doubled last quarter, but management's disappointing revenue forecast sparked a roughly 7% drop fort its stock in after-market trading Wednesday.

Airbnb shares slide on lower revenue forecast despite a doubling of net income

Shares in short-term accommodation marketplace Airbnb (ABNB) slid more than 8% in extended trading on Wednesday after the company issued a weaker-than-expected current-quarter outlook, overshadowing its first-quarter earnings and revenue that came in ahead of analysts' expectations.

Airbnb Stock Slides as Soft Outlook Overshadows Strong Q1 Results

Airbnb's first quarter results showed growth in listings and in nights booked. And per management commentary on the conference call, demand for international travel remains robust — enough so that the firm is looking ahead to a “record” summer season, tied to sporting events such as the Olympics.

Airbnb Looks for Acceleration in Summer Travel but Guidance Disappoints

ARM Holdings PLC

Trade Desk

Over the past week or so of trading, the major indices have been treading water.

Another Flat Day with Big Afternoon Earnings: ARM, ABNB & More

Airbnb, Inc. (NASDAQ:ABNB ) Q1 2024 Earnings Conference Call May 8, 2024 4:30 PM ET Company Participants Angela Yang - Director, Investor Relations Brian Chesky - Co-Founder & Chief Executive Officer Ellie Mertz - Chief Financial Officer Conference Call Participants Mark Mahaney - Evercore ISI Richard Clark - Bernstein Jed Kelly - Oppenheimer Ron Josey - Citi Eric Sheridan - Goldman Sachs Brian Nowak - Morgan Stanley James Lee - Mizuho Stephen Ju - UBS Kevin Kopelman - TD Cowen Nick Jones - Citizens JMP Naved Khan - B. Riley Securities Conor Cunningham - Melius Research Operator Good afternoon, and thank you for joining Airbnb's Earnings Conference Call for the First Quarter of 2024.

Airbnb, Inc. (ABNB) Q1 2024 Earnings Call Transcript

The headline numbers for Airbnb (ABNB) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Airbnb (ABNB) Q1 Earnings: A Look at Key Metrics

Airbnb, Inc. (ABNB) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.18 per share a year ago.

Airbnb, Inc. (ABNB) Surpasses Q1 Earnings and Revenue Estimates

Airbnb stock fell despite an earning beat, as the short-term rental company gave light sales guidance.

Airbnb Earnings Beat Views. Shares Slide On Lower-Than-Expected Sales Outlook

Airbnb Inc (NASDAQ: ABNB) is trading down in extended trading on Wednesday even though it came in ahead of Street estimates in its fiscal first quarter. Why is Airbnb stock down in after-hours?

Airbnb Q1 earnings: olympics expected to deliver a solid summer quarter

Online vacation-rental platform Airbnb Inc. on Wednesday forecast second-quarter sales that were a bit below Wall Street's expectations, largely due to Easter falling in March this year, but the company said big events abroad like the Summer Olympics in Paris and the Euro Cup would help sales over the summer.

Airbnb expects a stronger summer quarter, spurred by Olympics, but shares fall

Airbnb Inc (NASDAQ:ABNB, ETR:6Z1) shares dropped 7% afterhours as the alternative accommodation provider's second quarter guidance fell short of expectations, overshadowing a strong first quarter report. For Q2, Airbnb projected revenue in the range of $2.68 billion to $2.74 billion, below the $2.76 billion expected by Wall Street analysts.

Airbnb stock tumbles on weak revenue guidance as first quarter earnings top estimates

Airbnb reported first-quarter results on Wednesday that beat analysts' estimates.

Airbnb beats earnings expectations for first quarter but offers weaker-than-expected guidance

Vacation rental company Airbnb reported a higher quarterly profit on Wednesday, boosted by an increase in travel in international markets as North American bookings decelerated during the period.

Airbnb posts higher profits on global travel demand

SAN FRANCISCO , May 8, 2024 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) has posted a shareholder letter containing its first quarter 2024 financial results on its Investor Relations website at https://investors.airbnb.com . Airbnb will host an audio webcast to discuss its results at 1:30 p.m.

Airbnb Announces First Quarter 2024 Results

Airbnb Inc (NASDAQ:ABNB, ETR:6Z1) is expected to post strong year-over-year growth in its profits and revenue for the first quarter when it hands down its latest earnings report after the market closes on Wednesday, May 8. The alternative accommodation provider expects to report revenue growth between 12% and 14% year-over-year to $2.03 billion to $2.07 billion.

Airbnb earnings set to impress on continued strong demand for alternative accommodation

Disney

Occidental Petroleum

Palantir Technologies

Uber

Earnings season continues with results from BioNTech, Palantir, Ferrari, NRG Energy, Occidental, Walt Disney, and more.

News for Airbnb Stock (ABNB)