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

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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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Airbnb's lack of supply is leading to high ADRs and potential guests choosing other services. Its small moat, exceptional management team, and the long-term economics of its business model will lead to strong growth and improved margins. At ~$107 per share, I'd like to see the stock fall another 10-15% before getting excited about a position.

Airbnb: Not A Commodity, But Doesn't Have A Moat Either

Shopify

Not all growth-oriented businesses are created equal. Airbnb is raking in profits and cash, and its unique business model can help it thrive over the long term.

2 Unstoppable Growth Stocks You Can Buy and Hold for at Least the Next Decade

Tecnoglass

Vacation is back! And Airbnb is capitalizing in a big way.

2 Growth Stocks Down 17% to 51% That Are Impeccable Long-Term Buys

Airbnb continues to have strong bookings. A potential recession will likely hurt its revenue.

Airbnb: Buy, Sell, or Hold?

MercadoLibre

Warren Buffett is a well-known value investor, but he'd rather buy a wonderful stock at a fair valuation than a fair stock at a wonderful valuation. Airbnb is a more efficient business that many traditional hospitality companies, and it offers guests far more flexibility in choosing rental properties.

Investing Advice from Warren Buffett, and 2 Wonderful Growth Stocks to Buy Now

A recent short report looks at Airbnb's increasing competition from the very hosts its platform is built on. In reality, most of Airbnb's listings are from small operations that need the platform to find travelers.

Are Short-Term Rental Hosts Really Preparing to Cut Airbnb Out of the Picture?

DexCom

Concerns about the economy linger among investors, but some companies could show resilience. DexCom is serving a constant and growing need with its continuous glucose monitoring devices.

The Best Stocks to Invest $500 in Right Now

Booking Hlds

Airbnb gets all the attention, but Booking Holdings is a giant in online travel booking for good reason. Booking Holdings actually looks like it has a chance to grow at the same pace -- or even faster -- than Airbnb this year.

Travel Is Booming -- Is Airbnb or Booking Holdings Stock the Better Buy Now?

The company is well positioned for growth in international markets over the next decade and beyond. It wants to keep room prices on the platform affordable by ensuring enough rental space supply to satisfy consumer demand.

Why Airbnb Is the Best Investment You Can Make Today

Airbnb's shares recently dropped as a result of an uncertain near-term outlook for the company. Even so, the company should be able to handle whatever curveball the economy throws next.

1 Growth Stock to Buy After a Post-Earnings Dip

Datadog

Alphabet

Form 13Fs provide a quarterly snapshot of what Wall Street's smartest money managers have been buying and selling. Two industry-leading companies with sustainable growth runways were popular buys among billionaire fund managers during the first quarter.

2 Magnificent Growth Stocks Billionaires Can't Stop Buying and 1 They're Avoiding

AutoZone

Moderna

Constellation Brands

TransDigm

Walmart

Insider  buying, or the legal, reported purchase of shares in a company by its C-suite/board members/large shareholders, is considered a bullish signal. However, does that mean it is best to sell/avoid stocks insiders are selling?

7 Stocks That Even Company Insiders are Selling

Airbnb is reintroducing several anti-party measures ahead of Memorial Day and July 4. It's placing limits on one and two-night bookings and renters need to confirm they know parties can get them banned.

Airbnb is asking neighbors to snitch on the platform's renters if they're having a party

Airbnb had a good performance in Q1, but the company is expecting a slowdown in Q2. Its bottom line also wasn't that impressive last quarter as it incurred an operating loss.

Why Airbnb Investors Should Brace for Worse Financial Results This Year

Is management about to start throwing money away?

Airbnb's Warning Sign: Is Management About to Make a Big Mistake?

Q1 was another strong period for Airbnb. Forward guidance caused many investors to sell the stock.

Should You Buy the Dip On Airbnb's Stock?

Pubmatic

Visa

Wall Street struggled mightily in 2022, with the Nasdaq Composite ending the year down 33%. The losses associated with every previous stock market correction and bear market in the major U.S. indexes have eventually been erased by a bull market.

Nasdaq Bear Market: 4 Glorious Growth Stocks You'll Regret Not Buying on the Dip

A. O. Smith

At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in the U.S.

Checking on Airbnb, Alphabet, A. O. Smith, and Other Stocks Not Starting With an "A"

Airbnb Rooms is a big opportunity to widen the customer base with younger travelers and drive long-term demand. International travel is another massive opportunity that is not fully appreciated right now.

Airbnb Stock: 2 Reasons to Buy the Dip

Airbnb stock fell 17% after the release of Q1 results on May 9, owing to a weaker-than-expected guidance. A closer look suggests that the guidance isn't all that bad despite certain challenges.

1 Magnificent Stock You Should Buy On the Dip Right Away

Barrick Gold

Target

Coinbase

Ford Motor Company

Ralph Lauren

There are still bargains to be found in the stock market. While the major indices are up on the year, the current rally has been uneven and largely driven by technology stocks.

7 High-Quality S&P 500 Stocks to Buy on the Dip

Management issued a conservative second-quarter forecast. Cash flow and profit trends are strong.

Is Airbnb a Buy?

CRISPR Therapeutics

Airbnb's unique business model will continue to set it apart in the travel and tourism industry. CRISPR Therapeutics' near-term outlook is quite favorable.

2 Stocks You'll Be Glad You Bought at These Prices

Airbnb stock sold off after earnings. Is this an opportunity to buy now, or is ABNB stock headed lower?

Best Stocks to Buy Now: Is Airbnb Stock a Buy?

PayPal

Sonos

Every once in a while, I like to consider stocks to buy on the dip. These are companies whose shares have fallen by 10% or more in the past week.

News for Airbnb Stock (ABNB)