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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Airbnb is becoming the go-to destination for travelers worldwide.

This Former Top Growth Stock to Buy Is Still Undervalued

Coinbase

Super Micro Computer

The trade in technology stocks is getting more difficult. The mega-cap tech names known collectively as the “Magnificent Seven” lost a combined $1 trillion of value amid the global market rout that occurred on August 5.

3 Tech Stocks to Dump After Disappointing Q2 Earnings

Kohl's

Starbucks

After enduring a long period of high inflation and elevated interest rates, many U.S. consumers are feeling some pain, multiple data points strongly suggest. According to Axios, credit card delinquency rates rose 1.8 percentage points versus this time last year to 7.2%, and 8% of auto loans were delinquent at the end of Q2, representing a year-over-year increase of 0.7 percentage points.

3 Stocks to Sell Amid Slowing Consumer Spending

Airbnb investors who ignored overvaluation risks were hammered. Airbnb's growth story is showing cracks, but there are no real reasons to sell in a panic. Airbnb's growth inflection could take longer than expected. However, it's also not standing still. I will explain why.

Airbnb: Why It's Still Worth Catching The Falling Knife Now (Upgrade)

Airbnb Inc ABNB is facing a rough patch as it nears a Death Cross, a bearish technical signal that has traders concerned. Following a disappointing earnings report, Airbnb's stock has been on a downward spiral, raising questions about its immediate future.

Airbnb's Stock Nears Death Cross: Is The Vacation Over For Investors?

Walt Disney and Airbnb reports suggest consumer are pulling back on big-ticket items but there are still companies winning on value.

Taco Bell and Airbnb Reveal This About Consumer Spending. Watch These Stocks.

Is the Airbnb thesis broken or is the market overreacting?

Airbnb Stock Crashes on Weak Guidance

Analysts at Wedbush continue to see long-term growth potential for Airbnb Inc (NASDAQ:ABNB, ETR:6Z1) amid the emergence of negative travel data points and as the alternative accommodation provider issued a cautious outlook for the third quarter. Shares of Airbnb tumbled almost 15% at $111 on Wednesday as its Q3 revenue guidance missed Street estimates and warned it was seeing some signs of slowing demand in the US.

Airbnb long-term catalysts remain strong amid international expansion and monetization efforts: analysts

Airbnb Inc. was among the S&P 500's worst performers on Wednesday and was on track for its biggest percentage drop on record after the vacation-rental platform a day earlier said it saw “some signs of slowing demand from U.S. guests” and “shorter booking lead times.”

Airbnb's stock is on pace for its biggest percentage drop ever. Here's how some analysts think the company can rebound.

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

Airbnb (ABNB) Q2 Earnings Miss Estimates, Revenues Up Y/Y

Airbnb Inc ABNB shares tanked in early trading on Wednesday, after the company reported downbeat second-quarter earnings.

Airbnb Invests 'For Growth While Consumer Slows'; 6 Analysts Cut Forecasts After Q2 Results

Airbnb (NASDAQ: ABNB ) stock fell hard after second-quarter results were deemed disappointing. The company also warned of a slowdown in demand.

ABNB Stock Down 14% After Airbnb Q2 Results Disappoint

Airbnb (ABNB) shares sank Wednesday, a day after the vacation rental firm missed second-quarter profit forecasts and warned about slowing demand in the U.S.

Airbnb Stock Sinks on Warning About Slowing US Demand

Airbnb Inc   (NASDAQ:ABNB) stock is down 14.4% to trade at $111.64 at last check, brushing off better-than-expected revenue for the second quarter after the company's profits fell 15%, missing estimates despite rising bookings amid higher income taxes.

Airbnb Stock Eyes Worst Day Ever After 15% Profit Slump

The stock market has been on a whipsaw in the past few trading days. As the so-called “Carry Trade” is now unwound in Japan after that country's central bank hiked interest rates, the bottom for the S&P 500 is now further away than most had initially thought.

Airbnb Stock: Key Drivers Indicate Bright Future Despite Sell-Off

CryoPort

Lyft

TripAdvisor

U.S. stock futures were higher this morning, with the Dow futures gaining around 300 points on Wednesday.

Airbnb Reports Weak Earnings, Joins Cryoport, Tripadvisor, Lyft And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session

Investors should be looking to buy wonderful businesses at good prices.

Why Are Shares of Airbnb Plummeting After Earnings?

Airbnb reports solid Q2 results, but the stock is down due to slowing growth, declining margins and the rising possibility of an economic contraction. Airbnb is becoming more serious about strengthening its business, by expanding its offerings for travelers and introducing new tools and services for hosts. While this is supportive of long-term growth and margins, investments are likely to undermine profitability in the near term.

Airbnb: Macro Headwinds Beginning To Bite

Airbnb could buy back over 10% of its stock immediately.

Airbnb's $10 Billion Opportunity

Airbnb has seen shorter booking lead times in recent weeks, with customers around the world booking their accommodations closer to their expected time of arrival. A growing share of customers are booking just days or a couple of weeks in advance, Airbnb executives said Tuesday (Aug. 6) during the company's quarterly earnings call.

Airbnb: Travelers Delay Booking Accommodations Amid Macro Uncertainty

Airbnb, Inc. (NASDAQ:ABNB ) Q2 2024 Earnings Conference Call August 6, 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 Ron Josey - Citi Doug Anmuth - JPMorgan Richard Clark - Bernstein Eric Sheridan - Goldman Sachs Brian Nowak - Morgan Stanley Justin Post - Bank of America James Lee - Mizuho Justin Patterson - KeyBanc Kevin Kopelman - TD Cowen Nick Jones - Citizens JMP Jed Kelly - Oppenheimer Naved Khan - B. Riley Securities Stephen Ju - UBS Mark Mahaney - Evercore ISI Lee Horowitz - Deutsche Bank Operator Ladies and gentlemen, good afternoon, and thank you for joining Airbnb's Earnings Conference Call for the Second Quarter of 2024.

Airbnb, Inc. (ABNB) Q2 2024 Earnings Call Transcript

Airbnb expects a slowdown in growth next quarter and weakening US demand. Shorter booking lead times and regulations in California impacted bookings, Airbnb's CFO said.

Airbnb just dropped more bad news about the US consumer

Domestic travel in the US has been pressured since the start of the year as more Americans have grown cautious about travel spending.

Airbnb shares tumble after warning of slowdown amid troubling trend by travelers

Although the revenue and EPS for Airbnb (ABNB) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Airbnb (ABNB) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Airbnb CEO Brian Chesky suggested on Tuesday's Q2 earnings call with investors that the company will soon expand into new products and services, including co-hosting, a relaunch of Airbnb's “experiences,” guest services, and more.

News for Airbnb Stock (ABNB)