Airbnb Beats First-Quarter Estimates and Sees Second-Quarter Revenue Above Forecasts

businesscompany-earnings 9 posts · 7 accounts

Airbnb reported first-quarter revenue of $2.68 billion, up 18% from a year earlier and above the $2.62 billion estimate. Adjusted EBITDA was $519 million and gross booking value was $29.2 billion, both ahead of expectations, while nights and stays booked reached 156.2 million.

The company said second-quarter revenue will be $3.54 billion to $3.60 billion, above the $3.46 billion estimate, and said it was seeing momentum across the business. Airbnb also said macroeconomic and geopolitical uncertainty led to slightly elevated cancellations in EMEA and Asia Pacific, primarily because of the conflict in the Middle East.

From the sources (9 posts)

@zerohedge

*AIRBNB SEES 2Q REV. $3.54B TO $3.60B, EST. $3.46B

@firstsquawk

Airbnb Q1 26 Earnings: - Revenue: $2.68B (est $2.62B) - Adj EBITDA: $519M (est $483.3M) - Adj EBITDA Margin: 19% (est 18.5%) - Gross Booking Value: $29.2B (est $27.82B) - Nights & Stays Booked: 156.2M (est 154.63M) - EPS: 26c vs 24c Y/Y -

@stockmktnewz

Airbnb $ABNB stock is down by 4% in after hours 🔴🔴🔴🔴

@alphasenseinc

$ABNB Earnings: - Revenue $2.7B - Gross Booking Volume: $29.2B - Net Income $160M - Adjusted EBITDA $519M - Free Cash Flow (“FCF”) $1.7B - Trailing Twelve Month (“TTM”) FCF $4.5B "We’re seeing momentum across the business. Nights booked o

@thetranscript_

Airbnb CEO: "Revenue grew 18% yearover-year to $2.7 billion, exceeding the high end of our guidance....We’re seeing momentum across the business."

@fiscal_ai

Airbnb Q1 Results Revenue +18% Adj. EPS +8% Free Cash Flow -5% Gross Bookings +19% Room Nights +9% Average Daily Rate +9% $ABNB -0.7% AH

@techmeme

Airbnb reports Q1 revenue up 18% YoY to $2.68B, vs. $2.62B est., Nights and Seats Booked up 9% to 156.2M, vs. 155.77M est., lifts 2026 revenue growth guidance (@samantha_subin / CNBC) (Visit Techmeme dot com for the link and full context!)

@stockmktnewz

156.2 Million total nights and experiences were booked through Airbnb $ABNB during Q1 2026 up from 121.1M in Q1 2023

@fiscal_ai

Airbnb's average daily rate just hit $187. That's an all time high, up 9% YoY. $ABNB

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