ABNB · Nasdaq · SIC 7340: Services-To Dwellings & Other Buildings · Market Cap: $76.0B · 8,200 employees
47
SEC Filings
$132.1
Close 2026-05-27
1
Transcripts
8,200
Employees
Business Summary
Airbnb, Inc. operates an online platform connecting hosts and guests for short-term accommodations and travel experiences. The platform enables hosts to list properties and guests to book stays globally. Airbnb generates revenue through service fees charged to both hosts and guests. The company also invests in brand marketing, trust and safety initiatives, and technology to support its marketplace.
Analyst, TD Cowen Kenneth James Gawrelski Analyst, Wells Fargo &
? – present
Lee Horowitz
Analyst, Deutsche Bank Research Brian Nowak Analyst, Morgan Stanley &
? – present
Lloyd Walmsle y
Analyst, Mizuho Securities USA LLC
? – present
Mark Mahaney
Analyst, Evercore ISI Jed Kelly Analyst, Oppenheimer & Co.
? – present
Richard J. Clarke
Analyst, AB Bernstein John Colantuoni Analyst, Jefferies LLC
? – present
Stephen Ju
Analyst, UBS Securities LLC
? – present
Andrew T. Slabin
Vice President - Investor Relations, Airbnb
? – present
Ellie Mertz
Chief Financial Officer, Airbnb
? – present
Key Facts from Earnings Calls
Type
Subject
Detail
Quarter
topic_mention
ABNB
discussed Artificial Intelligence
topic_mention
ABNB
discussed Cybersecurity
topic_mention
ABNB
discussed Blockchain & Crypto
topic_mention
ABNB
discussed Capital Expenditure
topic_mention
ABNB
discussed Supply Chain
topic_mention
ABNB
discussed Sovereign & Government
topic_mention
ABNB
discussed Automotive
topic_mention
ABNB
discussed Platform & Ecosystem
metric
ABNB total revenue
reported $2.59 billion
metric
ABNB gross margin
reported $38 percent
guidance
ABNB
guided expect to generate revenue of $2.59 billion
guidance
ABNB
guided guidance, to keep margins flat, you have to figure out a way to spend some $800 million
outlook
ABNB
stated we believe Project Y will deliver hundreds of millions more this year
outlook
ABNB
stated we believe that pricing initiatives will d rive as much revenue this year as Y and will remain a strong tailwind for years to come
outlook
ABNB
stated we believe we're building something that's impossible to replicate
outlook
ABNB
stated We expect revenue growth to accelerate to at least low - double digits in 2026
outlook
ABNB
stated We expect adjusted EBITDA margin to be stable year - over - year
outlook
ABNB
stated we expected a tough comp, given the particularly strong Q4 in 2024
outlook
ABNB
stated we believe will help our hosts price more competitively
outlook
ABNB
stated we expect the One Big Beautiful Bill Act to materially reduce our effective tax rate to the mid to high - teens, primarily due to how foreign earnings are t