Airbnb, Inc.: Beat — Revenue $4.87B
Earnings BeatQ3 2026 · After-market
Did Airbnb, Inc. (ABNB) beat earnings?
Yes, Airbnb, Inc. (ABNB) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected revenue.
Total Revenue+2.51% surprise
$4.87BActual
Expected: $4.75B
vs. year ago +19.0%
Released Nov 05 · 4:11 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $4.87B | $4.09B | +19.0% |
| Net income | $1.89B | $1.37B | +37.6% |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | FY2026 Outlook | ||
|---|---|---|---|---|
| Guidance | Expected | Guidance | Expected | |
| Revenue | $3.22B-$3.28B (+16-18% YoY | $3.16BBeat +2.85% | high teens YoY | $14.18B |
| GBV | mid-teens YoY | — | — | — |
| Nights and Seats Booked | at least low double-digit YoY | — | — | — |
| Adjusted EBITDA | increase YoY | — | — | — |
| Adjusted EBITDA Margin | down slightly YoY | — | ~36% | — |
Q4 2026 Outlook
- Revenue
- Guidance$3.22B-$3.28B(+16-18% YoYExpected$3.16BBeat +2.85%
- GBV
- Guidancemid-teens YoYExpected—
- Nights and Seats Booked
- Guidanceat least low double-digit YoYExpected—
- Adjusted EBITDA
- Guidanceincrease YoYExpected—
- Adjusted EBITDA Margin
- Guidancedown slightly YoYExpected—
FY2026 Outlook
- Revenue
- Guidancehigh teens YoYExpected$14.18B
- GBV
- Guidance—Expected—
- Nights and Seats Booked
- Guidance—Expected—
- Adjusted EBITDA
- Guidance—Expected—
- Adjusted EBITDA Margin
- Guidance~36%Expected—
Business Highlights
- ➤Shipped more than 50 products and features in Q3, nearly 70% more year-over-year.
- ➤Expanded Connections and introduced the Travel Map with privacy controls.
- ➤Launched Neighborhood pages in Paris; plans expansion to 1,500 neighborhoods by year-end.
- ➤Introduced redesigned multi-listing calendar; nearly 1 in 4 eligible hosts opted in during early access.
- ➤Added thousands of boutique and independent hotels across more than 60 top destinations.
- ➤Announced new services including meal delivery, laundry, baby gear, ski gear, and boat rentals.
- ➤Launched exclusive American Express partnership, bringing more than one million listings to Amex Travel.
- ➤AI assistant became available in more than 50 languages and expanded toward U.S. voice support.
- ➤Introduced AI search, filters, listing descriptions, and home comparison tools for guests.
- ➤Added 3D floor plans, dynamic pricing, and earnings insights for hosts.
- ➤Plans to roll out its travel-planning AI agent in the first half of 2027.
- ➤Announced an additional $12 billion Class A common-stock repurchase authorization.
- ➤Every Airbnb stay now supports Airbnb.org; funding targets $500 million over five years.