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

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Earnings data Q1 2022

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Earnings data Q1 2023

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Earnings data Q1 2024

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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

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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)
Entrepreneur
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Carnival

Norwegian Cruise Line

Royal Caribbean Cruises

Booking Hlds

AI hype has engulfed markets this year, but two of the S&P 500's top performers may surprise you.  Cruise ship stocks have been riding high, defying pessimistic market consensus on the industry.

Betting against cruise ship and hotel stocks backfired and cost hedge funds more than $6 billion, report says

Airbnb reported a double beat, but that wasn't enough to push the stock higher. Is Airbnb stock a buy now?

Best Stocks to Buy Now: Is Airbnb Stock a Buy After Strong Earnings?

The headline numbers for Airbnb, Inc. (ABNB) give insight into how the company performed in the quarter ended June 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Airbnb, Inc. (ABNB) Reports Q2 Earnings: What Key Metrics Have to Say

Airbnb, Inc. (NASDAQ:ABNB ) Q2 2023 Earnings Conference Call August 4, 2023 4:30 PM ET Company Participants Ellie Mertz - VP, Finance & IR Brian Chesky - Co-Founder & CEO David Stephenson - CFO Conference Call Participants Mario Lu - Barclays Jed Kelly - Oppenheimer Douglas Anmuth - JP Morgan Stephen Ju - Crédit Suisse Bernard McTernan - Needham & Company Brian Nowak - Morgan Stanley James Lee - Mizuho Tom Champion - Piper Sandler Mark Mahaney - Evercore ISI Operator Good afternoon, and thank you for joining Airbnb's earnings conference call for the Second Quarter of 2023. As a reminder, this conference call is being recorded and will be available for replay from the Investor Relations section of Airbnb's website following this call.

Airbnb, Inc. (ABNB) Q2 2023 Earnings Call Transcript

Apple

Amazon

If these after-hours earnings don't do it, we'll see if tomorrow's Employment Situation report has what it takes to light a fire under bullish investors going forward.

Apple, Amazon, Airbnb Beat on Earnings, Sales

Airbnb, Inc. (ABNB) came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.56 per share a year ago.

Airbnb, Inc. (ABNB) Tops Q2 Earnings and Revenue Estimates

Coinbase

DraftKings

Apple Inc (NASDAQ:AAPL) stock was down 3% after Thursday's market close, as traders reacted to a 1% softening in revenue on weaker iPhone sales – despite Tim Cook calling it ‘an improved quarter'. Amazon.com Inc (NASDAQ:AMZN) meanwhile impressed, sending its stock more than 8% higher to US$139.50.

The Afters: Apple, Amazon, Draftkings, Booking.com, Coinbase, Airbnb, and more

Vacation-home rental platform Airbnb Inc. on Thursday reported second-quarter results and a third-quarter sales forecast that topped Wall Street's estimates, as people sought longer stays and bigger properties in higher-priced areas amid an extended rebound in travel.

Airbnb results beat expectations amid continued travel rebound, but stock falls after running higher this year

Airbnb's second-quarter results beat expectations on the top and bottom lines, and the company issued promising guidance lifted by increasing international travel.  The property rental company posted revenue of $2.5 million, 18.1% higher year-over-year and above expectations of $2.42 million.

Airbnb issues strong 3Q guidance based on positive international travel trends

Airbnb posted its most profitable second quarter ever, boosted by high nightly rates guests were willing to pay—in a sign that steep travel prices are persisting.

Airbnb Powers to Most Profitable Second Quarter on High Nightly Rates

SAN FRANCISCO , Aug. 3, 2023 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) has posted a shareholder letter containing its second quarter 2023 financial results on its Investor Relations website at https://investors.airbnb.com . Airbnb will host an audio webcast to discuss its results at 1:30 p.m.

Airbnb Announces Second Quarter 2023 Results

A few tech giants are slated to step into the earnings confessional this week, and investors are hopeful that the reports can help the tech-heavy Nasdaq Composite Index (IXIC) step out of its slump.

2 Big Tech Giants Reporting Earnings Tonight

Delta Air Lines

Investors should have been looking at travel stocks to buy over the last few months, given the move we've seen in this group. Whether there's a recession coming or not, consumers don't seem to be worried.

3 Travel Stocks Worth Packing in Your Portfolio Right Now

After U.S. markets closed on Tuesday, AMD beat both earnings per share (EPS) and revenue estimates and issued third-quarter guidance in line with Wall Street estimates.

Earnings Previews: Airbnb, Amazon, Apple

Expedia

Beleaguered airline Southwest has failed to recapture prepandemic level margins like many of its competitors. One observer finds that traffic is up more than 5% for major hotel websites.

Southwest Stock Didn't Get a Travel Boom. These Stocks Are Thriving in the Summer.

Marriott is at record highs ahead of early Tuesday results as travel demand rebounds. Hyatt, Airbnb, Expedia, Booking Holdings report Thursday.

Hotel Giant Kicks Off Big Week For Travel Earnings; Airbnb, Booking Holdings Also Loom

Airbnb is expected to report a year-over-year drop in bookings and average daily rates (ADR) for the second quarter when it hands down its latest financial results on August 3 after the market close.   When reporting its first quarter earnings in May, the company flagged that nights and experiences booked during 2Q would have unfavorable year-over-year comparisons as this period overlaps with pent-up 2022 demand following the Omicron COVID variant.

Airbnb set to post higher profit and revenue despite lower bookings in 2Q

Despite an 80% boost in share price year to date, Airbnb's strong fundamentals give the stock plenty of runway to rise higher. Airbnb continues to enjoy double-digit growth in revenue, nights booked, and bookings dollars; while generative both pro forma and GAAP profits. Competitor Expedia's shift to its OneKey Rewards program, broadly seen as a devaluation, may push more market share in Airbnb's direction.

Airbnb: The Runway Is Still Long

Airbnb is now lapping tough comparables. ADR is likely to come down as supply increases. The company has a net cash balance sheet and is GAAP profitable.

Airbnb: Valuation Is Unjustified As There Is No Moat (Rating Downgrade)

DoorDash

Alphabet

Intel

Intuit

Roku

A slew of strong economic and earnings data points this week “could be the catalyst to send the market to new highs,” according to one strategist.

These Stocks Hit 2023 Highs As Dow Heads For Best 2-Month Stretch Since November

Pinterest

Airbnb is going strong with the recovery in travel demand. Pinterest is thriving even in the post-pandemic market.

2 Growth Stocks on My Buy List

Etsy

Finding the right growing businesses to buy stock in takes time and patience. Airbnb is building momentum as travel interest resurges, and there are other favorable factors at play.

2 Top Growth Stocks to Buy Before the Next Bull Market

As the broader travel market continues to defy gravity, popular online homestay marketplace Airbnb (NASDAQ: ABNB ) is reaping the rewards. So far this year, ABNB stock has gained about 75%.

ABNB Stock Alert: Airbnb Just Hit a New 52-Week High

PepsiCo

Visa

The cooling inflation report has investors feeling confident that the Fed will get less restrictive and slow down the interest rate hikes. After the bloodbath of 2022, it is exciting to see the market moving steadily in the upward direction.

3 Stocks That Are Screaming Buys Right Now: July 2023

SAN FRANCISCO , July 20, 2023 /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) today announced that the company's second quarter 2023 financial results will be released after market close on Thursday, August 3, 2023. The company's shareholder letter will be made available on the Airbnb Investor Relations website at https://investors.airbnb.com.

News for Airbnb Stock (ABNB)