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 2023

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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.

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Cost of revenue

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SG&A

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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

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Cash from financing

Change in stock

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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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Prodigious Growth Opportunity For Airbnb

The city will not issue fines against hosts or booking services until Sept. 5, according to a court filing.

New York City to delay enforcing new law against Airbnb hosts

Airbnb sees a busy summer travel season ahead. Cash flow is strong and 2023 will likely mark another big year for profits.

3 Huge Reasons to Buy Airbnb Stock

Tigress Financial's Ivan Feinseth gave Airbnb a price target of $185, implying a 58% upside. Feinseth said the company is at the forefront of the shift in travel.

This Stock Will Skyrocket 58%, According to Wall Street. Why I Believe It Could Grow Even More.

France is taking steps to close a tax loophole and end the more favorable tax treatment short-term furnished rentals such as AirBnB receive compared to long-term rentals. “We are going to reform the tax rules and I will make proposals.

France to Close Tax Loophole for Airbnb and Short-Term Rentals

Apple

Great companies don't go away just because the market is volatile. Airbnb is keeping pace with change in its industry, and results are soaring.

2 Unbelievable Growth Stocks to Scoop Up Right Now

Mastercard

Airbnb isn't slowing down even as consumer spending continues to shift, while Mastercard is relying on a proven business model to help it thrive in a wide range of environments. Airbnb is generating record profits and seeing a significant increase in both supply and demand for stays.

2 Revolutionary Growth Stocks to Buy in a Bull or Bear Market

Roku

Roku should get back to growth as the ad market recovers. Airbnb has a huge market opportunity, and the stock is well-priced.

2 Stocks Down 88% and 47% to Buy Right Now

SoFi Technologies

Twilio

The market could soon appreciate SoFi's various catalysts. Airbnb's growing influence on the short-term rental market is a likely game changer for its shareholders.

Nvidia Is This Year's Big Winner, but These 3 Hypergrowth Stocks Could Be Next

Airbnb on Thursday sued New York City over its restrictions on short-term housing rentals, in a legal dispute that pits the company's concerns about its ability to operate in a key market against the city's efforts to address an affordable housing crisis.

Airbnb sues New York City over its short-term rental restrictions

Holiday goers planning a trip to the historic centre of Florence, Italy, may need to look for accommodation a bit further out. This is because the Italian city, home to popular Renaissance art and architecture, will no longer be allowing tourists to rent short-term lodgings, like Airbnb Inc (NASDAQ:ABNB) listings.

Airbnb faces early checkout in Florence and New York

Airbnb co-founder Nathan Blecharczyk says entrepreneurs shouldn't shy away from their business ventures just because of an uncertain economic climate.

Airbnb co-founder says an uncertain economy creates opportunities for entrepreneurs

Airbnb, the short-term rental platform, is taking legal action against New York City over a new law that it claims amounts to a “de facto ban” on short-term rentals.

Airbnb Sues New York City Over Short-Term Rental Law

NEW YORK — Airbnb sued New York City on Thursday over an ordinance that the company says imposes arbitrary restrictions that would greatly reduce the local supply of short-term rentals.

Airbnb sues New York City over restrictions on short-term rentals

The law, set to go into effect next month, requires hosts to register with the city.

Airbnb Fights New NYC Short-Term Rental Requirements

Airbnb and several of its hosts sued New York City on Thursday to stop officials from enforcing “extreme and oppressive” registration requirements — claiming the tough new rules could effectively put Airbnb out of business in the Big Apple this summer.

Airbnb claims NYC's strict new rules could spur ‘de facto ban' on service citywide: suit

The New York City Mayor's Office of Special Enforcement was hit on Thursday with a lawsuit opposing a short-term rental law from rental platform Airbnb.

Airbnb files suit against NYC, challenging short-term rental law

Digital lodging platform Airbnb Inc. NASDAQ: ABNB disappointed investors with its outlook for Q2 2023. The popular disruptor and innovator of BnB travel bookings have had gravity-defying growth and earnings throughout the weakening economy.

What Does the Airbnb Guidance Drop Say About Travel Demand?

Airbnb investors suffered a hammering in early May due to over-optimism. I had cautioned investors in February that a massive slowdown could be approaching. Perhaps, these investors probably thought management was "sandbagging." Reality is often harsher than it seems, but when reality hits, it's better to accept that ABNB is still priced at a steep premium.

Airbnb: I Am Still Not Convinced

PayPal

QUALCOMM

The markets are always looking forward, and you should, too.

4 Top Stocks to Buy in June

Airbnb's lack of supply is leading to high ADRs and potential guests choosing other services. Its small moat, exceptional management team, and the long-term economics of its business model will lead to strong growth and improved margins. At ~$107 per share, I'd like to see the stock fall another 10-15% before getting excited about a position.

Airbnb: Not A Commodity, But Doesn't Have A Moat Either

Shopify

Not all growth-oriented businesses are created equal. Airbnb is raking in profits and cash, and its unique business model can help it thrive over the long term.

2 Unstoppable Growth Stocks You Can Buy and Hold for at Least the Next Decade

Tecnoglass

Vacation is back! And Airbnb is capitalizing in a big way.

2 Growth Stocks Down 17% to 51% That Are Impeccable Long-Term Buys

Airbnb continues to have strong bookings. A potential recession will likely hurt its revenue.

Airbnb: Buy, Sell, or Hold?

MercadoLibre

Warren Buffett is a well-known value investor, but he'd rather buy a wonderful stock at a fair valuation than a fair stock at a wonderful valuation. Airbnb is a more efficient business that many traditional hospitality companies, and it offers guests far more flexibility in choosing rental properties.

News for Airbnb Stock (ABNB)