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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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

Gross profit

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
Forbes
Inc.
SEC
TechCrunch
The Wall Street Journal
Washington Post


Airbnb continues to see growth in key metrics, with double-digit increases in gross booking values and revenues in Q1'24. The company's strong free cash flow and potential for aggressive capital return make it an attractive investment. Despite a high price-to-earnings ratio, Airbnb's expanding business and FCF profitability could lead to increased cash returns to shareholders in the future.

Airbnb: An Evolving Capital Return Play

Booking Hlds

Dick's Sporting Goods

Several companies could benefit from a hot summer season, a list that includes Booking Holdings, Airbnb, and Dick's Sporting Goods.

3 Stocks That Could Benefit from a Hot Summer Season

AUCKLAND, New Zealand--(BUSINESS WIRE)--Serko Ltd. (NZX:SKO), a leader in online travel for business, announced today the appointment of David Holyoke as Head of Unmanaged Travel, to take effect on July 1st. In his role as Head of Unmanaged Travel at Serko, David will spearhead the company's efforts to expand its offerings in the SME travel market. Leveraging his extensive experience in corporate travel, David will provide strategic leadership and direction, driving market growth and product in.

Serko Taps Former Airbnb Executive as Head of Unmanaged Travel

Despite tripling its business since IPO, Airbnb's stock has gone nowhere in the past three years. In this note, we shall go over Airbnb's business trends and outlook. Furthermore, we will evaluate Airbnb's long-term risk/reward using TQI's Valuation model.

Airbnb: A High-Quality Business At A Reasonable Price

CHICAGO and MILWAUKEE and NEW YORK, June 25, 2024 (GLOBE NEWSWIRE) -- YieldMax™ announced the launch today of the following ETF: YieldMax™ ABNB Option Income Strategy ETF (NYSE Arca: ABNY) ABNY seeks to generate current income via a synthetic covered call strategy on Airbnb, Inc. (ABNB). ABNY is actively managed by ZEGA Financial.

YieldMax™ Launches Option Income Strategy ETF on Airbnb (ABNB)

Palantir Technologies

The world runs on data, while the travel industry is booming back to life. Palantir is diversifying its revenue streams and capitalizing on the power of AI.

2 Superior Growth Stocks to Buy in the 2024 Bull Market and Hold for the Long Run

Arista Networks

Robinhood

Many stocks fail to deliver on investor promises every year, and this year is no different. Many analysts attribute the poor performance of certain stocks to the worsening economic situation, but reports of international disputes have also contributed to it.

Overinflated and Overrated: 3 Stocks to Avoid at All Costs

Adobe

McDonald's

Investors are perpetually on the hunt for stocks to buy on the dip. This strategy involves buying companies that have experienced a recent decline in their share price but remain fundamentally sound.

Dip Before the Rip: 3 Stocks Set to Rebound 25% or Higher in 2024

Hilton Worldwide Holdings

Royal Caribbean Cruises

The tourism industry is gearing up for a robust trajectory as we head into the latter part of this year. Despite the recessionary headwinds in play, traveler enthusiasm hasn't waned, making it apt to consider the best travel stocks to buy.

3 Standout Travel Stocks to Book for Scorching Summer Gains

In the closing of the recent trading day, Airbnb, Inc. (ABNB) stood at $145.97, denoting a -0.09% change from the preceding trading day.

Airbnb, Inc. (ABNB) Falls More Steeply Than Broader Market: What Investors Need to Know

Hershey

NIKE

Whenever the Federal Reserve (the Fed) speaks, the whole market, the global financial market, watches closely. A single shift in sentiment and approach to where interest rates may be headed could send markets swinging in either direction, and that's where investors can begin to look for opportunities.

3 Stocks That Plummeted After the Post-Fed Speech Crash

Despegar.com

With the world increasingly embracing travel in the post-pandemic era, the industry is set for continued growth throughout the remainder of 2024. June is already upon us.

The 3 Best Travel Stocks to Buy in June 2024

Lyft

Occidental Petroleum

It's no surprise that trading alongside other investors facilitates confidence. After all, there's safety in numbers.

Contrarian Coups: 3 Stocks Staging a Revolution Against Conventional Wisdom

Airbnb exceeds Q1 expectations with doubled net income and 18% revenue growth. Q2 revenue guidance falls short due to unfavorable exchange rates, causing a 7% drop in stock price, but core growth strategy remains intact. Initiating coverage with a cautious buy based on Airbnb's healthy financials and strong management team, concerns arise over valuation and ability to navigate the economic cycle.

Airbnb: Growth Potential Despite Potential Overvaluation, Cautious Buy

Airbnb, Inc. (ABNB) closed the most recent trading day at $146.66, moving -0.23% from the previous trading session.

Why Airbnb, Inc. (ABNB) Dipped More Than Broader Market Today

Delta Air Lines

Marriott

The travel industry is booming, and Memorial Day weekend was proof that Americans are ready to pack their bags and fly away! Travel stocks are ready to rally, and companies have rebounded after the slow pandemic period.

3 Travel Stocks to Buy to Book Some Serious Gains

As the travel industry rebounds from the pandemic lows, now is a great time to consider the best travel stocks to buy. The sector's resilience and pent-up demand for leisure and business travel positions it for strong growth in the coming years.

The 3 Best Travel Stocks for a Chance of 2X Gains by 2028

AirBnb results experienced a drop after Q1 earnings, attributed to less optimistic Q2 forecasts and hawkish investors. Despite the drop, AirBnb's unique business model and moat was what earned it a spot on the S&P 500 list in the first place. The shift in travel demographics, resilience to macroeconomic forces, ease of entering less penetrated regions and listings with flexibility and affordability will serve as the core impetus for future growth.

ABNB: Short-Term Rentals With Long-Term Gains

Shopify

United Continental Hlds

As the latest financial quarter ends, earnings season left analysts with their hands ready to work on updating ratings on stocks that stood out. Now that the market is halfway through 2024, these analysts may have had an easier time making sense of these companies' futures, leading them to boost their valuations.

Analysts Couldn't Wait to Boost These 3 Stocks

Airbnb, Inc. (NASDAQ:ABNB ) Bernstein's 40th Annual Strategic Decisions Conference Call May 30, 2024 2:30 PM ET Company Participants Ellie Mertz - Chief Financial Officer Conference Call Participants Richard Clarke - Bernstein Richard Clarke Great. Well, good afternoon, everybody, and thanks for joining us here for the 2:30 session.

Airbnb, Inc. (ABNB) Bernstein's 40th Annual Strategic Decisions Conference (Transcript)

Amazon

Alphabet

Europe's top court on Thursday backed Alphabet's Google, Amazon and Airbnb in their fight against an Italian rule requiring them to provide information on the companies.

EU court backs Google, Amazon, Airbnb in Italian rule dispute

Airbnb stock is slumping this month following the company's Q1 earnings report, which one analysts sees as an opportunity.

Analyst Turns Bullish On Airbnb Stock, Says Investors Should 'Take Advantage' Of Recent Slump

Wedbush today upgraded Airbnb Inc (NASDAQ:ABNB) to "outperform" from "neutral" and hiked its price target to $165 from $160.

Analyst: Airbnb Stocks Sports Attractive Entry Point

Chubb

Canada Goose Holdings

Despite the stock market being at an all-time high, plenty of bargains remain to be found for investors. The bull rally that began in autumn 2022 is only now starting to broaden out to include utilities, retailers, industrial stocks and other sectors of the economy.

3 Cheap Stocks That Could Be Worth a Fortune by Summer

Airbnb's Q1 earnings exceeded estimates, but shares dropped due to warnings of moderate growth for Q2. The cyclical nature of the business is evident, with Q1 benefiting from events like the solar eclipse, while Q2 is expected to have less travel. Airbnb is undergoing changes to provide a more consistent and reliable experience, including rewarding hosts with high guest ratings.

News for Airbnb Stock (ABNB)