Airbnb earnings: date, guidance and results
Airbnb's next results are expected on November 5, 2026. Watch whether Airbnb's booking growth is separated from currency effects.
What has Airbnb guided for the year?
Management raised its full-year outlook on August 6 to at least mid-teens growth. For the third quarter, it expects revenue between $4,690 million and $4,770 million. That represents growth of 15.0% to 17.0%.
| Period guided | Low | High | Date given | |
|---|---|---|---|---|
| revenue | Quarter to Sep 2026 | 4,690 | 4,770 | Aug 6, 2026 |
| foreign exchange tailwind (percentage points) | Quarter to Sep 2026 | 3.0 | 3.0 | Aug 6, 2026 |
| year-over-year revenue growth | Quarter to Sep 2026 | 15.0% | 17.0% | Aug 6, 2026 |
| year-over-year revenue growth | Year to Dec 2026 | Aug 6, 2026 | ||
| Adjusted EBITDA Margin | Year to Dec 2026 | 35.5% | Aug 6, 2026 | |
| year-over-year GBV growth | Quarter to Sep 2026 | Aug 6, 2026 | ||
| Adjusted EBITDA Margin | Quarter to Sep 2026 | Aug 6, 2026 | ||
| single service fee | Year to Dec 2026 | 15.5% | 15.5% | Aug 6, 2026 |
What this means. Some rows have no numbers because the company gave only a rough description, such as “mid teens” or “high teens,” instead of exact guidance.
Has Airbnb kept its past promises?
Airbnb has also delivered some promised improvements. Its customer-service AI agent expanded from an initial rollout to availability in more than 50 languages, while the company reported customer-support cost per booking down approximately 16% year over year. Those milestones show execution, but not yet the long-term return on every new product.
What is Airbnb's revenue and profit trend?
Revenue growth accelerated from 6.1% in March 2025 to 16.5% in June 2026. The key question is whether bookings become completed stays and fees, which leads from growth to profit.
| Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3,608 | 2,678 | 2,778 | 4,095 | 3,096 | 2,272 | 2,480 | 3,732 |
| Gross margin | 82.5% | 78.3% | 82.5% | 86.6% | 82.4% | 77.7% | 82.8% | 87.5% |
| Operating income | 758 | 86 | 269 | 1,625 | 612 | 38 | 430 | 1,525 |
| Net income | 816 | 160 | 341 | 1,374 | 642 | 154 | 461 | 1,368 |
| EPS, diluted | 1.37 | 0.26 | 0.56 | 2.21 | 1.03 | 0.24 | 0.73 | 2.13 |
What this means. Free cash flow is not the same as profit: it is the cash left after the company pays for equipment, buildings, and software.
What should I watch in Airbnb's next results?
The first checkpoint is the estimated third-quarter reporting date: November 5, 2026. The date is based on previous reporting schedules, so it remains provisional. Investors should compare the result with management’s revenue range, then separate booking growth from currency effects.