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21:00
Aug 06 ◎

ABNB FY2026 Q2 Watch

Airbnb, Inc. (ABNB) FY2026 Q2 Earnings Call

EXPE ABNB ▾

Brian Chesky

Airbnb continues to partner with Expedia-owned CarTrawler for car rentals despite the acquisition, signaling an ongoing business relationship.

"you're probably referring to car trawler being acquired by Expedia. We still think that they're going to be a great partner for us with car rentals."

EXPE WATCH

Elinor Mertz

The company raised full-year revenue and profitability guidance due to accelerating nights and seats booked growth, reflecting strong demand and operational momentum.

"And moving to the full year, we are raising our revenue and adjusted EBITDA outlook. We now expect year-over-year revenue growth to improve to at least mid-teens, up from the low to mid-teens guidance we provided last quarter."

ABNB WATCH

HIGH

21:00
May 07 ◎

ABNB FY2026 Q1 Watch

Airbnb, Inc. (ABNB) FY2026 Q1 Earnings Call

DAL CART BKNG EXPE MSFT ▾

Brian Chesky

Expanding the partnership to include experiences and services deepens the integration, likely driving more bookings for Delta through a broader loyalty offering.

"We're also expanding our partnership with Delta Airlines so that travelers can earn Delta miles on qualifying Airbnb experience and services in addition to homes."

DAL WATCH

Brian Chesky

Airbnb's choice to partner with Instacart validates Instacart's delivery infrastructure and likely brings incremental order volume to Instacart.

"We're working at Instacart. We've realized, you know, they've been doing this for over a decade. We don't need to learn how to do grocery delivery."

CART WATCH

Ellie Mertz

Airbnb's rollout of Reserve Now Pay Later is significantly extending booking lead times and shifting mix toward larger, higher-priced homes, which inflates ADR and locks in calendar share well ahead of the travel date. — If this strategy successfully captures earlier demand and reduces booking volatility, it could structurally change competitive dynamics in online travel, pressuring OTAs that rely on last-minute booking patterns.

"Reserve Now Pay Later is driving a meaningful lift to all booking metrics, net of cancellations. We believe this is a longer-term competitive benefit, locking in earlier calendar share."

BKNG WATCH EXPE WATCH

Ellie Mertz

AI-assisted coding is drastically increasing output, with ~60% of code now generated by AI, but management flags that it will require a higher internal investment (cost) in AI tools and infrastructure over the year. — Airbnb's increased enterprise spend on AI tools (and likely cloud infrastructure) flows directly to major AI platform vendors, supporting their enterprise revenue growth narratives.

"We are obviously ramping up our use of AI internally. And so we anticipate that that is an expense that will ramp over the course of the year."

MSFT WATCH GOOGL WATCH

Brian Chesky

Management raised full-year guidance, citing strong momentum across growth initiatives, monetization (fees, insurance), and resilient demand, signaling confidence in continued acceleration.

"We're raising our guidance for 2026 and now expect year-over-year revenue growth to accelerate to low to mid-teens."

ABNB WATCH

HIGH

22:00
Feb 12 ◎

ABNB FY2025 Q4 Watch

Airbnb, Inc. (ABNB) FY2025 Q4 Earnings Call

ABNB BKNG EXPE MAR ▾

Ellie Mertz

Management is clearly optimistic, guiding for revenue growth acceleration in 2026, driven by product innovations like Reserve Now Pay Later and continued momentum, while maintaining stable EBITDA margins.

"We expect revenue growth to accelerate to at least low double digits in 2026."

ABNB WATCH

Ellie Mertz

Airbnb's bid to simplify pricing for hosts and reduce guest fees is improving price competitiveness, which could pressure traditional hotel and OTAs, who may need to lower prices to retain guests. — Airbnb is becoming more aggressive on price, potentially stealing share from traditional booking platforms and hotels.

"In making the migration, what we found is that many of the hosts did not take up their rates. Instead, the effective ADR to guests came down modestly, which obviously you can conclude is really great from an affordability perspective."

BKNG WATCH EXPE WATCH MAR WATCH

HIGH

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