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Airbnb — Q3 2026 Earnings Summary

  • Q3 2026 revenue reached $4.9 billion (up 19% YoY), with net income rising to $1.9 billion and Adjusted EBITDA increasing 22% YoY to $2.5 billion, while Gross Booking Value grew 21% to $27.7 billion.
  • Full-year 2026 guidance was raised to high teens revenue growth and an Adjusted EBITDA margin of approximately 36%; Q4 2026 revenue is forecast between $3.22 billion and $3.28 billion.
  • Announced a new share repurchase program authorizing up to an additional $12 billion in Class A common stock, following $0.7 billion repurchased in the quarter.
  • Strategic initiatives include the planned rollout of an AI-native travel agent in H1 2027, a new partnership with American Express, and a commitment to donate $0.10 per stay to Airbnb.org.
Company
AIRBNB INC
Sector
Consumer Cyclical
Industry
Travel Services