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Airbnb — Q3 2026 Earnings Summary

In the third quarter of 2026, Airbnb reported a 16% year-over-year increase in Nights and Seats Booked and a 21% rise in Gross Booking Value to $27.7 billion, driven by strong global demand and product innovations. Revenue reached $4.9 billion, up 19% year-over-year, while Adjusted EBITDA grew 22% to $2.5 billion, resulting in a 52% margin. The company significantly accelerated its AI integration, resolving 40% of customer support issues without human agents and introducing features like AI search and dynamic pricing for hosts. Additionally, Airbnb announced a new partnership with American Express to expand listing visibility and committed to donating $0.10 per stay to Airbnb.org, aiming to provide $500 million in housing support over five years.

Company
AIRBNB INC
Sector
Consumer Cyclical
Industry
Travel Services