Overview
- Shares rose in after-hours trading following a revenue beat and upbeat guidance.
- Airbnb guided Q1 revenue to $2.59–$2.63 billion above estimates and projected at least low double-digit revenue growth for 2026, while signaling no adjusted core margin expansion due to reinvestment.
- Q4 revenue reached $2.78 billion, up 12% year over year and above forecasts, with 121.9 million nights and seats booked up 10% and gross booking value at $20.4 billion up 16%.
- Net income was $341 million (56 cents per share) versus $461 million (73 cents) a year earlier, reflecting $90 million in non-income tax matters and planned spending on growth and policy initiatives.
- Expansion efforts include hotel pilots in New York, Los Angeles, San Francisco and Madrid with hotel nights growing nearly twice the platform average, plus an AI push under new CTO Ahmad Al-Dahle to build an AI-native experience.