Citable filing context
ABNB's research view summarizes recent SEC filing context, starting with earnings from Aug 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 6, 2026 | earnings | Airbnb reported Q2 2026 revenue of $3.6 billion, up 17% year-over-year, and net income of $816 million. |
| Jun 11, 2026 | other | Airbnb reported voting results from its 2026 Annual Meeting, including the election of three directors. |
| May 7, 2026 | earnings | Airbnb announced Q1 2026 financial results with revenue of $2.7 billion, an 18% increase year-over-year. |
| Aug 6, 2026 | Guidance: adjusted_ebitda_margin | 35.50 to not reported |
| Aug 6, 2026 | Guidance: revenue | 4690.00 to 4770.00 |
| Aug 6, 2026 | Guidance: revenue_growth | 15.00 to not reported |
| Aug 6, 2026 | mda_quarterly | Airbnb reported strong second-quarter 2026 financial results, with revenue growing 17% year-over-year to $3.6 billion. This performance was driven by a 10% increase in Nights and Seats Booked, particularly in the Latin America and Asia Pacific regions, alongside a modest rise in Average Daily Rate (ADR). Net income reached $816 million, benefiting from revenue growth that outpaced a 15% increase in operating expenses and a favorable tax adjustment. The company continues to prioritize international expansion and product enhancements, such as improved search, merchandising, and flexible payment options. Notably, the adoption of "Rooms Now, Pay Later" (RNPL) has contributed to ADR growth but is altering cash flow dynamics by shifting payment collection closer to check-in dates, thereby reducing the correlation between Gross Booking Value (GBV) and cash receipts. Airbnb maintains a robust liquidity position with $12.1 billion in cash and short-term investments. In March 2026, the company issued $2.5 billion in Senior Notes to refinance maturing debt. Capital allocation remains focused on growth and shareholder returns, with $1.1 billion deployed toward share repurchases during the quarter. While management notes that macroeconomic and geopolitical volatility—including Middle East conflicts—remains a risk, these factors have not yet materially impacted operations. |
| May 7, 2026 | mda_quarterly | Airbnb’s first-quarter 2026 revenue grew 18% to $2.7 billion, driven by an increase in Average Daily Rate (ADR) and a 9% rise in Nights and Seats Booked to 156 million. Gross Booking Value increased 19% to $29.2 billion, with the strongest growth occurring in Latin America and Asia Pacific. Net income rose slightly to $160 million, benefiting from a $70 million realized gain on an equity investment, though offset by a $69 million one-time Corporate Alternative Minimum Tax adjustment. Free cash flow was $1.7 billion, reflecting a shift in cash timing due to increased guest adoption of deferred payment programs. To manage capital, Airbnb repurchased $1.1 billion in Class A common stock and issued $2.5 billion in Senior Notes to fully repay $2.0 billion of 2026 Notes. Operating expenses increased 16%, led by a 33% surge in sales and marketing to fund paid growth in emerging markets and the expansion of Airbnb Experiences and Services. While liquidity remains robust at $12 billion in cash and short-term investments, the company notes that the Middle East conflict has increased cancellations across EMEA and Asia Pacific. |
Source: SEC EDGAR filing text and events; period Aug 6, 2026; filed Aug 6, 2026.
ABNB company research is free during early access. All you need is an account, with no card required. The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay open without one.
Continue research
Follow same-sector companies and source explainers connected to the research view.
A factual guide to SEC Form 8-K current reports and the material company events they can disclose between quarterly filings.
A factual guide to quarterly SEC Form 10-Q reports, how they differ from annual 10-K filings, and what readers can inspect first.
A factual guide to Form S-1 registration statements and the disclosures companies provide before a public offering.
A factual guide to the core 10-K sections investors use for company context: business description, risk factors, MD&A, financial statements, and segment disclosures.