Form 10-Q · Quarterly report
Airbnb 10-Q, filed Aug 6, 2026
- Filed
- CIK
- 0001559720
- Accession no.
- 0001559720-26-000027
Summary
Airbnb reported second-quarter 2026 revenue of $3.6 billion, up 17% year over year, and net income of $816 million, up $174 million, as Nights and Seats Booked rose 10% to 148 million and Gross Booking Value grew 16% to $27.2 billion. The company repurchased 7.9 million Class A shares for $1.1 billion during the quarter and said macroeconomic and geopolitical conditions, including the conflict in the Middle East, have not had a material impact on its business to date but may affect future booking trends.
Key points
- Second-quarter 2026 revenue grew 17% to $3.6 billion, with operating expenses up 15%.
- Net income of $816 million included a $77 million income-tax benefit related to newly published guidance affecting prior-year taxes.
- Cash provided by operating activities and free cash flow were both $1.3 billion, up from $1.0 billion a year earlier.
- Bookings growth was led by Latin America and Asia Pacific, while North America and EMEA grew more moderately; Airbnb said its RNPL no-payment-at-booking option has seen higher cancellation rates than historic bookings.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management’s Discussion Overview Airbnb was founded in 2007 when two hosts welcomed three guests to their San Francisco home, and has since grown into a global community of over 5.5 million hosts who have welcomed over 2.5 billion guest arrivals in almost every country and region across the globe. Every day, hosts offer unique stays, experiences, and services that enable guests to connect with communities in a more authentic way. We operate a global marketplace connecting guests with these offerings, collectively in over 220 countries and regions. We operate with five key stakeholders in mind: our employees, shareholders, hosts, guests, and the communities we serve. …
An excerpt of the text as filed with the SEC, cut for length.
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