Form 10-Q · Quarterly report
Airbnb 10-Q, filed Nov 5, 2026
- Filed
- CIK
- 0001559720
- Accession no.
- 0001559720-26-000032
Summary
Airbnb reported 19% year-over-year revenue growth to $4.9 billion and a $516 million increase in net income to $1.9 billion for the quarter ended September 30, 2026, with Gross Booking Value up 21% to $27.7 billion. The company attributed the gains to higher Nights and Seats Booked and a moderate rise in average daily rates, and said macroeconomic and geopolitical conditions, including the Middle East conflict, have not had a material impact to date but remain uncertain.
Key points
- Revenue rose 19% year over year to $4.9 billion for the three months ended September 30, 2026, and net income grew by $516 million to $1.9 billion.
- Gross Booking Value increased 21% to $27.7 billion and Nights and Seats Booked rose 16% to 155 million for the quarter, with growth led by Latin America and Asia Pacific.
- Airbnb repurchased 4.4 million Class A shares for $712 million during the quarter, leaving $2.7 billion available under its repurchase program.
- Airbnb said bookings made through its Reserve Now, Pay Later option, expanded internationally in 2026, have had higher cancellation rates than historical bookings, and that the conflict in the Middle East has affected and may continue to affect booking trends.
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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