Every material Form 8-K Airbnb has filed with the SEC since November 01, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Airbnb announced its third-quarter 2026 financial results, reporting $4.9 billion in revenue and $1.9 billion in net income, alongside raised full-year 2026 guidance for revenue growth and Adjusted EBITDA margin. The company also announced a new $12 billion share repurchase program and a new unsecured revolving credit facility of $1.0 billion.
Airbnb reported second-quarter 2026 revenue of $3.6 billion, up 17% year over year, and net income of $816 million, which included a $77 million tax-related benefit. The company raised its full-year 2026 outlook for revenue growth and Adjusted EBITDA Margin, which signals stronger expected results for shareholders.
Q2 2026 revenue was $3.6 billion, up 17% year over year (13% excluding FX); Adjusted EBITDA was $1.3 billion, up 21%, at a 35% margin
Q2 2026 net income was $816 million, including a $77 million benefit tied to prior-year taxes
Full-year 2026 revenue growth now expected to be at least mid teens; Adjusted EBITDA Margin now expected to be at least 35.5%
Company repurchased $1.1 billion of Class A common stock in Q2 2026 and had $3.4 billion of repurchase authorization remaining as of June 30, 2026
Airbnb reported first-quarter 2026 revenue of $2.7 billion, up 18% year over year and above the high end of its guidance, with net income of $160 million and Adjusted EBITDA of $519 million, up 24%. The company raised its full-year 2026 revenue growth outlook to low to mid teens and expects Adjusted EBITDA Margin of at least 35%, though it noted cancellations linked to the Middle East conflict.
Q1 2026 revenue was $2.7 billion, up 18% year over year (15% excluding FX); net income was $160 million, compared with a net income margin of 6% versus 7% a year earlier.
Q2 2026 revenue is expected at $3.54 billion to $3.60 billion, up 14% to 16% year over year.
For 2026, revenue growth is now expected to accelerate to low to mid teens, and Adjusted EBITDA Margin is expected to be at least 35%.
Q1 2026 included a one-time gain of approximately $70 million from a privately-held equity investment sale, offset by a one-time adjustment of approximately $70 million to deferred tax assets.
Airbnb closed a $2.5 billion offering of senior notes on March 16, 2026, in three tranches maturing in 2029, 2031 and 2036. The company used net proceeds to repay $2.0 billion of 0% convertible senior notes when they matured in March 2026, so the deal refinances maturing debt and adds new interest-bearing debt for shareholders to consider.
Offering of $2.5 billion in senior notes, closed March 16, 2026, with underwriters BofA Securities, Goldman Sachs and Morgan Stanley.
2029 Notes: $850 million at 4.400%, maturing March 16, 2029; 2031 Notes: $850 million at 4.650%, maturing March 16, 2031; 2036 Notes: $800 million at 5.250%, maturing March 16, 2036.
Net proceeds were used to repay $2.0 billion of 0% convertible senior notes at maturity in March 2026.
The Notes are general unsecured senior obligations and carry a 101% change-of-control repurchase right.
Airbnb reported fourth-quarter 2025 revenue of $2.8 billion, up 12% year over year and above the high end of its guidance range, with Gross Booking Value up 16%. Net income fell to $341 million from the prior-year quarter, as planned investments and about $90 million of non-income tax matters offset higher revenue. The company guided first-quarter 2026 revenue growth of 14% to 16% and expects full-year 2026 revenue growth of at least low double digits.
Q4 2025 revenue was $2.8 billion, up 12% year over year; full-year 2025 revenue was $12.2 billion, up 10%.
Q4 2025 net income was $341 million, compared with a lower net income margin of 12% versus 19% a year earlier; full-year net income was $2.5 billion.
Q4 2025 Adjusted EBITDA was $786 million, up 3% from $765 million, with the margin at 28% versus 31%.
Q1 2026 revenue guidance is $2.59 billion to $2.63 billion; the company repurchased $1.1 billion of Class A stock in Q4 2025.
Airbnb said Chief Technology Officer Aristotle Balogh will leave the role in December 2025. He has agreed to stay through at least February 2026 in a non-executive advisory capacity to help with the transition. The change is a senior technology leadership departure, but the filing gives no named successor and no financial figures.
Aristotle Balogh notified Airbnb of his departure on November 18, 2025.
He will leave the Chief Technology Officer role in December 2025.
He will remain at the company through at least February 2026 in an advisory, non-executive capacity.
The company said he served seven years, and the filing names no successor.
Airbnb reported third-quarter 2025 revenue of $4.1 billion, up 10% year over year, and gross booking value of $22.9 billion, up 14%. Net income was $1.4 billion, stable against the prior year, and the company guided fourth-quarter adjusted EBITDA to be flat to down slightly, with a full-year 2025 adjusted EBITDA margin of about 35%, which bears on shareholder returns.
Q3 2025 revenue was $4.1 billion, up 10% year over year, and net income was $1.4 billion, flat versus Q3 2024 after a $213 million tax valuation allowance.
Q4 2025 revenue is expected at $2.66 billion to $2.72 billion, growth of 7% to 10% year over year.
Q4 2025 adjusted EBITDA is expected to be flat to down slightly year over year, and the company now expects a full-year 2025 adjusted EBITDA margin of approximately 35%.
The company repurchased $857 million of Class A common stock in Q3 2025 and had $6.6 billion of repurchase authorization remaining as of September 30, 2025.
Airbnb reported second-quarter 2025 revenue of $3.1 billion, up 13% year over year, and net income of $642 million, up 16%. The company also announced a new share repurchase program authorizing up to an additional $6 billion of Class A common stock, and it expects Q3 2025 revenue of $4.02 billion to $4.10 billion, with Adjusted EBITDA margin lower than a year earlier.
Q2 2025 revenue was $3.1 billion, up 13%; Adjusted EBITDA was $1.0 billion, up 17%, at a 34% margin.
Q3 2025 revenue is expected to be $4.02 billion to $4.10 billion, growth of 8% to 10%.
Q3 2025 Adjusted EBITDA is expected to exceed $2.0 billion, but its margin is expected to be lower than in Q3 2024.
A new $6 billion share repurchase authorization was announced; $1.0 billion of stock was repurchased in Q2 2025.
Airbnb reported first-quarter 2025 revenue of $2.3 billion, up 6% year over year, but net income fell to $154 million from $264 million a year earlier, and Adjusted EBITDA slipped to $417 million from $424 million. The company guided second-quarter revenue to $2.99 billion to $3.05 billion and reaffirmed a full-year Adjusted EBITDA Margin of at least 34.5%, while it repurchased $807 million of stock in the quarter.
Q1 2025 revenue $2.3 billion, up 6% year over year; net income $154 million versus $264 million in Q1 2024
Q2 2025 revenue guidance of $2.99 billion to $3.05 billion, representing 9% to 11% growth
Full-year 2025 Adjusted EBITDA Margin expected to be at least 34.5%, consistent with prior guidance
Q1 share repurchases of $807 million; $2.5 billion remained under the authorization as of March 31, 2025
Airbnb reported fourth-quarter 2024 revenue of $2.5 billion, up 12% year over year, and net income of $461 million, compared with a net loss of $349 million in Q4 2023. For Q1 2025, the company expects revenue of $2.23 billion to $2.27 billion and expects Adjusted EBITDA and its margin to decline from Q1 2024, which it attributes mainly to calendar factors and FX headwinds.
Q4 2024 revenue was $2.5 billion, up 12% year over year; full-year 2024 revenue was $11.1 billion.
Q4 2024 net income was $461 million (19% margin) versus a net loss of $349 million in Q4 2023, which included about $1 billion of non-recurring tax items.
Q4 2024 Adjusted EBITDA was $765 million, up 4%, with a 31% margin; full-year 2024 free cash flow was $4.5 billion.
For Q1 2025, revenue is expected at $2.23 billion to $2.27 billion, and the company plans $200 million to $250 million of investment in new businesses in 2025.
Airbnb reported third-quarter 2024 results, with revenue up 10% year-over-year to $3.7 billion and Adjusted EBITDA up 7% to $2.0 billion. Net income fell to $1.4 billion from $4.4 billion, mainly because the prior-year quarter included a $2.8 billion one-time tax benefit. The company said it expects Q4 2024 revenue of $2.39 billion to $2.44 billion and a full-year 2024 Adjusted EBITDA Margin of approximately 35.5%.
Q3 2024 revenue was $3.7 billion, up 10% year-over-year; Nights and Experiences Booked rose 8% to 122.8 million.
Q3 net income was $1.4 billion, down from $4.4 billion in Q3 2023, which included a $2.8 billion one-time tax benefit.
Q4 2024 revenue is expected to be $2.39 billion to $2.44 billion, representing growth of 8% to 10%.
The company repurchased $1.1 billion of Class A common stock in Q3 2024 and had $4.2 billion remaining under its authorization as of September 30, 2024.
Airbnb reported second-quarter 2024 results in a shareholder letter furnished with this 8-K. Revenue rose 11% to $2.75 billion and Adjusted EBITDA rose 9% to $894 million, but net income fell from $650 million a year earlier, mainly because of higher income taxes tied to a prior valuation allowance release. The company also gave third-quarter revenue guidance of $3.67 billion to $3.73 billion and said Adjusted EBITDA would be roughly flat with the prior year on a nominal basis.
Q2 2024 revenue was $2.75 billion, up 11% from Q2 2023; net income was $555 million, down from $650 million, a 20% net income margin versus 26% a year earlier
Q2 free cash flow was $1.0 billion, up 16% year-over-year; Q2 share repurchases totaled $749 million
Q3 2024 revenue guidance is $3.67 billion to $3.73 billion, or 8% to 10% year-over-year growth, and Adjusted EBITDA is expected to approximate Q3 2023 on a nominal basis
For full-year 2024, the company expects an Adjusted EBITDA Margin of at least 35%
Airbnb reported first-quarter 2024 revenue of $2.14 billion, up 18% from a year earlier, and net income of $264 million, up 126% from $117 million in Q1 2023. The company also guided to second-quarter 2024 revenue of $2.68 billion to $2.74 billion, which it said implies 8% to 10% year-over-year growth, and it expects that growth to accelerate in Q3 2024.
Q1 2024 revenue was $2.14 billion, up 18% year-over-year, helped in part by the timing of Easter
Net income was $264 million, up from $117 million in Q1 2023; net income margin was 12% versus 6%
Adjusted EBITDA was $424 million with a 20% margin, compared with $262 million and 14% in Q1 2023
Q2 2024 revenue outlook is $2.68 billion to $2.74 billion, implying 8% to 10% year-over-year growth; the company repurchased $750 million of Class A stock in Q1 2024
Airbnb reported fourth-quarter 2023 revenue of $2.2 billion, up 17% from a year earlier, and Adjusted EBITDA of $738 million, up 46%. The company also posted a GAAP net loss of $349 million, which included about $1 billion of non-recurring tax withholding expenses and lodging tax reserves, compared with net income of $319 million in Q4 2022. The company also announced a new share repurchase program authorizing up to $6 billion of Class A common stock.
Q4 2023 revenue was $2.2 billion, up 17% year over year (14% excluding FX); full-year revenue was $9.9 billion.
Q4 net loss was $349 million, including about $1 billion of non-recurring tax items; Adjusted Net Income was $489 million.
Q4 Adjusted EBITDA was $738 million, up 46% from $506 million in Q4 2022.
A new share repurchase program authorizes up to $6 billion of Class A common stock, following $750 million remaining under the prior program as of December 31, 2023.
Airbnb said Ellie Mertz, its current Vice President of Finance, will become Chief Financial Officer on March 1, 2024, replacing Dave Stephenson in that role. Stephenson will serve as both CFO and Chief Business Officer from January 1, 2024 until the transition date, then continue as Chief Business Officer. The filing also says Global Head of Hosting Catherine Powell will leave the company on June 30, 2024, under a retention agreement.
Ellie Mertz becomes CFO effective March 1, 2024, with a $600,000 annual base salary and a target bonus of 75% of base salary.
Dave Stephenson is appointed Chief Business Officer effective January 1, 2024 and was granted 4,040 restricted stock units.
Catherine Powell, Global Head of Hosting, will depart on June 30, 2024 and serve in a transition role until then.
Airbnb reported third-quarter 2023 revenue of $3.4 billion, up 18% from a year earlier, and net income of $4.4 billion. Net income included a one-time, non-cash $2.8 billion income tax benefit, so adjusted net income of $1.6 billion, up from $1.2 billion, better reflects operations. For shareholders, the company guided fourth-quarter revenue to $2.13 billion to $2.17 billion, implying 12% to 14% growth, and said it repurchased $500 million of stock in the quarter.
Q3 revenue of $3.4 billion, up 18% year-over-year (14% excluding FX)
Q3 net income of $4.4 billion included a $2.8 billion one-time, non-cash tax benefit; adjusted net income was $1.6 billion versus $1.2 billion a year earlier
Adjusted EBITDA of $1.8 billion, up 26% year-over-year
Q4 2023 revenue outlook of $2.13 billion to $2.17 billion, implying 12% to 14% growth; company expects nights booked growth to moderate
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