Airbnb Q4 revenue rises 12% to $2.8 billion, but net income falls to $341 million
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 12, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.