AI brief of an SEC Form 8-K · Airbnb (ABNB)

Airbnb Q1 revenue rises 18% to $2.7 billion and full-year revenue outlook is raised

Positive Impact 4 of 5 guidance Written later

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.

Key points

  • 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.

The filing

CompanyAirbnb (ABNB)
Form8-K, current report
Filed with the SECMay 7, 2026, 4:00 PM ET
Accession number0001193125-26-211816

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 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 May 07, 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.