Every material Form 8-K Airbnb filed with the SEC in 2024, 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 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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Airbnb filing is on SEC EDGAR ↗. 8-K briefs of other companies →