Every material Form 8-K Airbnb filed with the SEC in 2025, 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 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.
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 →