Every material Form 8-K Airbnb filed with the SEC in 2026, 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.
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 →