Airbnb (NasdaqGS:ABNB) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Speaker10Good afternoon, and thank you for joining Airbnb's earnings call, conference call for the fourth quarter of 2025. As a reminder, this conference call is being recorded and will be available for replay from the investor relations section of Airbnb's website following this call. I will now hand the call over to Andrew Slabin, Vice President of Investor Relations. Please go ahead.Speaker0Good afternoon, and welcome to Airbnb's ...

The vacation-rental platform is also moving deeper into an industry it once sought to disrupt — hotels. ...

Here's a look at the key figures from the quarter. ABNB stock is moving. Watch the price action here.The Details: Airbnb reported quarterly earnings of 56 cents per share, which missed the analyst estimate of 65 cents, according to data from Benzinga Pro.Quarterly revenue came in at $2.78 billion, which beat the Street estimate of $2.72 billion.The company reported fourth quarter gross bookings value (GBV) of $20.4 billion, up 13% year-over-year, and nights/seats booked of 121.9 million, up 10% year-over-ye ...

The vacation rental company posted higher revenue but lower profit, as investments in new business drive up expenses. ...

Core Viewpoint - Airbnb forecasts first-quarter revenue between $2.59 billion and $2.63 billion, exceeding Wall Street estimates of $2.53 billion, driven by demand for premium rentals despite a decline in cost-conscious customer bookings [1] Financial Performance - In the fourth quarter, Airbnb reported earnings per share of 56 cents, down from 73 cents a year earlier, with quarterly revenue of $2.78 billion, surpassing expectations of $2.71 billion [1] Revenue Projections - The company anticipates revenue growth of "at least low double-digits" for 2026, while analysts project a growth rate of 10.24% [1] Market Strategy - Airbnb has launched a new segment for booking services like private chefs and yoga instructors to compete with hotels, where half of the experiences booked in the fourth quarter were not linked to accommodation [1] - The company is expanding its offerings by partnering with boutique and independent hotels in cities with limited rental supply, such as New York and Madrid, to increase its total addressable market [1] Industry Context - Other travel companies, including Marriott and United Airlines, are also seeing strong performance from high-end travelers, while lower-end customers face challenges due to inflation and economic uncertainty [1]

Shares of Airbnb sank 3% in extended trading on Thursday after the company reported fourth-quarter results that missed analysts' earnings expectations.Here's how the company did based on analysts' estimates compiled by LSEG:Earnings per share: 56 cents vs. 66 cents expectedRevenue: $2.78 billion vs. $2.72 billion expectedThe company reported net income of $341 million, or 56 cents per share, down from $461 million, or 73 cents per share, a year earlier. Airbnb attributed the lower figure to $90 million of n ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________ FORM 10-K ______________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_____ to _____ Commission File Number: 001-39778 ______________ Airbnb, Inc. (Exact Name of Registrant as Specified ...

Exhibit 99.1 QQ4 C Q4 2025 | | | Q4 2025 | FY 2025 | | --- | --- | --- | --- | | Key Financial Measures | Revenue | $2.8B | $12.2B | | | | 12% Y/Y | 10% Y/Y | | | | 11% Y/Y (ex-FX) | 10% Y/Y (ex-FX) | | | Net Income | SB41M | $2.5B | | | | 12% Net income margin | 21% Net income margin | | | Adjusted EBITDA* | $786M | $4.3B | | | | 28% Adjusted EBITDA Margin | 35% Adjusted EBITDA Margin | | | Free Cash Flow ("FCF")* | $521M | $4.6B | | | | 19% FCF Margin | 38% FCF Margin | | Key Business Metrics | Gross Book ...

primeimages/E+ via Getty Images The following segment was excerpted from the Artisan Value Fund Q4 2025 Commentary. The portfolio outperformed the Russell 1000® Value Index in Q4. For the year, the portfolio participated strongly, returning 14.28% (investor share), but trailed the index's 15.91% return. Taking a longer ...

Core Insights - Results are expected from Airbnb, Applied Materials, and Coinbase, indicating significant upcoming financial disclosures that may impact their respective industries and stock performance [1] Group 1: Company-Specific Insights - Airbnb is set to release its financial results, which will provide insights into its recovery trajectory post-pandemic and the overall health of the travel and hospitality sector [1] - Applied Materials is anticipated to report its earnings, which will shed light on the semiconductor industry's current state and future outlook, particularly in relation to technology demand [1] - Coinbase's upcoming results will be crucial for understanding the cryptocurrency market's dynamics and the company's performance amidst regulatory challenges and market volatility [1]