Airbnb, Inc. (NASDAQ:ABNB) Morgan Stanley Technology, Media & Telecom Conference Call March 6, 2023 5:40 PM ET Company Participants Brian Chesky - Co-Founder and Chief Executive Officer Conference Call Participants Brian Nowak - Morgan Stanley Brian Nowak All right. Good afternoon. We are thrilled for our next fireside chat keynote with Brian Chesky, the CEO and Co-Founder of Airbnb. Brian, good to see you again. Brian Chesky Yes. It's good to be back. Brian Nowak Yes. Great to see you live. Before we get s ...

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, 2022 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 in Its Charter) __ ...

Airbnb, Inc. (NASDAQ:ABNB) Q4 2022 Earnings Conference Call February 14, 2023 4:30 PM ET Company Participants Ellie Mertz - VP, Finance & IR Brian Chesky - Co-Founder, CEO, Head, Community & Chairman David Stephenson - CFO & Head, Employee Experience Conference Call Participants Jed Kelly - Oppenheimer Richard Clarke - Sanford C. Bernstein & Co. Ronald Josey - Citigroup Stephen Ju - Crédit Suisse Mario Lu - Barclays Bank John Colantuoni - Jefferies Deepak Mathivanan - Wolfe Research Brian Nowak - Morgan Sta ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 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 S ...

Airbnb, Inc. (NASDAQ:ABNB) Q3 2022 Earnings Conference Call November 1, 2022 4:30 PM ET Company Participants Ellie Mertz - Vice President, Finance Brian Chesky - Co-Founder and Chief Executive Officer Dave Stephenson - Chief Financial Officer Conference Call Participants Lloyd Walmsley - UBS Naved Khan - Truist Securities Nick Jones - JMP Securities Brian Fitzgerald - Wells Fargo Brian Nowak - Morgan Stanley Doug Anmuth - JPMorgan Justin Post - Bank of America Mario Lu - Barclays Bernie McTernan - Needham & ...

Summary of Airbnb, Inc. Conference Call Company Overview - **Company**: Airbnb, Inc. (NASDAQ: ABNB) - **Event**: Goldman Sachs Communacopia & Technology Conference - **Date**: September 13, 2022 - **Key Executive**: Brian Chesky, Founder and CEO Key Points and Arguments Industry Context and Company Resilience - The pandemic caused an unprecedented disruption in travel, with Airbnb's business in China dropping by 80% in early 2020, leading to an overall 80% decline in business within eight weeks [4][5] - The CEO emphasized the need for decisive action during the crisis, focusing on cash preservation and stakeholder consideration [7] - Airbnb adapted its business model, simplifying operations and discovering that brand strength allowed for a quick recovery without heavy marketing [8][9] Changes in Travel Behavior Post-Pandemic - The travel industry is unlikely to return to pre-pandemic norms; remote work and flexibility are here to stay, leading to longer stays and more diverse travel destinations [13][14] - Business travel is recovering but will not revert to previous patterns; there will be a shift towards longer stays and group gatherings [14][16] - The CEO noted that travel is expanding beyond major cities to include a wider range of destinations, as people seek unique experiences [15] Marketing Strategy - Airbnb's marketing approach combines performance marketing with brand marketing, focusing on educating consumers about unique offerings rather than traditional customer acquisition [21][56] - The company has a strong brand presence, with approximately 500,000 articles written about Airbnb annually, contributing to its recognition [21] Product Innovations - **Airbnb Categories**: Launched to categorize homes by unique features rather than just location, enhancing user discovery and engagement [22][27] - **AirCover**: A protection program for both hosts and guests, significantly improving user satisfaction and trust [28][30] - The CEO compared AirCover to Amazon Prime, suggesting it could become a major franchise for Airbnb [30][31] Supply Growth and Host Recruitment - Airbnb's supply growth is driven by previous guests becoming hosts, with 36% of new hosts being former guests [34][35] - The company is focused on lowering barriers for new hosts through programs like "Ask a Superhost," which connects potential hosts with experienced ones [37][40] - The CEO highlighted the importance of individual hosts, noting that 90% of hosts are not property managers, which presents a significant growth opportunity [43] Future Outlook and Strategic Focus - Airbnb aims to maintain a balance between organic growth and opportunistic inorganic growth, with a focus on innovative ideas and enhancing user experience [64][66] - The company is exploring new monetization opportunities, particularly in long-term stays, which account for 20% of bookings [65] - The CEO believes that travel will become increasingly important as a means of connection in a world where many interactions are digital [69][70] Conclusion - Airbnb is positioned to capitalize on the evolving travel landscape, focusing on unique experiences, flexible travel options, and a strong community of hosts and guests. The company is committed to innovation and maintaining a strong brand presence while adapting to changing consumer behaviors in the post-pandemic world [60][70]

Airbnb, Inc. (NASDAQ:ABNB) Evercore ISI 2nd Annual Technology, Media & Telcom Conference Call September 7, 2022 8:45 AM ET Company Participants Ellie Mertz - Vice President of Finance Conference Call Participants Mark Mahaney - Evercore ISI Mark Mahaney I'm Mark Mahaney, Head of Internet Research here at Evercore ISI. Thrilled to have Ellie Mertz here. Elena Mertz. Ellie Mertz here, VP of Finance at Airbnb. Ellie, you've been with Airbnb for five years, seven years, nine years. Ellie Mertz Almost 10. Mark ...

Airbnb, Inch. (NASDAQ:ABNB) Q2 2022 Earnings Conference Call August 2, 2022 4:30 PM ET Company Participants Ellie Mertz - VP, Finance & IR Brian Chesky - Co-Founder, CEO, Head of Community & Chairman David Stephenson - Interim Head, Global Employee Experience & CFO Conference Call Participants Lloyd Walmsley - UBS Mario Lu - Barclays Bank Brian Nowak - Morgan Stanley John Colantuoni - Jefferies Stephen Ju - Crédit Suisse Brian Fitzgerald - Wells Fargo Securities Justin Patterson - KeyBanc Capital Markets T ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 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 Specif ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________ FORM 10-Q ______________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 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 Speci ...