Core Viewpoint - Airbnb's Q3 results showed a mixed performance with revenue exceeding expectations but earnings per share falling short, indicating challenges in profitability despite strong operational metrics [3][4][5]. Financial Performance - Revenue for Q3 reached $4.10 billion, slightly above the consensus estimate of $4.08 billion, marking a year-over-year increase of 9.86% from $3.73 billion [4][11]. - Adjusted earnings per share (EPS) were $2.21, missing the estimate of $2.32 by $0.11, representing a 4.7% miss [4][11]. - Net income was $1.37 billion, a marginal increase of 0.44% year-over-year [4][11]. Operational Metrics - Gross Booking Value surged 14% year-over-year to $22.9 billion, with nights and seats booked increasing by 9% to 133.6 million [7][11]. - Operating cash flow rose by 25.79% to $1.36 billion, while free cash flow was reported at $1.35 billion, indicating strong operational performance despite profit growth stagnation [7][11]. Strategic Investments - Management is focusing on international expansion, AI integration, and flexible payment options, which are expected to drive long-term growth at the expense of near-term profitability [6][12]. - The "Reserve Now, Pay Later" feature is contributing to increased U.S. bookings, and expansion into markets like Japan and India is gaining traction [12][13]. Forward Guidance - Q4 2025 guidance projects revenue between $2.66 billion and $2.72 billion, reflecting a growth deceleration compared to Q3 [9][10]. - Management anticipates continued margin pressure, with adjusted EBITDA expected to be flat to slightly down year-over-year [9][10].

Shares of Airbnb rose as much as 5% in extended trading on Thursday after the company reported third-quarter results that beat analysts' estimates for revenue and offered rosy guidance.Here's how the company did based on average analysts' estimates compiled by LSEG:Earnings per share: $2.21 vs. $2.34 cents expectedRevenue: $4.10 billion vs. $4.08 billion expectedRevenue increased 10% from $3.73 billion during the same period last year. The company reported net income of $1.374 billion, or $2.21 per share, u ...

每经AI快讯，11月7日消息，爱彼迎三季度营收41亿美元，分析师预期40.8亿美元；三季度调整后 EBITDA利润率50%，分析师预期49.9%。预计全年调整后EBITDA利润率35%，公司原本预计至少 34.5%；预计四季度营收26.6亿-27.2亿美元，分析师预期26.7亿美元。盘后一度涨约5%。 ...

Core Insights - The short-term rental company reported a quarterly net income of $1.37 billion, indicating increased traveler confidence in making vacation plans [1] Financial Performance - The company achieved a net income of $1.37 billion for the quarter, reflecting a positive trend in the short-term rental market as more travelers are willing to plan vacations [1]

Core Insights - Airbnb Inc. reported that demand remained strong through October and provided a fourth-quarter sales forecast that exceeded expectations [1] Group 1: Demand and Sales Forecast - The company indicated that demand for its vacation-rental services held up well through October [1] - Airbnb's forecast for fourth-quarter sales is above market expectations, suggesting continued strong performance [1] Group 2: Spending and Investments - Despite the positive demand outlook, the company mentioned increased spending on new services and product development [1]

Online accommodations platform Airbnb (NASDAQ:ABNB) met Wall Streets revenue expectations in Q3 CY2025, with sales up 9.7% year on year to $4.10 billion. The company expects next quarter’s revenue to be around $2.69 billion, coming in 0.7% above analysts’ estimates. Its GAAP profit of $2.21 per share was 4.8% below analysts’ consensus estimates. Is now the time to buy Airbnb? Find out in our full research report. Airbnb (ABNB) Q3 CY2025 Highlights: Revenue: $4.10 billion vs analyst estimates of $4.08 bi ...

Airbnb issued a better-than-expected outlook for the holiday quarter, citing strong demand as US travelers used its recently launched “reserve now, pay later” feature to book trips in advance https://t.co/rj4ZqCE4L9 ...

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, 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 in Its Charter) _____ ...

Exhibit 99.1 o DS . . · : i . . III 00000 Q3 2025 | Key Financial | Revenue | | | --- | --- | --- | | Measures | | 10% Y/Y | | | | 10% Y/Y (ex-FX) | | | Net Income | $1.4B | | | | 34% Net income margin | | | Adjusted EBITDA* | $2.1B | | | | 50% Adjusted EBITDA Margin | | | Free Cash Flow ("FCF")* | $1.3B | | | | 33% FCF Margin | | | Trailing Twelve Month ("TTM") FCF* | 4.5B | | | | 38% TTM FCF Margin | | Key Business | Gross Booking | $22.9B | | Metrics | Value ("GBV") | | | | | 14% Y/Y 12% Y/Y (ex-FX) | | ...

Core Insights - Marqeta is collaborating with Klarna to expand the Klarna Card into 15 new European markets, leveraging Visa's Flexible Credential technology [1][2] - The Klarna Card is being rolled out in multiple countries including the UK, Denmark, Germany, Norway, and Poland, and is also available in several other European countries and the U.S. [2] - Marqeta's platform has processed nearly $300 billion in annual payments volume in 2024, demonstrating its scalability and compliance capabilities [2] Company Overview - Marqeta is a modern card issuing platform that enables companies to create customized card programs and embed financial services into their branded experiences [2] - Klarna is a global digital bank and flexible payments provider with over 111 million users and 2.9 million transactions per day [3] - Klarna's network includes over 790,000 retailers, enhancing consumer payment options across various platforms [3] Partnership Dynamics - The partnership between Marqeta and Klarna is aimed at accelerating time-to-market and scaling operations across countries [2] - Marqeta became the first issuer processor in the U.S. certified for Visa Flexible Credential in July 2024, further solidifying its position in the market [2] - The collaboration is expected to continue growing, with both companies eager to innovate and expand their offerings [2]