Core Insights - Airbnb reported Q2 2025 GAAP revenue of $3.10 billion, exceeding consensus estimates by $70 million, and GAAP diluted EPS of $1.03, surpassing the $0.94 estimate, indicating strong financial performance [1][2] - The company experienced double-digit year-over-year growth in bookings, revenue, and profitability, but management indicated slower revenue growth and lower Adjusted EBITDA margins in upcoming quarters due to increased investments [1][5] Financial Performance - Q2 2025 GAAP revenue rose 12.6% year-over-year to $3.10 billion, while net income increased 15.7% to $642 million [2][5] - Adjusted EBITDA climbed 17% to $1.0 billion, with free cash flow declining to $1.0 billion due to working capital swings [5] - Nights and seats booked increased 7% year-over-year to 134.4 million, and gross booking value rose 11% to $23.5 billion [6] Business Overview - Airbnb operates a digital platform for unique accommodations and experiences, facilitating secure payments and reviews across over 200 countries [3] - The company is focusing on scalability and trustworthiness by investing in AI, removing low-quality listings, and launching new product types [4] Product and Market Trends - Airbnb is diversifying its offerings beyond accommodation, introducing services like in-home offerings and local experiences, with over 60,000 applications from potential hosts since May 2025 [8] - The company removed over 500,000 low-quality listings since 2023 to maintain platform trust, and "Superhost" listings saw a 12% increase in nights booked year-over-year [9] Regional Performance - Latin America experienced high-teens percentage growth in bookings, while Asia Pacific saw mid-teens growth; North America showed low-single digit growth [7][11] - Bookings in expansion markets outpaced core markets by a factor of two for the sixth consecutive quarter [7] Future Guidance - For Q3 2025, Airbnb expects revenue between $4.02 billion and $4.10 billion, representing 8% to 10% growth year-over-year, with a forecasted Adjusted EBITDA exceeding $2.0 billion [13][14] - Management anticipates margin pressure in the second half of the year due to approximately $200 million investment in new services and experiences [14]

Not only does Airbnb want to be the "everything app" — where users can book literally everything, from accommodations to experiences and services — it also wants to do the booking for you. Brian Chesky, cofounder and CEO of Airbnb, laid out his vision for the travel app's AI-powered future during the company's second-quarter earnings call on Wednesday. Airbnb beat revenue expectations for quarter two and announced a $6 billion stock buyback, but said it expected slower growth in Q3. The stock was down more ...

爱彼迎(ABNB.US)发布优于预期的第三季度业绩展望，夏季旅游需求表现强劲，但警告称由于去年同期基数较高，今年晚些时候增速可能难以维持。财报显 示，公司第二季度预订夜数和座位总数增长7.4%，达到1.344亿。营收为31亿美元，高于预期的30.3亿美元。净利润为6.42亿美元，分析师预期为5.993亿美 元。 该公司表示，截至9月30日的季度，其关键指标——预订间夜量和体验人次增长率预计将较第二季度7.4%的水平保持"相对稳定"，这与华尔街预期的7%增幅 基本一致。 第三季度营收预计在40.2亿至41亿美元之间，中值亦超过分析师平均预期。爱彼迎在信中表示："展望第三季度，当前需求趋势令人鼓舞"，并指出7月北美 地区预订间夜量增速加快。 但公司预计本季度末至第四季度将面临更严峻的同比基数压力，"下半年增长率将承压"。去年下半年，随着游客最终兑现被推迟的旅行计划，爱彼迎业绩异 常强劲。 该股盘后下跌6.3%。爱彼迎同时宣布新的60亿美元股票回购计划，此前其二季度自由现金流超预期达10亿美元。 此次财报发布前，同业Booking Holdings刚给出平淡预期，警告经济不确定性加剧将抑制旅行需求。 爱彼迎称，二季 ...

Airbnb's strong quarterly results on Wednesday showed that despite economic uncertainty due to global tariffs and geopolitical instability, consumers are resilient. By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions . But the company, led by CEO Brian Chesky, suggested to investors in a letter to shareholders that things could turn less positi ...

Market Overview - Major indexes showed mixed performance with the Dow up +81 points (+0.19%), S&P 500 up +45 points (+0.73%), Nasdaq up +252 points (+1.21%), while the Russell 2000 fell -4.38 points (-0.20%) [1] - Over the past month, three of the four major indexes are in the green, with only the Dow in the red [2] Company Earnings Reports - **DoorDash (DASH)** reported Q2 earnings of $0.65 per share, exceeding expectations by nearly +55%, with revenues of $3.3 billion, a +25% year-over-year growth, and total orders increasing by +20% to 761 million [3] - **Airbnb (ABNB)** posted Q2 earnings of $1.03 per share, slightly above estimates, with revenues of $3.1 billion, surpassing the anticipated $3.04 billion and reflecting a +13% year-over-year growth [4] - **Applovin (APP)** achieved Q2 earnings of $2.39 per share on revenues of $1.26 billion, both figures exceeding estimates, marking the company's ninth consecutive earnings beat, although shares fell over -6% post-announcement [5] - **e.l.f. Beauty (ELF)** reported fiscal Q1 earnings of $0.89 per share on $354 million in sales, slightly above expectations, but noted a -30% net income overall due to reliance on Chinese products [6] - **Duolingo (DUOL)** saw shares rise +22% after reporting Q2 earnings of $0.91 per share, significantly above the expected $0.55, with revenues of $252.3 million, a +41% year-over-year growth, and Daily Active Users increasing by +40% to 47.7 million [7]

Again, let's start with Airbnb. Those shares moving higher, up about 2% in the after hours after beating on the top and bottom line. EPS coming in at a$13 cents ahead of the 93 cents expected.Revenue also a slight beat, 3.1% billion against the 3.04% billion street estimate thanks to solid growth in nightst. Now, gross booking value, which reflects what hosts are earning, that was a standout at 23.5% billion, beating expectations of 22.7% billion. Nights booked on Airbnb accelerated from April to July.And t ...

Core Insights - Airbnb, Inc. reported quarterly earnings of $1.03 per share, exceeding the Zacks Consensus Estimate of $0.93 per share, and up from $0.86 per share a year ago, representing an earnings surprise of +10.75% [1] - The company generated revenues of $3.1 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.01%, compared to $2.75 billion in the same quarter last year [2] - Airbnb has outperformed consensus revenue estimates four times over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.26 on revenues of $4.04 billion, and for the current fiscal year, it is $4.20 on revenues of $12.06 billion [7] - The trend of estimate revisions for Airbnb was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Leisure and Recreation Services industry, to which Airbnb belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

That's quartell on Wall Street and now it's market domination overtime. We're giving you full team coverage of all the moves to get you up to speed on the action from today's trade. Jessica Inskuit, director of investor research at stockbrokers.com as well as Yahoo Financ's Josh Schaefer joining us here to break down the moves. Josh, going to start with you on that close. >> Hey Josh.Yes, we did have all three major averages closed today higher. You can see the Dow Jones Industrial Average closing almost 10 ...

Financial Data and Key Metrics Changes - Airbnb reported 134 million nights and seats booked in Q2, up 7% year over year, with growth rates for May and June outpacing Q1 [14] - Revenue for the quarter was $3.1 billion, representing a 13% year-over-year increase, with adjusted EBITDA of $1 billion and a margin of 34%, up from 32.5% last year [15] - Net income reached $642 million, with EPS of $1.3, reflecting a 1620% growth [16] - Free cash flow for Q2 was $1 billion, contributing to a total of $4.3 billion over the past twelve months, resulting in a free cash flow margin of 37% [16][17] Business Line Data and Key Metrics Changes - The introduction of "nights and seats booked" includes both nights booked for stays and total seats booked for services and experiences, indicating a new metric for performance tracking [15] - The company launched Airbnb services and reimagined experiences, generating significant media coverage and social media impressions [11][12] - The average guest rating for services and experiences since launch is 4.93 stars, outperforming the 4.8 average rating for homes [12] Market Data and Key Metrics Changes - Growth rates by region showed Latin America in the high teens, Asia Pacific in the mid-teens, EMEA in the middle single digits, and North America in the low single digits [15] - Japanese travelers booked more nights in Q2 compared to Q1, driven by a 15% year-over-year increase in first-time bookers [9] Company Strategy and Development Direction - Airbnb's strategic priorities include perfecting core services, accelerating growth in global markets, and expanding beyond stays [7][10] - The company is focusing on partnerships with major events like the Tour de France and FIFA World Cup to enhance brand awareness and grow supply in key markets [9][10][102] - The company aims to increase the attach rate for experiences and services, with a focus on local demand and enhancing user engagement through app redesign [22][28][64] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about current demand trends, particularly in the U.S., while acknowledging potential challenges in year-over-year comparisons later in the year [18][19] - The company expects Q3 revenue to be between $4.02 billion and $4.1 billion, with year-over-year growth of 8% to 10% [18] - Management highlighted the importance of improving pricing competitiveness and targeting underpenetrated demographics in the U.S. market [75][76] Other Important Information - Airbnb announced a new share repurchase program with authorization to purchase up to an additional $6 billion of Class A common stock [17] - The company has reduced its fully diluted share count by 8% since introducing its share repurchase program in 2022 [17] Q&A Session Summary Question: What is the attach rate for Airbnb experiences? - Management noted that they are impressed with the awareness of Airbnb experiences and believe the attach rate could be significantly higher than previous iterations, focusing on quality listings and raising awareness [22][25][26] Question: What headwinds are expected in Q3 from events like the Paris Olympics? - Management indicated that while they expect some deceleration in growth rates due to tougher year-over-year comparisons, they are optimistic about the overall growth trajectory [32][34] Question: How is marketing evolving for services and experiences? - Management stated that they plan to market the entire Airbnb offering together, leveraging social media for targeted advertising, which is becoming increasingly important for travel search [40][44][46] Question: How is the company managing the quality of experiences? - Management emphasized that every experience is vetted before being listed, resulting in higher average ratings compared to homes, and they are confident in their ability to scale while maintaining quality [52][53][91] Question: What are the key priorities for accelerating growth in the U.S.? - Management highlighted the importance of improving usability, pricing competitiveness, and targeting specific demographics to drive growth in the U.S. market [75][76][82]

Financial Data and Key Metrics Changes - Airbnb reported Q2 revenue of $3.1 billion, a 13% year-over-year increase, with adjusted EBITDA of $1 billion, representing a 34% margin, up from 32.5% last year [15][16] - Net income reached $642 million, with EPS of $1.3, reflecting a 1620% growth [16] - Nights and seats booked totaled 134 million, up 7% year-over-year, with significant growth in May and June [14][15] Business Line Data and Key Metrics Changes - The company made progress in its three strategic priorities: perfecting core services, accelerating growth in global markets, and expanding beyond stays [6][21] - The launch of Airbnb services and reimagined experiences generated over 13,000 press stories and nearly 660 million social media impressions [11] - The average guest rating for services and experiences since launch is 4.93 stars, outperforming the 4.8 average rating for homes [12] Market Data and Key Metrics Changes - Latin America grew in the high teens, Asia Pacific in the mid-teens, EMEA in the middle single digits, and North America in the low single digits [15] - Japanese travelers booked more nights in Q2 compared to Q1, driven by a 15% year-over-year increase in first-time bookers [7] - The company is seeing strong growth in expansion markets, which have grown at twice the rate of core markets for six consecutive quarters [7] Company Strategy and Development Direction - Airbnb aims to perfect its core service, accelerate growth in global markets, and expand its business beyond stays [6][21] - The company is focusing on partnerships with major events like the Tour de France and FIFA World Cup to enhance brand awareness and grow supply [8][9] - The strategy includes significant investments in new businesses, with approximately $200 million earmarked for 2025 [20][105] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about current demand trends, particularly in the U.S., but acknowledged tougher year-over-year comparisons towards the end of Q3 and into Q4 [18][19] - The company expects Q3 revenue to be between $4.02 billion and $4.1 billion, representing year-over-year growth of 8% to 10% [18] - Management believes there is significant room for growth in the U.S. market, which remains heavily hotel-dominated [77][78] Other Important Information - Airbnb has a strong balance sheet with $11.4 billion in corporate cash and investments, allowing for a new share repurchase program of up to $6 billion [16][17] - The company has reduced its fully diluted share count by 8% since introducing its share repurchase program in 2022 [17] Q&A Session Summary Question: What is the attach rate for Airbnb experiences? - Management is optimistic about the attach rate for experiences, noting that awareness has significantly increased since the launch, with a focus on improving supply and entry points [23][25][26] Question: What headwinds are expected in Q3 from events like the Paris Olympics? - Management indicated that while Q3 may face tougher year-over-year comparisons, the overall growth trend remains positive, particularly in expansion markets [33][36] Question: How is Airbnb approaching marketing for services and experiences? - The company plans to market its entire offering as a bundled service, shifting focus from traditional advertising to social media, which is becoming a key channel for travel search [41][44][46] Question: How is Airbnb managing the quality of experiences? - Airbnb vets every experience before it is listed, resulting in higher average ratings for experiences compared to homes, indicating a strong focus on quality [52][53] Question: Is Airbnb considering acquisitions to accelerate growth? - Management is open to acquisitions but has primarily focused on organic growth; however, they are now better positioned to consider acquisitions due to a rebuilt tech platform [58][59] Question: What are the key priorities for accelerating growth in the U.S.? - Key priorities include improving usability, enhancing pricing competitiveness, and increasing supply in constrained markets [116][118]