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Airbnb

Guidance from Airbnb’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
15 items
Releases tracked
8
Latest release
Aug 6, 2026
Data checked
Aug 6, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Aug 6, 2026 release

Each item compared with the same item in the previous release (May 7, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewRevenuefor Q3 FY2026—“$4.69 billion to $4.77 billion”Filing ↗
LoweredRevenue growth (Y/Y)for FY2026“accelerate to low to mid teens”“at least mid teens”Filing ↗
NewRevenue year-over-year growthfor Q3 FY2026—“15% to 17%”Filing ↗
RaisedRevenue year-over-year growthfor FY2026“accelerate to low to mid teens”“improve to at least mid teens”Filing ↗
NewAdjusted EBITDAfor Q3 FY2026—“increase year-over-year”Filing ↗
NewAdjusted EBITDA Marginfor Q3 FY2026—“down slightly compared to Q3 2025”Filing ↗
NewAdjusted EBITDA Marginfor FY2026—“at least 35.5%”Filing ↗
NewGBV growth (Y/Y)for Q3 FY2026—“mid teens”Filing ↗
NewGBV year-over-year growthfor Q3 FY2026—“mid teens”Filing ↗
NewImplied take ratefor Q3 FY2026—“remain relatively in-line year-over-year”Filing ↗
ReiteratedEffective tax ratefor FY2026“high teens”“high teens”Filing ↗
Show 2 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedLong-term effective tax ratefor the long term“decline to the mid-to-high teens”—Filing ↗
Not restatedSBC expense growthfor the long term“will grow largely in-line with headcount growth”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Revenue“$4.69 billion to $4.77 billion”for Q3 FY2026GAAP-tiedAug 6, 20261Filing ↗
Revenue growth (Y/Y)“at least mid teens”for FY2026GAAP-tiedFeb 12, 20263Filing ↗
Revenue year-over-year growth“15% to 17%”for Q3 FY2026GAAP-tiedAug 6, 20261Filing ↗
Revenue year-over-year growth“improve to at least mid teens”for FY2026GAAP-tiedFeb 12, 20263Filing ↗
Adjusted EBITDA“increase year-over-year”for Q3 FY2026Company-definedAug 6, 20261Filing ↗
Adjusted EBITDA Margin“down slightly compared to Q3 2025”for Q3 FY2026Company-definedAug 6, 20261Filing ↗
Adjusted EBITDA Margin“at least 35.5%”for FY2026Company-definedAug 6, 20261Filing ↗
Adjusted EBITDA Margin“at least 35%”for FY2026Company-definedMay 7, 20261Filing ↗
Effective tax rate“high teens”for FY2026GAAP-tiedMay 7, 20262Filing ↗
GBV growth (Y/Y)“mid teens”for Q3 FY2026Company-definedAug 6, 20261Filing ↗
GBV year-over-year growth“mid teens”for Q3 FY2026Company-definedAug 6, 20261Filing ↗
Implied take rate“remain relatively in-line year-over-year”for Q3 FY2026Company-definedAug 6, 20261Filing ↗
SBC and headcount growth rate (Y/Y)“lower than 2025”for FY2026Company-definedFeb 12, 20261Filing ↗
Long term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Long-term effective tax rate“decline to the mid-to-high teens”for the long termGAAP-tiedNov 6, 20252Filing ↗
SBC expense growth“will grow largely in-line with headcount growth”for the long termCompany-definedNov 7, 20241Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Share repurchase authorization remaining“$5.6 billion”—Declared actionFeb 12, 20261Filing ↗
Share repurchase program“authorization to purchase up to an additional $6 billion”—Declared actionAug 6, 20251Filing ↗

How one item moved

Revenue growth (Y/Y), for FY2026 — every statement across the year, each linked to its filing.

Feb 12, 2026
New
“at least low double digits”
May 7, 2026
Raised
“accelerate to low to mid teens”
Aug 6, 2026
Lowered
“at least mid teens”

How your Online travel & lodging sector group guides

12 companies in Online travel & lodging. What they guide on, and who reported this season.

Most-guided metric families
Adjusted EBITDA
11
Revenue
9
Dividends
8
Buybacks
8
Adjusted EPS
6
Capex
6
GAAP EPS
5
Tax rate
4
This season’s releases
CarnivalSep 29, 202636 changes
AirbnbAug 6, 202610 changes
Choice HotelsAug 5, 202613 changes
Expedia GroupAug 5, 20266 changes
Booking HoldingsAug 4, 20267 changes
Marriott InternationalAug 3, 202615 changes
Hyatt HotelsJul 30, 20266 changes
Norwegian Cruise Line HoldingsJul 30, 202645 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025FY2024Long-termNo period
FX tailwind to revenue growth1 statement————
Revenue6 statements6 statements1 statement——
Revenue growth rate—1 statement———
Revenue Y/Y growth—1 statement———
Revenue year-over-year growth6 statements4 statements1 statement——
The full record for Airbnb and its Online travel & lodging peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Aug 6, 2026FY2026 Q20001193125-26-33792812Open filing ↗
May 7, 2026FY2026 Q10001193125-26-21181613Open filing ↗
Feb 12, 2026FY2025 Q40001193125-26-04867010Open filing ↗
Nov 6, 2025FY2025 Q30001193125-25-2694328Open filing ↗
Aug 6, 2025FY2025 Q20001193125-25-17443811Open filing ↗
May 1, 2025FY2025 Q10001193125-25-10993410Open filing ↗
Feb 13, 2025FY2024 Q40001193125-25-02605414Open filing ↗
Nov 7, 2024FY2024 Q30001193125-24-25310315Open filing ↗
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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