Airbnb — Aug 6, 2026 release
Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001193125-26-337928
Showing in the filing
Revenue
“$4.69 billion to $4.77 billion”
Period
Q3 FY2026
Measure
GAAP-tied
Source
Prose
All guidance in this release · 12
Revenue for Q3 FY2026
“$4.69 billion to $4.77 billion”
Revenue year-over-year growth for Q3 FY2026
“15% to 17%”
Implied take rate for Q3 FY2026
“remain relatively in-line year-over-year”
GBV growth (Y/Y) for Q3 FY2026
“mid teens”
GBV year-over-year growth for Q3 FY2026
“mid teens”
Adjusted EBITDA for Q3 FY2026
“increase year-over-year”
Adjusted EBITDA Margin for Q3 FY2026
“down slightly compared to Q3 2025”
Revenue year-over-year growth for FY2026
“improve to at least mid teens”
Revenue growth (Y/Y) for FY2026
“at least mid teens”
Adjusted EBITDA Margin for FY2026
“at least 35.5%”
Effective tax rate for FY2026
“high teens”
Migration of remaining hosts to single 15.5%…
“expected to be completed this year”
Exhibit 99.1 · the passage around this item
… earlier in the release
The uplift in revenue growth and margin reflects the strong demand on our platform, benefits from investments we’ve made in talent, technology, and marketing as well as
strong execution across our product roadmap. We continue to focus on investing behind our growth initiatives. Q3 2026 ¦ We expect to generate revenue of $4.69 billion to $4.77 billion, representing year-over-year growth of 15% to 17%, inclusive
of an approximate three percentage point FX tailwind after factoring in our hedging program. We expect our implied take rate to remain relatively in-line year-over-year. ¦ We expect year-over-year GBV growth to be in the mid teens, driven by
low double-digit growth in Nights and Seats Booked and a moderate increase in ADR due to mix shift and price appreciation. ¦ We expect Adjusted EBITDA to increase year-over-year and Adjusted EBITDA Margin to be down slightly compared to Q3
2025, due to timing of investments. Full-year 2026 ¦ For full-year 2026, we now expect year-over-year revenue growth to improve to at least mid teens, supported by the accelerated pace of Nights and Seats Booked we’ve observed, traction
from product and growth initiatives, as well as continued strong travel demand. ¦ For 2026, we now expect to deliver a full-year Adjusted EBITDA Margin of at least 35.5%— an improvement from 2025 that reflects stronger topline growth and
underlying operating leverage in our core business, while continuing to invest behind opportunities to drive future growth. 7
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later in the release …
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other guidance in this release
Text is the filed exhibit, verbatim.