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
Adjusted EBITDA Margin
“at least 35.5%”
Period
FY2026
Measure
Company-defined measure
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
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
A CLOSER LOOK Helpful services at your service Great trips include more
than where you stay. Travel is easier when there’s a rental car ready to go, a place to store luggage before check-in, or groceries delivered to your door. These new services are the first of many ways we’re making the whole trip
smoother, right in the Airbnb app. 8
GUEST SPOTLIGHT Driving guest growth To boost guest conversion, we
redesigned the homepage, streamlined the sign-up flow, and introduced more flexible cancellation and expanded payment options. Search and discovery Login and sign-up The personalized homepage helps guests find the perfect home, An entirely new login
and sign-up flow has improved how easily experience, or service for their trip. new and returning guests access Airbnb. Flexible cancellation policies Payments and checkout Guests book with more confidence now that it’s easier The flexibility
of Reserve Now, Pay Later and a streamlined checkout to understand their cancellation options
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.