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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ken Gawrelski | Wells Fargo | 7 | 0% |
| Rick Clarke | Bernstein | 6 | 33% |
| Ron Josey | Citigroup | 6 | 0% |
| Jed Kelly | Oppenheimer | 6 | 0% |
| Brian Nowak | Morgan Stanley | 5 | 0% |
| John Colantuoni | Jefferies | 5 | 0% |
| Doug Anmuth | JPMorgan | 5 | 20% |
| Justin Post | Bank of America | 5 | 20% |
| Kevin Kopelman | TD Cowen | 5 | 0% |
| Lee Horowitz | Deutsche Bank | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 7 | 0% |
| JPMorgan | 2 | 6 | 17% |
| Oppenheimer | 1 | 6 | 0% |
| Citigroup | 1 |
| 6 |
| 0% |
| Bernstein | 1 | 6 | 33% |
| Morgan Stanley | 1 | 5 | 0% |
| Bank of America | 1 | 5 | 20% |
| Jefferies | 1 | 5 | 0% |
Airbnb exceeded guidance with 18% revenue growth to $2.7 billion as gross booking value surged 19% to $29 billion, reflecting broad-based demand acceleration across geographies and categories. Reserve Now Pay Later expanded globally driving conversion gains, while the hotel category continued scaling as a material growth driver. Management raised full-year 2026 revenue growth guidance to low-to-mid teens, up from the prior low-double-digit floor.
Product Launch | Demand | Competitive Dynamics | Geographic Expansion | Innovation & R&D | Cloud & AI | Revenue Growth | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 2 | 5 | 4 | 3 | 2 | 1 | 4 |
| 2025Q1 | 2 | 5 | 3 | 3 | 1 | 1 | 4 | |
| 2025Q2 | 6 | 6 | 3 | 2 | 2 | 2 | 2 | 2 |
| 2025Q3 | 6 | 5 | 3 | 1 | 2 | 3 | 2 | |
| 2025Q4 | 5 | 2 | 3 | 3 | 3 | 2 | 2 | 1 |
| 2026Q1 | 6 | 6 | 7 | 2 | 2 | 3 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 6 | 2 | 6 | 6 | 5 | 6 |
| Demand | 2 | 5 | 6 | 5 | 2 | 6 |
| Competitive Dynamics | 5 | 3 | 3 | 3 | 3 | 7 |
| Geographic Expansion | 4 | 3 | 2 | 1 | 3 | 2 |
| Innovation & R&D | 3 | 1 | 2 | 2 | 3 | 2 |
| Cloud & AI | 2 | 2 | 3 | 2 | 3 | |
| Revenue Growth | 1 | 1 | 2 | 2 | 2 | 4 |
| Margin | 4 | 4 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ABNB Airbnb | 9 | +17.9% | |
| BKNG Booking Holdings | 7 | +16.2% | |
| EXPE Expedia Group | 7 | +14.7% | |
| NCLH Norwegian Cruise Line Holdings | 6 | +9.6% | |
| RCL Royal Caribbean Group | 6 | +11.3% |