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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Airbnb (ABNB) is 9/10.
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.
Scored from Airbnb’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.48B | +11.8% | $0.73 | +232.7% | 17.3% | 18.6% | $466M |
| FY2025 Q1 | $2.27B | +6.1% | $0.25 | -39.0% | 1.7% | 6.8% | $1.79B |
| FY2025 Q2 | $3.10B | +12.7% | $1.03 | +19.8% | 19.8% | 20.7% | $952M |
| FY2025 Q3 | $4.09B | +9.7% | $2.21 | +3.8% | 39.7% | 33.6% | $1.36B |
| FY2025 Q4 | $2.78B | +12.0% | $0.54 | -26.0% | 9.7% | 12.3% | $533M |
| FY2026 Q1 | $2.68B | +17.9% | $0.26 | +4.0% | 3.2% | 6.0% | $1.71B |
| FY2026 Q2 | $3.61B | +16.5% | $1.37 | +33.0% | 21.0% | 22.6% | $2.98B |