ABNB
Airbnb, Inc.
Overview
Airbnb operates a global online marketplace that connects hosts offering short-term rental homes, experiences, and services with guests across over 220 countries and regions. The platform serves millions of hosts and guests through tools for listing management, booking, payments, and trust and safety features.
Airbnb, Inc is a Consumer Cyclical company operating in Travel Services with a $84.52B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0711 Q&A exchanges
- Q4 FY2025Earnings2026-02-1212 Q&A exchanges
- Q3 FY2025Earnings2025-11-0613 Q&A exchanges
- Q2 FY2025Earnings2025-08-0623 Q&A exchanges
- Q1 FY2025Earnings2025-05-0118 Q&A exchanges
- Q4 FY2024Earnings2025-02-1317 Q&A exchanges
- Q3 FY2024Earnings2024-11-0717 Q&A exchanges
- Q2 FY2024Earnings2024-08-0615 Q&A exchanges
- Q1 FY2024Earnings2024-05-0833 Q&A exchanges
- Q4 FY2023Earnings2024-02-1318 Q&A exchanges
- Q3 FY2023Earnings2023-11-0117 Q&A exchanges
- Q2 FY2023Earnings2023-08-0324 Q&A exchanges
- Q1 FY2023Earnings2023-05-0917 Q&A exchanges
- Q4 FY2022Earnings2023-02-1423 Q&A exchanges
- Q3 FY2022Earnings2022-11-0128 Q&A exchanges
- Q2 FY2022Earnings2022-08-0227 Q&A exchanges
- Q1 FY2022Earnings2022-05-0318 Q&A exchanges
- Q4 FY2021Earnings2022-02-1517 Q&A exchanges
- Q3 FY2021Earnings2021-11-0429 Q&A exchanges
- Q2 FY2021Earnings2021-08-1217 Q&A exchanges
- Q1 FY2021Earnings2021-05-1321 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $1.25—Rev— vs ——EODHD
- Q1 FY20262026-05-06EPS$0.26 vs $0.31-16.1%Rev$2.68B vs ——EODHD
- Q4 FY20252026-02-11EPS$0.56 vs $0.66-15.2%Rev$2.78B vs ——EODHD
- Q3 FY20252025-11-05EPS$2.21 vs $2.32-4.7%Rev$4.09B vs ——EODHD
- Q2 FY20252025-08-05EPS$1.03 vs $0.94+9.6%Rev$3.10B vs ——EODHD
- Q1 FY20252025-04-30EPS$0.24 vs $0.240.0%Rev$2.27B vs ——EODHD
- Q4 FY20242025-02-12EPS$0.73 vs $0.58+25.9%Rev$2.48B vs ——EODHD
- Q3 FY20242024-11-06EPS$2.13 vs $2.130.0%Rev$3.73B vs ——EODHD
- Q2 FY20242024-08-05EPS$0.86 vs $0.95-9.5%Rev$2.75B vs ——EODHD
- Q1 FY20242024-05-07EPS$0.41 vs $0.23+78.3%Rev$2.14B vs ——EODHD
- Q4 FY20232024-02-12EPS$0.76 vs $0.62+22.6%Rev$2.22B vs ——EODHD
- Q3 FY20232023-10-31EPS$6.63 vs $2.15+100.0%Rev$3.40B vs ——EODHD
- Q2 FY20232023-08-02EPS$0.98 vs $0.79+24.1%Rev$2.48B vs ——EODHD
- Q1 FY20232023-05-08EPS$0.18 vs $0.15+20.0%Rev$1.82B vs ——EODHD
- Q4 FY20222023-02-13EPS$0.48 vs $0.33+45.5%Rev$1.90B vs ——EODHD
- Q3 FY20222022-10-31EPS$1.79 vs $1.55+15.5%Rev$2.88B vs ——EODHD
- Q2 FY20222022-08-01EPS$0.65 vs $0.52+25.0%Rev$2.10B vs ——EODHD
- Q1 FY20222022-05-02EPS$-0.01 vs $-0.24+95.8%Rev$1.51B vs ——EODHD
- Q4 FY20212022-02-14EPS$0.08 vs $-0.03+100.0%Rev$1.53B vs ——EODHD
- Q3 FY20212021-11-03EPS$1.23 vs $0.83+48.2%Rev$2.24B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $1.25 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-06 | $0.26 | $0.31 | -16.1% | $2.68B | — | — | EODHD |
| Q4 FY2025 | 2026-02-11 | $0.56 | $0.66 | -15.2% | $2.78B | — | — | EODHD |
| Q3 FY2025 | 2025-11-05 | $2.21 | $2.32 | -4.7% | $4.09B | — | — | EODHD |
| Q2 FY2025 | 2025-08-05 | $1.03 | $0.94 | +9.6% | $3.10B | — | — | EODHD |
| Q1 FY2025 | 2025-04-30 | $0.24 | $0.24 | 0.0% | $2.27B | — | — | EODHD |
| Q4 FY2024 | 2025-02-12 | $0.73 | $0.58 | +25.9% | $2.48B | — | — | EODHD |
| Q3 FY2024 | 2024-11-06 | $2.13 | $2.13 | 0.0% | $3.73B | — | — | EODHD |
| Q2 FY2024 | 2024-08-05 | $0.86 | $0.95 | -9.5% | $2.75B | — | — | EODHD |
| Q1 FY2024 | 2024-05-07 | $0.41 | $0.23 | +78.3% | $2.14B | — | — | EODHD |
| Q4 FY2023 | 2024-02-12 | $0.76 | $0.62 | +22.6% | $2.22B | — | — | EODHD |
| Q3 FY2023 | 2023-10-31 | $6.63 | $2.15 | +100.0% | $3.40B | — | — | EODHD |
| Q2 FY2023 | 2023-08-02 | $0.98 | $0.79 | +24.1% | $2.48B | — | — | EODHD |
| Q1 FY2023 | 2023-05-08 | $0.18 | $0.15 | +20.0% | $1.82B | — | — | EODHD |
| Q4 FY2022 | 2023-02-13 | $0.48 | $0.33 | +45.5% | $1.90B | — | — | EODHD |
| Q3 FY2022 | 2022-10-31 | $1.79 | $1.55 | +15.5% | $2.88B | — | — | EODHD |
| Q2 FY2022 | 2022-08-01 | $0.65 | $0.52 | +25.0% | $2.10B | — | — | EODHD |
| Q1 FY2022 | 2022-05-02 | $-0.01 | $-0.24 | +95.8% | $1.51B | — | — | EODHD |
| Q4 FY2021 | 2022-02-14 | $0.08 | $-0.03 | +100.0% | $1.53B | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $1.23 | $0.83 | +48.2% | $2.24B | — | — | EODHD |
Source: EODHD. ABNB reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks ABNB's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.72 | $3.14 | -13.4% | -5.1% | -5.4% |
| Q4 FY2026 | $2.91 | $3.08 | -5.6% | -3.9% | -5.1% |
| Q3 FY2026 | $2.35 | $2.96 | -20.7% | +3.9% | +5.8% |
| Q2 FY2026 | $2.87 | $3.12 | -8.1% | +0.5% | +2.8% |
| Q1 FY2025 | $2.59 | $3.13 | -17.3% | -5.6% | -7.1% |
| Q4 FY2025 | $2.57 | $3.20 | -19.6% | -5.4% | -4.1% |
| Q3 FY2025 | $3.04 | $3.33 | -8.6% | +1.5% | +0.3% |
| Q2 FY2025 | $2.96 | $3.14 | -5.8% | -3.2% | -5.6% |
| Q1 FY2024 | $2.87 | $3.15 | -9.0% | +6.1% | +7.9% |
| Q4 FY2024 | $3.00 | $3.20 | -6.4% | -0.3% | -1.5% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Brian CheskyCEO6 mo21 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance raise Q3 FY2026
- Elinor MertzCFO6 mo1 callCurrentSample
CFO since 2025 • 3/4 beats (75%) • guidance suspended Q1 FY2026
- David C BernsteinChief Accounting Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Nathan BlecharczykChief Strategy Officer7 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • guidance suspended Q1 FY2026
- Aristotle N BaloghChief Technology Officer7 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ABNB.
$ curl https://api.spokenalpha.com/v1/companies/ABNBFAQ
Frequently asked about ABNB
Where can I find Airbnb, Inc.'s (ABNB) earnings call transcripts?
Spoken Alpha indexes ABNB's earnings call transcripts at https://spokenalpha.com/companies/ABNB. Each call links to attributed speakers and parsed analyst Q&A. Airbnb, Inc.'s own investor relations page is at https://investors.airbnb.com/home/default.aspx.
When was Airbnb, Inc.'s most recent earnings call?
Airbnb, Inc. (ABNB) held its most recent earnings call on 2026-05-07, covering fiscal Q1 2026.
What sector is ABNB in?
Airbnb, Inc. (ABNB) operates in the Consumer Cyclical sector (Travel Services industry).