ABNB Airbnb (ABNB) Q2 FY26 earnings call
Airbnb delivered a strong Q2 FY26, exceeding expectations across key metrics, driven by accelerated product development through AI and strategic initiatives like the successful hotel expansion. The company is seeing broad-based momentum, leading to raised full-year guidance, reflecting confidence in its AI-native approach and compounding improvements across its platform.
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ABNB operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|
| Gross bookings | <$25BIn Q1, guests on Airbnb spent nearly $25 billion.Source: earnings call transcript | $22.9BGross booking value grew 14% year-over-year to $22.9 billion, driven by strong growth in both bookings and price.Source: earnings call transcript | $20.4BGross booking value grew 16% year-over-year to $20.4 billion.Source: earnings call transcript | $29BGross booking value grew 19% year-over-year to $29 billion, representing consistent sequential acceleration for the last 4 quarters, driven by both strong growth in nights and ADR.Source: earnings call transcript | $27.2BGross booking value grew 16% year-over-year to $27.2 billion, and Nights and Seats Booked grew 10% year-over-year, accelerating from Q1.Source: earnings call transcript | -6.2% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.