ABNB Airbnb (ABNB) Q4 FY24 earnings call
Airbnb concluded FY24 with accelerating growth in nights booked and gross booking value, driven by product optimizations and global market expansion. The company is poised for its "next chapter" in FY25, focusing on launching new offerings adjacent to its core travel business, supported by a rebuilt tech stack and significant investments, while maintaining strong profitability and free cash flow. Management also highlighted the success of the Co-Host Network and the strategic use of AI for customer service and future travel concierge services.
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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 | 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.