Overview
- Revenue reached $4.10 billion versus $4.08 billion expected, while earnings of $2.21 per share came in below consensus.
- Airbnb logged 133.6 million nights and seats booked, up 9% year over year, and gross booking value rose 14% to $22.9 billion.
- Adjusted EBITDA hit $2.1 billion for the quarter, marking the company's highest result on that metric.
- The company guided fourth-quarter revenue to $2.66 billion to $2.72 billion, above the LSEG consensus of $2.67 billion.
- Expansion markets grew about twice as fast as core regions, led by Latin America with a Brazil interest-free plan, a 27% rise in Japan domestic bookings, a 50% increase in first-time users in India, and U.S. uptake of Reserve Now, Pay Later as shares gained up to 5% after hours; Airbnb also flagged ongoing AI integration and product improvements.