Earnings call briefSecond-quarter 2026

Airbnb raises 2026 revenue and margin outlook

The company also said it expects third-quarter adjusted EBITDA margin to be down slightly from a year earlier, due to the timing of investments.

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Airbnb said on its second-quarter call that it now expects a 2026 adjusted EBITDA margin of at least 35.5%, up from 35%. The company also now expects 2026 revenue growth of at least mid-teens, up from low-to-mid-teens guidance given last quarter. For the third quarter, the company expects revenue of $4.69 billion to $4.77 billion, a 15% to 17% increase that includes an approximate three percentage point foreign exchange tailwind after hedging.

Quotes from the call

“Specifically, in Q3, we expect to generate revenue of $4.69 billion-$4.77 billion, representing year-over-year growth of 15%-17%.”

Ellie Mertz, Chief Financial Officer

Key facts from the call

2026 adjusted EBITDA margin outlook
At least 35.5%, up from 35%
2026 revenue growth outlook
At least mid-teens, up from low-to-mid-teens
Third-quarter revenue outlook
$4.69 billion to $4.77 billion
Third-quarter revenue growth outlook
15% to 17%

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Source: Airbnb's second-quarter 2026 earnings call, August 6, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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