Earnings call briefThird-quarter 2026
Airbnb expects its fourth-quarter implied take rate to be up slightly
Airbnb also said its fourth-quarter adjusted EBITDA margin is expected to be slightly down from a year earlier, partially due to the timing of marketing spend.
GetSignal Airbnb ABNB
On its third-quarter call, Airbnb said it expects its implied take rate to be up slightly year over year in the fourth quarter. Chief Financial Officer Ellie Mertz said the third-quarter decline was primarily due to Reserve Now, Pay Later, which increases gross booking value before the associated revenue is recognized.
Quotes from the call
“We expect our implied take rate to be up slightly year-over-year.”
Key facts from the call
- Fourth-quarter implied take rate outlook
- Up slightly year over year
- Fourth-quarter adjusted EBITDA margin outlook
- Slightly down from fourth quarter 2025, partially due to timing of marketing spend
Source: Airbnb's third-quarter 2026 earnings call, November 5, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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