ABNB · 8-K · 20260806PR337928
Revenue Performance and Mix
Airbnb, Inc. · 2026-08-06 · Importance 47 · Surprise 22 · No source text
Q2 2026 revenue increased 17% year over year to $3.608 billion, or 13% excluding FX, primarily due to higher Nights and Seats Booked and a moderate ADR increase. Nights and Seats Booked rose 10% to 148.3 million, while GBV increased 16% to $27.2 billion, or 15% excluding FX. ADR increased 5% to $184, with entire homes and listings with four or more bedrooms growing faster than other accommodation types. The implied take rate was 13.2%, unchanged year over year, while guest travel-insurance revenue increased more than 60% year over year.
Key facts
- Q2 2026 Revenue: $3.6 billion, up 17% year-over-year source
- Q2 2026 Gross Booking Value (GBV): $27.2 billion, up 16% year-over-year source
- Revenue for the three months ended Mar 31, 2025: $2,272 million. source
- Revenue for the three months ended Jun 30, 2025: $3,096 million. source
- Revenue for the three months ended Sept 30, 2025: $4,095 million. source
- Revenue for the three months ended Dec 31, 2025: $2,778 million. source
- Revenue for the three months ended Mar 31, 2026: $2,678 million. source
- Revenue for the three months ended Jun 30, 2026: $3,608 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +14.5% | Q2 2026 Revenue: $3.6 billion, up 17% year-over-year |
| revenue | positive | realized | — | TTM Revenue as of Jun 30, 2024: $10,505 million. |
| revenue | positive | realized | — | TTM Revenue as of Sept 30, 2024: $10,840 million. |
| revenue | positive | realized | — | TTM Revenue as of Dec 31, 2024: $11,102 million. |
| revenue | positive | realized | — | TTM Revenue as of Mar 31, 2025: $11,232 million. |
| revenue | positive | realized | — | TTM Revenue as of Jun 30, 2025: $11,580 million. |
| revenue | positive | realized | — | TTM Revenue as of Sept 30, 2025: $11,943 million. |
| revenue | positive | realized | — | TTM Revenue as of Dec 31, 2025: $12,241 million. |
| revenue | positive | realized | — | TTM Revenue as of Mar 31, 2026: $12,647 million. |
| revenue | positive | realized | — | TTM Revenue as of Jun 30, 2026: $13,159 million. |