ABNB · Earnings call · 2026Q2T · Full report

Revenue Performance and Mix

Airbnb, Inc. · 2026-08-06 · Importance 54 · Surprise 40 · No source text

Q2 2026 revenue increased 17% year-over-year to $3.6 billion, exceeding the high end of Airbnb’s outlook. Gross booking value rose 16% to $27.2 billion, supported by 10% growth in nights and seats booked and a 5% increase in ADR, or 4% excluding FX. App bookings grew 23% year-over-year and represented 64% of total nights, up from 59% a year earlier. Expansion markets grew about twice as fast as core markets, while the U.S., France, U.K., and Australia all accelerated growth in Q2.

Key facts

• Q2 2026 revenue: $3.6 billion, up 17% year-over-year.
• Q2 2026 gross booking value (GBV): $27.2 billion, up 16% year-over-year.
• For full year 2026, Airbnb expects implied take rate to be relatively flat compared to 2025, accounting for timing of RNPL bookings and higher customer incentives.
• Q2 2026 net income: $816 million.
• In Q2 2026, ADR increased 5% year-over-year, or 4% excluding the impact of FX, with noticeable strength in North America and Europe.
• Ellie Mertz said that absent the impact of Reserve Now, Pay Later deferrals, unearned fees would have grown year-over-year in Q2.
• Ellie Mertz said that absent incentives and RNPL timing, Airbnb would have anticipated its implied take rate to be slightly higher during the year due to monetization initiatives.
• Ellie Mertz said that during Q2 they would have seen unearned fees grow year-over-year if not for Reserve Now, Pay Later deferrals.

Impact estimates