ABNB · Earnings call · 2026Q2T · Full report

Experiences and Services Growth

Airbnb, Inc. · 2026-08-06 · Importance 54 · Surprise 74

Airbnb added 1,000 experiences in high-demand categories during Q2, increasing experiences supply nearly 80% year-over-year. Experiences bookings accelerated both year-over-year and sequentially, although management said the business remains small and is growing from a limited base. Airbnb expanded Services into grocery delivery, car rental, airport pickup, and luggage storage, while Resort Passes added hotel amenity access. Management characterized services and experiences as multi-year growth opportunities, with experiences being scaled through a 1-to-10-to-many market expansion model rather than contributing materially to near-term revenue.

Key facts

• Airbnb added 1,000 new experiences during Q2, increasing supply by nearly 80% year-over-year in Q2.
• Experience bookings accelerated both year-over-year and sequentially from last quarter.