ABNB · Earnings call · 2026Q2T · Full report

Hotel Marketplace Expansion

Airbnb, Inc. · 2026-08-06 · Importance 34 · Surprise 42 · In source text

Airbnb is adding thousands of boutique and independent hotels across major destinations and described strong inbound interest from hotels seeking access to its traffic, younger audience, American users, and favorable take rate. Hotels are being added in both supply-constrained and non-supply-constrained markets, with supply-acquisition efforts expanded beyond regulatory-constrained markets to the top 20 cities and other markets where inventory is accretive rather than directly competing with homes. Hotel nights remain a single-digit percentage of total nights but are growing approximately three times faster than the homes business. About 35% of first-time hotel guests return to Airbnb to book a home, indicating cross-category customer acquisition.

Key facts

• Airbnb plans to step on the gas in adding hotels given strong reception and is focused on supply-constrained and all markets.
• Airbnb expanded accommodations by adding thousands of boutique and independent hotels across top destinations.
• Ellie Mertz said Airbnb expanded supply acquisition efforts to a top 20 number of cities for hotels.
• Roughly 35% of first-time hotel guests return to Airbnb to book a home.
• Hotel nights are growing approximately three times faster than the homes business.
• Hotels represent a single-digit percentage of nights booked on the platform.
• Ellie Mertz reiterated hotels are currently growing about three times as quickly as homes.
• Brian Chesky said about 35% of people who book a hotel on Airbnb for the first time come back and book a home.

Impact estimates