Q2 22 EPS
$N/A
Est. $0.44
Q2 22 Revenue
N/A
Est. $2.11B
vs S&P Since Q2 22
-17.6%
TRAILING MARKET
ABNB +68.7% vs S&P +86.3%
Market Reaction
Did ABNB Beat Earnings? Q2 2022 Results
Airbnb ended a streak of misses in convincing fashion in Q2 2026, posting GAAP earnings per share of $1.27 against a consensus estimate of $1.25, a 1.69% beat, while revenue of $3.61 billion topped expectations by 0.91% and grew 16.5% year over year.… Read more Airbnb ended a streak of misses in convincing fashion in Q2 2026, posting GAAP earnings per share of $1.27 against a consensus estimate of $1.25, a 1.69% beat, while revenue of $3.61 billion topped expectations by 0.91% and grew 16.5% year over year. The GAAP EPS figure includes a $77 million tax benefit related to recently published guidance impacting prior-year taxes. The headline numbers were underpinned by a 10% year-over-year rise in Nights and Seats Booked to 148.3 million, reflecting broad demand strength across all regions, and net income expanded to $816 million at a 23% margin. Operationally, AI-driven efficiency stood out, with customer support cost per booking falling roughly 16% year over year as an AI assistant now resolves nearly 45% of issues without a human agent. Looking ahead, Airbnb guided Q3 2026 revenue of $4.69 billion to $4.77 billion, representing 15% to 17% growth, and raised its full-year outlook to at least mid-teens revenue growth with Adjusted EBITDA Margin of at least 35.5%.
Key Takeaways
- • Strong demand across all regions with accelerating Nights and Seats Booked growth
- • Moderate increase in ADR driven by price appreciation and mix shift toward entire homes with 4+ bedrooms
- • App-driven growth with nights booked on app increasing 23% YoY, accounting for 64% of total nights booked
- • AI improvements reducing customer support cost per booking by approximately 16% YoY
- • First-time booker growth accelerating to 11% YoY, highest in four years
- • Reserve Now, Pay Later driving earlier bookings and expanded reach
- • Guest travel insurance revenue increasing over 60% YoY
- • Increased product development velocity with feature shipments up nearly 80% YoY
ABNB YoY Financials
Q2 2022 vs Q2 2021, source: SEC Filings
ABNB Earnings Trends
ABNB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ABNB EPS Trend
Earnings per share: estimate vs actual
ABNB Revenue Trend
Quarterly revenue: estimate vs actual
ABNB Quarterly Results
10 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT Includes a $77 million tax benefit related to recently published guidance impacting prior year taxes | $1.25 | $1.27 | +1.69% | $3.61B | +0.91% |
| Q1 26 MISS | $0.30 | $0.26 | -14.13% | $2.68B | +2.27% |
| Q4 25 MISS FY | $0.66 | $0.56 | -15.65% | $2.78B | +2.46% |
| FY Full Year | $4.13 | $4.03 | -2.41% | $12.24B | +0.55% |
| Q3 25 MISS | $2.32 | $2.21 | -4.75% | $4.10B | +0.38% |
| Q2 25 BEAT | $0.94 | $1.03 | +9.49% | $3.10B | +2.18% |
| Q1 25 BEAT | $0.23 | $0.24 | +2.96% | $2.27B | +0.53% |
| Q3 23 BEAT | $1.96 | $6.63 | +238.27% | $3.40B | +6.88% |
| Q4 22 BEAT FY | $0.25 | $0.48 | +92.00% | $1.90B | +2.18% |
| FY Full Year | — | $2.79 | — | $8.40B | — |
| Q2 22 | $0.44 | — | — | — | — |
| Q3 21 BEAT | $0.75 | $1.22 | +62.67% | $2.24B | +9.10% |