Airbnb, Inc. (ABNB)
What's Happening With Airbnb Stock?
Airbnb (NASDAQ: ABNB) has decreased by approximately 11% over the past month—despite having an impressive Q2. Revenue increased by 13% year-over-year to $3.1 billion, surpassing the $3.03 billion consensus, with an EPS of $1.03 exceeding expectations of $0.94.
Airbnb Beats Earnings, But the Growth Story Is Losing Altitude
Airbnb Inc. NASDAQ: ABNB stock is down 9.1% the day after the company's second-quarter earnings report. The company beat on the top and bottom lines with earnings per share (EPS) of $1.03 and revenue of $3.10 billion.
What Baron Bought And Sold In Q2: Airbnb, BXP, And More
Initiated a new position in Airbnb, citing strong brand, direct traffic, unique marketplace, and long-term growth opportunities across alternative accommodations and new services. Acquired BXP for its blue-chip office portfolio, favorable supply-demand dynamics, and expectations of earnings growth as office fundamentals improve in key markets. Added to Equinix, accepting near-term earnings drag from capital investments in exchange for long-term growth and premium returns on capital.
Airbnb: Elevated Valuation Meets A Weakening Economy
Airbnb's Q2 results show decent revenue and profit, but growth in core markets (North America, Europe) has slowed significantly. Economic uncertainty, rising delinquencies, and increased regulatory restrictions (e.g., recent limitations in Spain) are creating significant headwinds. Airbnb's push into new areas such as experiences and services may drive incremental growth, but brings higher costs, operational complexity, and uncertain returns.
Live: Airbnb (ABNB) Reports Earnings Tonight – Will It Issue a Massive Beat?
Live Updates Live Coverage Has Ended Final Reaction 4:41 pm Period EPS Estimate EPS Actual Revenue Estimate Revenue Actual Q2 25 $0.94 $1.03 $3.029B $3.096B Sentiment: Solid — not dramatic, but enough to reinforce long-term thesis Investor Focus: Take rate innovation, new services, and international growth Next Catalyst: Q3 delivery of $2B+ EBITDA and continued rollout of host-facing products What Changed This Quarter 4:35 pm Q3 revenue guide raised slightly above Street Airbnb Services and Experiences launched — 60K+ host applications Cross-currency fee and insurance added new take-rate layers International markets (e.g., Japan, Germany) continued to outperform Executed $1B in buybacks; approved new $6B repurchase program AI-driven support platform expanded to 100% of U.S. customers Key Operating Highlights 4:30 pm While top-line growth was modest, take rate expansion and monetization via new services helped power better-than-expected margins. Metric Q2 2025 YoY Change Nights & Experiences 134.4M +7% Gross Booking Value $23.5B +11% Revenue $3.1B +13% Net Income $642M +16% Adj. EBITDA $1.043B +17% Free Cash Flow $962M –8% YoY TTM Free Cash Flow $4.3B –1% YoY Implied Take Rate 13.2% ↑ from 13.0% Guidance 4:24 pm Q3 revenue guided to $4.02B–$4.10B (vs. $4.05B est. A classic beat-and-guide-higher setup — not flashy, but solid. Despite tough comps and currency headwinds, Airbnb pulled off revenue growth, maintained EBITDA margins, and leaned into new monetization layers (cross-currency fees, insurance, services). Market reaction was subdued, but investor confidence is intact. Earnings Are In and Stock Is Flat So Far 4:08 pm Airbnb delivered across the board — top-line, bottom-line, and free cash flow — while also issuing slightly better-than-expected Q3 revenue guidance. With $1B in share repurchases and growing Services/Experiences monetization, the long-term setup remains compelling. Metric Actual Estimate Beat/Miss EPS $1.03 (Diluted) $0.94 Beat Revenue $3.096B $3.029B Beat Nasdaq is Rallying Today 2:25 pm We’re about 90 minutes from Airbnb’s earning today and the Nasdaq Composite is rocketing higher. The Nasdaq is up 1.2% thanks to investors buying up shares of Apple ahead of a White House announcement at 4:30 p.m. ET. While the broader tech space is doing well, Airbnb has been stuck in neutral. Shares are down .20% today. What Wall Street Will Be Looking for In Q2 12:46 pm Earlier we looked at what Airbnb report in the first quarter, let’s take a look at what Wall Street expects this quarter. Wall Street Q2 Consensus Revenue: $3.029 billion EPS: $.94 Free Cash Flow: $1.24 billion Gross Margin: 82% And looking ahea to Q3, here’s what Wall Street expects Airbnb to guide to: Expected Q3 Guidance from Airbnb Revenue: $4.05 billion EPS: $2.30 Free Cash Flow: $1.62 billion The big long-term story with Airbnb is that Wall Street is modeling long-term acceleration with EPS rising to $4.48 in 2026, $5.71 in 2027, $7.06 in 2028, and $8.27 in 2029. The stock is in a ‘prove it’ mode right now that Airbnb can get back to growth, so guiding revenue above expected Q3 guidance is the metric to watch. If Airbnb issues strong guidance above $4.05 billion, that’s the number one figure Wall Street will be watching. It’s Airbnb’s (Nasdaq: ABNB) turn to report earnings after the bell tonight. The company has seen shares treading water, down 1% across the past year while the broader market soars. If you turn back the clock even further, the picture gets uglier with shares down 7% across the past five years. Yet, shares now trade for about 30X this year’s earnings estimate. So if Airbnb shows positive business acceleration it could be liftoff for shares of the company. We’ll be updating this live blog with news and analysis when Airbnb’s Q2 earnings hit newswires. All you have to do is leave this page open and new updates will appear automatically. We expect Airbnb to issue earnings shortly after the closing bell at 4 p.m. ET. A Look Back at Airbnb’s First Quarter Here’s what Airbnb reported last quarter. ABNB | Airbnb Q1’25 Earnings Highlights: Adj. EPS: $0.24 [] Revenue: $2.3B (Est. $2.27B) []; [UP] +6% YoY Net Income: $154M []; [DOWN] -42% YoY Free Cash Flow: $1.8B; [DOWN] -6% YoY TTM Free Cash Flow: $4.4B Gross Booking Value: $24.5B; [UP] +7% YoY Nights and Experiences Booked: 143.1M; [UP] +8% YoY Outlook: Revenue: $2.99B to $3.05B [] Expecting year-over-year growth of 9% to 11%, benefiting from the timing of Easter in 2024. Implied take rate expected to be higher than in Q2 2024. Other Key Q1 Metrics: Share Repurchases: $807M; [UP] Cash and Cash Equivalents: $11.5B; [UP] CEO Commentary: Brian Chesky: “We had a strong start to 2025. In Q1, guests spent nearly $25 billion on Airbnb. Our results show that no matter what’s happening in the world, people continue to choose Airbnb. That’s because our model is inherently adaptable. We’ve proven this time and time again, from our founding during the Great Recession to going public in the middle of the pandemic. We have millions of homes in neighborhoods and cities all over the world. Guests can find stays at every price point, from budget to luxury. And for hosts, Airbnb remains an incredible way to earn extra income. As the world changes, we’ll continue to adapt.” CFO Commentary: Dave Stephenson: “Our Q1 results are also a reflection of our focus and discipline. As we’ve shared in recent quarters, we’re focused on driving long-term growth and preparing for Airbnb’s next chapter—where we’ll offer more than a place to stay. We’ve been laying the groundwork for this transformation for years.” Other Executives: Chief Product Officer, Catherine Powell: “We started by improving our core service, rolling out hundreds of upgrades that have made Airbnb easier to use, more reliable, and more affordable.” Chief Technology Officer, Aristotle Balogh: “With this new platform, we can innovate faster and introduce a range of new businesses in the years ahead.” The post Live: Airbnb (ABNB) Reports Earnings Tonight – Will It Issue a Massive Beat? appeared first on 24/7 Wall St..
ABNB Q2 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Drop
ABNB beats Q2 estimates on strong bookings and rising ADR, but shares drop 7% on margin warning for the third and fourth quarters of 2025.
Airbnb Stock Drops. Why Wall Street Is Cautious About Its Experiences Relaunch.
The company said its earnings margin will be lower in the second half of the year due to its investment in new product categories.
Airbnb (ABNB) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Airbnb (ABNB) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Airbnb head for $5bn hit after Q2 warning
Airbnb Inc (NASDAQ:ABNB, ETR:6Z1) shares fell nearly 7% in pre-market trading, putting the company on track to lose over $5 billion in value, despite reporting second-quarter results that beat expectations. Revenue for the quarter rose 13% to $3.1 billion and net income grew 16% to $642 million, both ahead of analyst forecasts.
This Is Why Airbnb Can't Outperform The Market Right Now (Earnings Review)
I love Airbnb as a user and host and bought shares at what I felt were fair prices. Despite my enthusiasm, Airbnb's stock performance lagged behind the broader market over time. I made Airbnb my second-largest portfolio position after Alphabet, reflecting my initial conviction.
Airbnb, Inc. (ABNB) Q2 2025 Earnings Call Transcript
Airbnb, Inc. (NASDAQ:ABNB ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Angela Yang - Director of Investor Relations Brian Chesky - Co-Founder, CEO, Head of Community & Chairman of the Board Elinor B. Mertz - Chief Financial Officer Conference Call Participants Brian Thomas Nowak - Morgan Stanley, Research Division Colin Alan Sebastian - Robert W.
Airbnb's Results Show Consumer Resilience as Platform Eyes Uncertainty
Airbnb's strong quarterly results on Wednesday showed that despite economic uncertainty due to global tariffs and geopolitical instability, consumers are resilient.
