Explore how Airbnb's (ABNB) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Airbnb reported +15% (FXN) revenue growth in 1Q'26 which was its highest topline growth over the last eight quarters. Airbnb estimates Nights growth would have been 10% (vs. the reported 9%) in the absence of the war. The reported revenue growth by region appears much more impressive in regions outside North America, but FX had a substantial impact on such regions.
Airbnb is gaining innovation and efficiency through its use of artificial intelligence, the company said in a shareholder letter released Thursday (May 7).
ABNB shares gain after Q1 revenues beat estimates and bookings stayed strong despite higher cancelations tied to the Middle East conflict.
A large part of Airbnb's Q1 2026 earnings call was dedicated to talking about how the company is using AI tools for coding, customer support, and search. Notably, the company claimed that 60% of the code its engineers produced in the quarter was written by AI — echoing comments by other Google, Microsoft, and Spotify, which have all talked about AI accelerating their programming.
Airbnb's CEO Brian Chesky sees his company changing significantly with AI. He said nearly 60% of the company's code is now written by AI.
Airbnb, Inc. (ABNB) Q1 2026 Earnings Call Transcript
The travel app has seen some demand disruptions from the Iran war but is seeing early success with its recent pivot into offering hotel bookings.
While the top- and bottom-line numbers for Airbnb (ABNB) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Airbnb, Inc. (ABNB) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.24 per share a year ago.
Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) shares slipped after Thursday's closing bell after the company reported first quarter results that topped revenue expectations and upped its full-year forecast, but missed on earnings. For the quarter, Airbnb reported earnings of $0.26 per share, below the consensus estimate of $0.30.
Airbnb topped Wall Street's first-quarter revenue estimates but fell short of earnings expectations. The travel company said it experienced "slightly elevated" cancellations across the EMEA and Asia Pacific regions due to the Iran war.