Airbnb's first quarter 2026 revenue of $2.7 billion beats estimates, driven by 19% growth in Gross Booking Value.

Airbnb reported first quarter 2026 revenue of $2.7 billion, an increase of 18% year-over-year, alongside a net income of $160 million. Gross Booking Value (GBV) grew 19% to $29.2 billion, while Nights and Seats Booked increased 9% to 156.2 million, slightly ahead of expectations.

Key Highlights

• Gross Booking Value (GBV) increased 19% year-over-year to $29.2 billion, supported by a 9% growth in Nights and Seats Booked and a 9% increase in Average Daily Rates (ADR).
• The company noted accelerating momentum in first-time bookers, which grew 10% year-over-year, with particularly strong growth in expansion markets like India (origin nights up ~50%) and Brazil (origin nights up over 20%).
• Airbnb raised its full-year 2026 guidance, now expecting revenue growth to accelerate to the low to mid teens and an Adjusted EBITDA Margin of at least 35%.