Airbnb's second quarter revenue of $3.61B beats estimates as nights booked growth accelerates

Airbnb reported second quarter 2026 results that exceeded expectations across all key metrics, driven by accelerating momentum in core markets and continued strength in expansion regions. The company saw a recovery in EMEA following recent geopolitical headwinds and achieved high-single digit growth in North America, marking its strongest performance in nearly three years.

Key Highlights

• Revenue increased 17% year-over-year to $3.61 billion, while Gross Booking Value (GBV) rose 16% to $27.2 billion.
• Nights and seats booked grew 10% to 148.3 million, signaling resilient travel demand and successful product innovations in search and flexible payments.
• Adjusted EBITDA climbed 21% to $1.3 billion, with the margin expanding to 35% due to disciplined marketing spend and AI-driven efficiency gains.
• Management raised its full-year 2026 outlook, now forecasting revenue growth of at least mid-teens and an Adjusted EBITDA margin of at least 35.5%.