- Airbnb reported third-quarter 2026 revenue of $4.87bn
- Revenue rose 19pc year-over-year
- Net income reached $1.89bn
- Gross booking value climbed 21pc to $27.7bn
- The company authorised an additional $12bn share buyback
Airbnb has published its third-quarter 2026 financial results, beating Wall Street expectations across key metrics. Revenue reached $4.87bn, up 19pc year-over-year and outperforming the $4.75bn consensus estimate. Net income rose sharply to $1.89bn, a 43pc year-over-year jump. Gross booking value climbed 21pc to $27.7bn.
Nights and seats booked rose 16pc year-over-year to 155m, showing acceleration from the 10pc growth recorded in the second quarter. Every operating region achieved double-digit nights growth. North America experienced its fastest pace of nights booked in four years, while India grew 60pc and Brazil 30pc. First-time booker growth accelerated to 13pc, the highest rate since early 2022, with Gen Z the fastest-growing segment.
Approximately 40pc of all customer support issues were resolved directly via AI assistants without a human agent, reducing the customer support cost per booking by over 17pc year-over-year. CEO Brian Chesky noted that a dedicated travel-specific AI trip-planning agent is slated for a consumer rollout in the first half of 2027. Airbnb raised its full-year revenue guidance to high teens percentage growth and lifted its full-year adjusted EBITDA margin to approximately 36pc.
Brian Chesky shared “A dedicated, travel-specific AI trip-planning agent is slated for a consumer rollout in the first half of 2027.”
