HighGravityDataCurrent guidance
15 items
Airbnb
Guidance from Airbnb’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 6, 2026
Data checked
Aug 6, 2026
What changed in the Aug 6, 2026 release
Each item compared with the same item in the previous release (May 7, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Revenue | for Q3 FY2026 | — | “$4.69 billion to $4.77 billion” | Filing ↗ |
| Lowered | Revenue growth (Y/Y) | for FY2026 | “accelerate to low to mid teens” | “at least mid teens” | Filing ↗ |
| New | Revenue year-over-year growth | for Q3 FY2026 | — | “15% to 17%” | Filing ↗ |
| Raised | Revenue year-over-year growth | for FY2026 | “accelerate to low to mid teens” | “improve to at least mid teens” | Filing ↗ |
| New | Adjusted EBITDA | for Q3 FY2026 | — | “increase year-over-year” | Filing ↗ |
| New | Adjusted EBITDA Margin | for Q3 FY2026 | — | “down slightly compared to Q3 2025” | Filing ↗ |
| New | Adjusted EBITDA Margin | for FY2026 | — | “at least 35.5%” | Filing ↗ |
| New | GBV growth (Y/Y) | for Q3 FY2026 | — | “mid teens” | Filing ↗ |
| New | GBV year-over-year growth | for Q3 FY2026 | — | “mid teens” | Filing ↗ |
| New | Implied take rate | for Q3 FY2026 | — | “remain relatively in-line year-over-year” | Filing ↗ |
| Reiterated | Effective tax rate | for FY2026 | “high teens” | “high teens” | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Revenue | “$4.69 billion to $4.77 billion” | for Q3 FY2026 | GAAP-tied | Aug 6, 2026 | 1 | Filing ↗ |
| Revenue growth (Y/Y) | “at least mid teens” | for FY2026 | GAAP-tied | Feb 12, 2026 | 3 | Filing ↗ |
| Revenue year-over-year growth | “15% to 17%” | for Q3 FY2026 | GAAP-tied | Aug 6, 2026 | 1 | Filing ↗ |
| Revenue year-over-year growth | “improve to at least mid teens” | for FY2026 | GAAP-tied | Feb 12, 2026 | 3 | Filing ↗ |
| Adjusted EBITDA | “increase year-over-year” | for Q3 FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA Margin | “down slightly compared to Q3 2025” | for Q3 FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA Margin | “at least 35.5%” | for FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA Margin | “at least 35%” | for FY2026 | Company-defined | May 7, 2026 | 1 | Filing ↗ |
| Effective tax rate | “high teens” | for FY2026 | GAAP-tied | May 7, 2026 | 2 | Filing ↗ |
| GBV growth (Y/Y) | “mid teens” | for Q3 FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| GBV year-over-year growth | “mid teens” | for Q3 FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| Implied take rate | “remain relatively in-line year-over-year” | for Q3 FY2026 | Company-defined | Aug 6, 2026 | 1 | Filing ↗ |
| SBC and headcount growth rate (Y/Y) | “lower than 2025” | for FY2026 | Company-defined | Feb 12, 2026 | 1 | Filing ↗ |
Long term
How one item moved
Revenue growth (Y/Y), for FY2026 — every statement across the year, each linked to its filing.
How your Online travel & lodging sector group guides
12 companies in Online travel & lodging. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Carnival | Sep 29, 2026 | 36 changes |
| Airbnb | Aug 6, 2026 | 10 changes |
| Choice Hotels | Aug 5, 2026 | 13 changes |
| Expedia Group | Aug 5, 2026 | 6 changes |
| Booking Holdings | Aug 4, 2026 | 7 changes |
| Marriott International | Aug 3, 2026 | 15 changes |
| Hyatt Hotels | Jul 30, 2026 | 6 changes |
| Norwegian Cruise Line Holdings | Jul 30, 2026 | 45 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|
| FX tailwind to revenue growth | 1 statement | — | — | — | — |
| Revenue | 6 statements | 6 statements | 1 statement | — | — |
| Revenue growth rate | — | 1 statement | — | — | — |
| Revenue Y/Y growth | — | 1 statement | — | — | — |
| Revenue year-over-year growth | 6 statements | 4 statements | 1 statement | — | — |
The full record for Airbnb and its Online travel & lodging peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 6, 2026 | FY2026 Q2 | 0001193125-26-337928 | 12 | Open filing ↗ |
| May 7, 2026 | FY2026 Q1 | 0001193125-26-211816 | 13 | Open filing ↗ |
| Feb 12, 2026 | FY2025 Q4 | 0001193125-26-048670 | 10 | Open filing ↗ |
| Nov 6, 2025 | FY2025 Q3 | 0001193125-25-269432 | 8 | Open filing ↗ |
| Aug 6, 2025 | FY2025 Q2 | 0001193125-25-174438 | 11 | Open filing ↗ |
| May 1, 2025 | FY2025 Q1 | 0001193125-25-109934 | 10 | Open filing ↗ |
| Feb 13, 2025 | FY2024 Q4 | 0001193125-25-026054 | 14 | Open filing ↗ |
| Nov 7, 2024 | FY2024 Q3 | 0001193125-24-253103 | 15 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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