Core Insights - Airbnb reported quarterly earnings of 56 cents per share, missing the analyst estimate of 65 cents [2] - Quarterly revenue reached $2.78 billion, surpassing the Street estimate of $2.72 billion [2] - The company recorded fourth quarter gross bookings value (GBV) of $20.4 billion, reflecting a 13% year-over-year increase, and nights/seats booked of 121.9 million, up 10% year-over-year [2] Outlook - Airbnb anticipates first-quarter revenue between $2.59 billion and $2.63 billion, exceeding the analyst estimate of $2.53 billion [3] - Following the earnings report, Airbnb stock increased by 5% to $121.76 in extended trading [3]

The vacation rental company posted higher revenue but lower profit, as investments in new business drive up expenses. ...

Core Viewpoint - Airbnb forecasts first-quarter revenue between $2.59 billion and $2.63 billion, exceeding Wall Street estimates of $2.53 billion, driven by demand for premium rentals despite a decline in cost-conscious customer bookings [1] Financial Performance - In the fourth quarter, Airbnb reported earnings per share of 56 cents, down from 73 cents a year earlier, with quarterly revenue of $2.78 billion, surpassing expectations of $2.71 billion [1] Revenue Projections - The company anticipates revenue growth of "at least low double-digits" for 2026, while analysts project a growth rate of 10.24% [1] Market Strategy - Airbnb has launched a new segment for booking services like private chefs and yoga instructors to compete with hotels, where half of the experiences booked in the fourth quarter were not linked to accommodation [1] - The company is expanding its offerings by partnering with boutique and independent hotels in cities with limited rental supply, such as New York and Madrid, to increase its total addressable market [1] Industry Context - Other travel companies, including Marriott and United Airlines, are also seeing strong performance from high-end travelers, while lower-end customers face challenges due to inflation and economic uncertainty [1]

Core Insights - Airbnb's shares fell 3% in after-hours trading following fourth-quarter results that did not meet analysts' earnings expectations [1] Financial Performance - The company reported a net income of $341 million, or 56 cents per share, down from $461 million, or 73 cents per share, a year earlier, attributed to $90 million in non-income tax matters and planned investments [1] - Revenue increased by 12% to $2.78 billion compared to $2.48 billion in the same period last year, exceeding Wall Street's expectations [2][5] - Gross booking value reached $20.4 billion in the fourth quarter, a 16% year-over-year increase, surpassing the $19.4 billion expected by analysts [4] Operational Metrics - Airbnb reported 121.9 million nights and seats booked in the fourth quarter, a 10% increase from the previous year, exceeding the expected 117.6 million [3] - The company anticipates revenue for the current period to be between $2.59 billion and $2.63 billion, higher than the $2.53 billion expected by analysts [2] Strategic Developments - Airbnb appointed Ahmad Al-Dahle as the new tech chief, previously the head of generative artificial intelligence at Meta, following the departure of the former technology chief [5]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________ FORM 10-K ______________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_____ to _____ Commission File Number: 001-39778 ______________ Airbnb, Inc. (Exact Name of Registrant as Specified ...

Exhibit 99.1 QQ4 C Q4 2025 | | | Q4 2025 | FY 2025 | | --- | --- | --- | --- | | Key Financial Measures | Revenue | $2.8B | $12.2B | | | | 12% Y/Y | 10% Y/Y | | | | 11% Y/Y (ex-FX) | 10% Y/Y (ex-FX) | | | Net Income | SB41M | $2.5B | | | | 12% Net income margin | 21% Net income margin | | | Adjusted EBITDA* | $786M | $4.3B | | | | 28% Adjusted EBITDA Margin | 35% Adjusted EBITDA Margin | | | Free Cash Flow ("FCF")* | $521M | $4.6B | | | | 19% FCF Margin | 38% FCF Margin | | Key Business Metrics | Gross Book ...

primeimages/E+ via Getty Images The following segment was excerpted from the Artisan Value Fund Q4 2025 Commentary. The portfolio outperformed the Russell 1000® Value Index in Q4. For the year, the portfolio participated strongly, returning 14.28% (investor share), but trailed the index's 15.91% return. Taking a longer ...

Core Insights - Results are expected from Airbnb, Applied Materials, and Coinbase, indicating significant upcoming financial disclosures that may impact their respective industries and stock performance [1] Group 1: Company-Specific Insights - Airbnb is set to release its financial results, which will provide insights into its recovery trajectory post-pandemic and the overall health of the travel and hospitality sector [1] - Applied Materials is anticipated to report its earnings, which will shed light on the semiconductor industry's current state and future outlook, particularly in relation to technology demand [1] - Coinbase's upcoming results will be crucial for understanding the cryptocurrency market's dynamics and the company's performance amidst regulatory challenges and market volatility [1]

Earning season is still rolling on even though we've heard from most of the mag seven except Nvidia and this week a lot of key companies still to come including some in travel including hotels and we're also going to hear from those uh software companies what is actually going on there. Is this a buying opportunity in some of these. We will see.but I'm going to be talking about several of them on this video. So, let's take a look. Okay, the first one out of the gate I wanted to look at was Apploving.Uh, as ...

公司正逐步扩大体验业务(如"Airbnb Originals")和酒店业务的试点城市(如洛杉矶、纽约市、马德里)， 目标在3-5年内使这些业务成为重要收入来源。 经济观察网爱彼迎(ABNB)管理层在2025年第三季度业绩会议上展望了2026年及以后的发展计划。 业务与技术发展 公司计划在2026年推出AI驱动的多轮对话式搜索功能，支持自然语言交互，以提升用户体验和转化 率。同时，AI客服系统将扩展至50种语言，进一步优化服务效率。 公司业务状况 战略推进 爱彼迎持续聚焦新兴市场，如日本、印度和拉丁美洲，通过本地化策略吸引新用户，以驱动长期增长。 以上内容基于公开资料整理，不构成投资建议。 ...