Airbnb, Inc.'s Stock Analysis

Airbnb Reports Q2 2025 Financial Results and Growth Metrics

Airbnb, Inc. announced its financial results for the second quarter of 2025, reporting revenue of $3.1 billion, a 13% increase year-over-year, and a net income of $642 million, reflecting a 21% net income margin. The company also achieved an adjusted EBITDA of $1.0 billion, which represents a 34% margin. Free cash flow for the quarter was $1.0 billion, maintaining a 31% margin, while the trailing twelve-month free cash flow totaled $4.3 billion with a margin of 37%. Additionally, Airbnb repurchased $1.0 billion of its Class A common stock during the quarter, indicating a focus on returning value to shareholders.

The company experienced growth in nights booked, with a total of 134.4 million, and gross booking value reaching $23.5 billion, a year-over-year increase of 11%. Airbnb's expansion strategy showed positive results, particularly in global markets, with nights booked in expansion areas growing at twice the rate of core markets. The launch of new services and experiences, along with a redesigned app, has garnered positive feedback, suggesting potential for sustained growth. Airbnb's ongoing partnerships with major events are expected to enhance brand awareness and drive growth in key regions.

Aug 06, 2025 16:01:48

Airbnb Reports Q1 2025 Revenue Growth and Stock Buyback

Airbnb reported Q1 2025 revenue of $2.3 billion, a 6% increase year-over-year, driven by growth in nights stayed. However, net income decreased to $154 million, reflecting a net income margin of 7%, attributed to higher stock-based compensation and investment write-downs. Adjusted EBITDA was $417 million, with an 18% margin, slightly down from the previous year due to calendar factors and increased investments in product development.

The company generated $1.8 billion in free cash flow, maintaining a high free cash flow margin of 78%. Airbnb repurchased $807 million of its Class A common stock during the quarter, reducing its fully diluted share count from 677 million to 660 million. As of March 31, 2025, Airbnb held $11.5 billion in cash and cash equivalents, indicating a strong liquidity position.

May 01, 2025 16:01:26

Airbnb Reports $2.5 Billion Revenue in Q4 2024

Airbnb announced a revenue of $2.5 billion for Q4 2024, marking a 12% increase from Q4 2023, driven by a growth in nights stayed on the platform and a modest rise in Average Daily Rate (ADR). The company also reported a net income of $461 million, a significant recovery from a net loss of $349 million in the same quarter last year, largely due to the absence of non-recurring tax expenses that impacted the previous year's results. Additionally, Airbnb generated $765 million in Adjusted EBITDA with a margin of 31%, indicating effective cost management despite a slight decrease in margin from the previous year.

However, while the overall financial performance showed improvement, the Adjusted EBITDA margin declined from 33% in Q4 2023 to 31% in Q4 2024. Furthermore, the Free Cash Flow for the quarter was reported at $458 million, translating to an 18% margin, which is lower than the previous year. Despite the positive growth in bookings and revenue, the company faced challenges in maintaining its profitability margins and managing operational costs effectively.

Feb 13, 2025 16:02:39

Airbnb Q3 2024 Revenue Reaches $3.7 Billion with 10% Growth

Airbnb reported a revenue of $3.7 billion for Q3 2024, marking a 10% increase from the previous year, driven by a rise in nights stayed on the platform. The company also generated a net income of $1.4 billion, representing a net income margin of 37%, and achieved an adjusted EBITDA of $2.0 billion with a margin of 52%. Additionally, free cash flow reached $1.1 billion, contributing to a trailing twelve-month free cash flow of $4.1 billion, indicating a robust cash-generating model.

However, there were notable declines in net income compared to the prior year, which was significantly higher at $4.4 billion due to a one-time tax asset valuation release. The adjusted EBITDA margin also decreased from 54% in Q3 2023 to 52% in Q3 2024. Furthermore, net cash provided by operating activities fell to $1.1 billion from $1.3 billion in the same quarter last year, primarily due to a substantial payment to the IRS. Despite these challenges, the company continues to focus on improving service quality and expanding its market presence.

Nov 07, 2024 16:00:59

Airbnb Reports Strong Q2 2024 Growth and Profitability

Airbnb's Q2 2024 results show strong growth, with revenue up 11% to $2.75 billion and net income at $555 million, despite a decrease from last year. Adjusted EBITDA rose 9% to $894 million. The company also achieved $1.0 billion in free cash flow. Key highlights include a 9% increase in nights booked and a significant rise in app usage. However, net income margin declined from 26% to 20% due to higher taxes. Overall, Airbnb continues to expand its market presence and enhance service quality.

Aug 06, 2024 16:00:57

Airbnb Q4 2023 Financial Results and Business Highlights

Airbnb reported a strong Q4 2023 with $2.2B revenue (17% Y/Y growth), $349M net loss, and $738M Adjusted EBITDA (46% Y/Y growth). The company ended 2023 with 5M hosts, 7.7M active listings, and $57B earned by hosts. They also announced a new $6B share repurchase program and highlighted strong guest demand and growth in first-time bookers.

Feb 13, 2024 16:09:06

Airbnb Reports Strong Q3 2023 Financial Results and Business Growth

Airbnb reported strong financial results for Q3 2023, with revenue increasing by 18% year-over-year to $3.4 billion, net income of $4.4 billion (excluding a one-time tax benefit), adjusted EBITDA of $1.8 billion, and free cash flow of $1.3 billion. The company also highlighted positive business metrics, including a 14% growth in Nights and Experiences Booked, a 19% increase in active listings, and strong international expansion in markets like Korea and Asia Pacific. Airbnb continues to focus on making hosting mainstream, perfecting its core service, and expanding beyond the core.

Nov 01, 2023 16:01:04