Business
Airbnb is a global two-sided marketplace for stays, experiences, and services. The company says it has more than 5 million hosts, more than 2.5 billion guest arrivals, and listings collectively across more than 220 countries and regions.
Airbnb kept growing the marketplace, but margins narrowed and buybacks outran earnings.
The read at a glance✓ Audited against SEC data
- Growth — Revenue +10.3% to $12.24BOK
- Marketplace — 533M nights and seats; GBV $91.27BOK
- Profitability — Operating margin -222 bps to 20.78%Watch
- Cash quality — Cash from operations +2.8% to $4.65BNote
- Capital — $3.79B buybacks vs. $2.51B net incomeWatch
- Balance sheet — Long-term debt reduced to $0OK
- Insiders — 0 buys / 92 sellsWatch
- Accounting — EQ 69.49 grey; M-score not shownNote
Where the revenue comes from
Fiscal 2025, as Airbnb, Inc. reports it. History and quarterly detail are in the app.
- Reportable$12.2B
Leadership changes
From Airbnb, Inc.'s own filings, the day they're filed.
- Dave Stephenson · Chief Business Officer · appointmenteff. 2024-01-01
- James Manyika · director · appointmenteff. 2023-09-07
- Ellie Mertz · Chief Business Officer · appointment
Latest filings
- 10-Q · Quarterly report2026-08-06
- 8-K · Company announcement2026-08-06
- 8-K · Company announcement2026-06-11
- 10-Q · Quarterly report2026-05-07
- 8-K · Company announcement2026-05-07
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about Airbnb, Inc., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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