Airbnb, Inc. · ABNB · Next earnings

Airbnb, Inc. reports Thursday, Nov 5, 2026

ABNB reports after market close with consensus EPS at $2.85 and revenue at $4.75B. Last quarter: Airbnb’s Q2 momentum broadens beyond homes

Reports After market close0 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $2.85 Calendar consensus
Consensus revenue $4.75B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 0 days away

Where ABNB left off: FY2026 Q2

Full report

Airbnb’s Q2 momentum broadens beyond homes

EPS surprise +8.7% Reported $1.37 vs $1.26
Revenue surprise +0.8% Reported $3.61B vs $3.58B
Stock move +17.4% Event window
Subsequent drift +2.2% Up to 20 sessions

Management raised full-year guidance, citing sustained growth and AI-driven efficiencies.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tension could affect travel demand.
  • Regulatory restrictions may constrain hotel listings or short-term rentals in some cities.
  • AI inference costs could rise as model usage expands.
  • Competition from other online travel platforms remains a pressure point.

Questions analysts left open

  • Conversion impact of hotel listings across constrained and unconstrained markets.
  • Adoption timeline for the AI-search rollout and progress toward broader deployment.
  • Pricing, ADR, and single-service-fee execution as the mix shifts toward larger homes and dynamic pricing.

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Recent ABNB quarters

All ABNB earnings
+17.4%FY2026 Q2+0.7%FY2026 Q1-8.0%FY2025 Q2+1.0%FY2025 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.