Airbnb, Inc. · ABNB · Next earnings

Airbnb, Inc. reports Thursday, Nov 5, 2026

ABNB reports after market close with consensus EPS at $2.89 and revenue at $4.75B. Last quarter: Airbnb Beats on Revenue, Misses EPS, Raises Full-Year Guidance

Reports After market close46 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $2.89 Calendar consensus
Consensus revenue $4.75B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 46 days away

Where ABNB left off: FY2026 Q1

Full report

Airbnb Beats on Revenue, Misses EPS, Raises Full-Year Guidance

EPS surprise -14.5% Reported $0.26 vs $0.30
Revenue surprise +2.3% Reported $2.68B vs $2.62B
Stock move +0.7% Event window
Subsequent drift -5.0% Up to 20 sessions

Management raised full-year revenue growth outlook to low-mid-teens and reaffirmed a minimum 35% adjusted EBITDA margin. Capex outlook remains stable. Guidance sentiment was characterized as raised, with management citing continued momentum in expansion markets and new ancillary offerings.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical conflict in the Middle East causing a 100-basis-point headwind on nights booked.
  • Macroeconomic uncertainty and FX volatility affecting ADR and margins.
  • Execution risk around scaling hotel inventory and maintaining quality.
  • Potential regulatory constraints on short-term rentals and hotel partnerships.

Questions analysts left open

  • Drivers behind the 22% app-based night bookings and future app strategy.
  • Impact of the Delta partnership on take-rate and future loyalty/flight offerings.
  • Hotel product UX, scaling roadmap, and competitive positioning vs. OTAs.
  • AI search performance, early learnings, and cost implications.
  • World Cup supply retention and post-event host engagement.

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Recent ABNB quarters

All ABNB earnings
+0.7%FY2026 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 Q1

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.