$ABNB (+0,89%)

🔹 Revenue: $3.10B (Est. $3.03B) 🟢; +13% YoY

🔹 EPS: $1.03 (Est. $0.93) 🟢; +20% YoY

🔹 GBV: $23.5B (Est. $22.82B) 🟢; +11% YoY

🔹 Adj EBITDA: $1.04B (Est. $970.7M) 🟢; +17% YoY

🔹 Adj EBITDA Margin: 34% (Est. 32%) 🟢

Q3 Guidance

🔹 Revenue: $4.02B–$4.10B (Est. $4.05B) 🟡; UP +8–10% YoY

🔹 Adjusted EBITDA: Above $2.0B (Est. $2.0B) 🟢

🔸 FY25 Adj. EBITDA Margin expected ≥ 34.5%

Geographic Trends

🔹 North America: Low-single digit growth in Nights & Seats Booked; ADR +3% YoY

🔹 EMEA: Mid-single digit Nights growth; ADR +9% YoY (Ex-FX: +3%)

🔹 Latin America: High-teens Nights growth; ADR -3% YoY (Ex-FX: +2%)

🔹 Asia Pacific: Mid-teens Nights growth; ADR +2% YoY (Ex-FX: +1%)

🔹 App Bookings: 59% of total; UP from 55% YoY

Other Q2 Metrics:

🔹 Nights & Seats Booked: 134.4M; +7% YoY

🔹 ADR: $174; UP +3% YoY

🔹 Net Income: $642M; UP +16% YoY

🔹 Net Income Margin: 21%

🔹 Free Cash Flow: $962M; FCF Margin 31%

🔹 Net Cash from Ops: $975M

Capital Allocation

🔹 Share Buyback: $1.0B repurchased in Q2

🔹 New $6.0B repurchase program authorized

🔹 Fully diluted share count down to 652M (from 673M YoY)

Strategic & Product Highlights

🔸 Launched Airbnb Services & reimagined Airbnb Experiences

🔸 Over 60,000 new host applications for services & experiences since launch

🔸 Guest Favorites program drives >400M booked nights; Superhost bookings UP +12% YoY

🔸 Co-Host Network now supports 100K listings

CEO Commentary

🔸 “We exceeded expectations across bookings, revenue, and margins.”

🔸 “With the Summer Release and growing partnerships, we’ve expanded what people expect from Airbnb.”

🔸 “Momentum from Experiences and Services has been strong — we're just getting started.”

$ABNB (+0,89%)

🔹 Revenue: $2.27B (Est. $2.26B) 🟢; +6% YoY

🔹 EPS (Diluted): $0.24 (Est. $0.23) 🟢

🔹 Adj EBITDA: $417M (Est. $363.9M) 🟢

🔹 GBV: $24.5B (Est. $24.46B) 🟢; +7% YoY

Q2'25 Guidance

🔹 Revenue: $2.99B–$3.05B (Est. $3.03B) 🟡

🔹 Adj EBITDA: Expected to grow YoY, margin flat to slightly down

🔹 FY25 Adj. EBITDA Margin: Reaffirmed at at least 34.5%

Geographic Performance (Nights & ADR YoY):

🔹 North America: Low-single digit growth in bookings; ADR +2% YoY

🔹 EMEA: Mid-single digit bookings growth; ADR +2% (or +4% ex-FX)

🔹 Latin America: Low-20s bookings growth; ADR -7% (but +2% ex-FX)

🔹 Asia Pacific: Mid-teens bookings growth; ADR -1% (but +3% ex-FX)

Key Trends & Metrics:

🔹 Mobile App Bookings: 58% of total bookings; +17% YoY

🔹 Nights at Superhost listings: +15% YoY

🔹 Guest Favorite Listings: Over 350M nights booked since launch

🔹 Implied Take Rate: 9.3% (Flat YoY)

🔹 TTM Operating Cash Flow: $4.38B

🔹 ADR impacted by FX in Latin America and Asia Pacific

Other Metrics:

🔹 Net Income: $154M; DOWN -42% YoY

🔹 Net Income Margin: 7%

🔹 Nights & Experiences Booked: 143.1M; UP +8% YoY

🔹 Average Daily Rate (ADR): $171; DOWN -1% YoY

🔹 Free Cash Flow: $1.8B; DOWN -7% YoY

🔹 TTM Free Cash Flow: $4.36B; TTM FCF Margin 39%

🔹 Share Repurchase: $807M during Q1; Fully diluted share count reduced to 660M (from 677M YoY)

CEO Commentary and Strategic Highlights:

🔸 "No matter what’s happening in the world, people continue to choose Airbnb. Our adaptable model is proving its strength again."

🔸 "On May 13, Airbnb will go beyond places to stay—we're launching entirely new business lines with our rebuilt tech stack."

🔸 "Continued strong performance in Latin America and Asia Pacific; Brazil and Japan are seeing accelerating growth in bookings and first-time users."

🔸 "Despite global macro uncertainty, we are maintaining profitability while preparing for our next chapter of multi-service offerings."