Q2 22 EPS
$N/A
Est. $0.44
Q2 22 Revenue
N/A
Est. $2.11B
vs S&P Since Q2 22
-41.3%
TRAILING MARKET
ABNB +32.6% vs S&P +73.9%
Market Reaction
Did ABNB Beat Earnings? Q2 2022 Results
Airbnb closed out 2025 on a high note for revenue but fell short on the bottom line, delivering a quarter that told two distinct stories. The company posted Q4 revenue of $2.78 billion, up 12.0% year over year and ahead of the $2.71 billion consensus… Read more Airbnb closed out 2025 on a high note for revenue but fell short on the bottom line, delivering a quarter that told two distinct stories. The company posted Q4 revenue of $2.78 billion, up 12.0% year over year and ahead of the $2.71 billion consensus estimate by 2.49%, yet earnings per share of $0.56 missed the $0.66 analyst expectation by 15.15%, as net income slid to $341.00 million from $461.00 million a year earlier. The profit pressure was not accidental; Airbnb absorbed roughly $90.00 million in non-income tax charges while deliberately ramping investment in new growth initiatives, including a hotel partnership push in key cities like New York and Madrid. Gross Booking Value surged 16% to $20.40 billion, the strongest GBV growth in more than two years, underscoring genuine demand momentum. Looking ahead, management guided Q1 2026 revenue to $2.59 billion to $2.63 billion, implying 14% to 16% growth, and expects full-year 2026 revenue growth to accelerate to at least low double digits.
Key Takeaways
- • Strong demand across all regions and ADR growth
- • Reserve Now, Pay Later feature contributing to booking acceleration
- • Updated cancellation policies reducing customer service contacts and increasing bookings
- • App bookings grew 20% Y/Y, accounting for 64% of total nights booked (up from 60%)
- • First-time bookers grew 8% Y/Y in Q4, accelerating across all age cohorts
- • Continued lengthening of booking lead times
- • Guest travel insurance revenue increased approximately 40% Y/Y for full-year 2025
ABNB YoY Financials
Q2 2022 vs Q2 2021, source: SEC Filings
ABNB Earnings Trends
ABNB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ABNB EPS Trend
Earnings per share: estimate vs actual
ABNB Revenue Trend
Quarterly revenue: estimate vs actual
ABNB Quarterly Results
8 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 25 MISS FY | $0.66 | $0.56 | -15.15% | $2.78B | +2.49% |
| FY Full Year | $4.13 | $4.03 | -2.41% | $12.24B | +0.55% |
| Q3 25 MISS | $2.32 | $2.21 | -4.75% | $4.10B | +0.38% |
| Q2 25 BEAT | $0.94 | $1.03 | +9.49% | $3.10B | +2.18% |
| Q1 25 BEAT | $0.23 | $0.24 | +2.96% | $2.27B | +0.53% |
| Q3 23 BEAT | $1.96 | $6.63 | +238.27% | $3.40B | +6.88% |
| Q4 22 BEAT FY | $0.25 | $0.48 | +92.00% | $1.90B | +2.18% |
| FY Full Year | — | $2.79 | — | $8.40B | — |
| Q2 22 | $0.44 | — | — | — | — |
| Q3 21 BEAT | $0.75 | $1.22 | +62.67% | $2.24B | +9.10% |