economy

February 12, 2026

Airbnb shares pop on company's revenue beat, rosy guidance

Airbnb reported fourth-quarter results that beat on revenue and offered rosy guidance.

Airbnb shares pop on company's revenue beat, rosy guidance

TL;DR

  • Airbnb's Q4 revenue beat expectations at $2.78 billion.
  • The company provided optimistic revenue guidance for the current period and anticipates at least low double-digit full-year revenue growth.
  • Fourth-quarter revenue increased 12% year-over-year.
  • Airbnb has exceeded Wall Street's revenue expectations in 20 of the last 21 quarters.
  • Net income decreased year-over-year due to taxes and investments, but gross booking value and nights/seats booked increased.
  • Ahmad Al-Dahle, former Meta AI head, was hired as the new tech chief.

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