Earnings call analysis

Airbnb (ABNB) Q3 2026 Earnings Call: Guidance and Outlook

The company provided guidance for the fourth quarter and raised its full-year outlook for revenue and adjusted EBITDA margins.

About Airbnb. , along with its affiliated entities, manages a global digital marketplace. This platform seamlessly connects individuals, known as hosts, who wish to offer a variety of accommodations and unique local experiences, with guests seeking such services worldwide.

Call date

Nov 5, 2026

Sentiment score

+45 Positive

Management tone, -100 to +100

Sentiment change

vs Q2 2026 call

Sector

Consumer Discretionary, Hotels, Restaurants and Leisure

Next report

Feb 11, 2027

View calendar

Quarterly guidance

Revenue: $3.22 billion to $3.28 billion

Annual guidance

Revenue growth: High teens
Adjusted EBITDA margin: Approximately 36%

Outlook

Global travel demand: Underlying global travel demand remains healthy despite monitoring developments in Europe.
Product innovation: The company plans to continue its rapid pace of product innovation, including new social features and AI agents.
Hotels: Management expects the hotel business to generate billions of dollars in revenue in the coming years.
Loyalty program: The company is actively exploring a loyalty program as it adds more verticals to its platform.
AI agents: The company plans to roll out its own AI agent in the first half of next year to assist with trip planning.

Sources and method

Dombey's summary of the Airbnb Q3 2026 earnings call held Nov 5, 2026, written from the call itself. Every figure on this page was checked against what was said on the call, and quoted lines are management's own words; we do not add estimates or prices. The tone score is our read of management's wording, guidance and answers. Check figures against the company's SEC filings before acting. This is research, not investment advice.

Updated Nov 9, 2026. All earnings call analyses

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