Airbnb Inc. (ABNB) Q4 2025 (USD) EPS 0.56 (exp. 0.66), Revenue 2.78bln (exp. 2.71bln)

• Q4 gross booking value USD 20.4bln.
• Sees Q1 GBV to increase in low teens Y/Y.
• Sees Q1 rev. USD 2.59bln- 2.63bln (exp. 2.53bln).
• Sees FY2026 rev. growth to accelerate to at least low double digits.
• Sees FY2026 Adj. EBITDA margin to be stable Y/Y.

Airbnb's Q4 results revealed a mixed performance with EPS missing expectations, but revenue beating them, which could suggest resilient demand in travel despite the EPS miss. The guidance for Q1, projecting robust gross booking value growth and revenue increase, indicates ongoing strength in the recovery phase, likely positioning Airbnb favorably for FY2026 as it targets stable margins and accelerated revenue growth.