Airbnb Inc. Class A (ABNB) earnings date & stock reaction
ABNB · Airbnb Inc. Class A · Consumer Discretionary
Airbnb Inc. Class A earnings date & time
Schedule
- Korea time (KST)
- Fri, November 6
- Reporting pattern
- 12 of last 12 after close
- Typical move
- ±6.7% · 12-report avg
What the market expects
Consensus EPS
$2.85Coming in above this counts as a beat
- Year-ago quarter
- $2.21→+29.0%
- Guided revenue
- $3.6B→$4.7B+30.0%
“Revenue grew 17% year-over-year to $3.6 billion. Gross booking value grew 16% year-over-year to $27.2 billion.”
“We now expect year-over-year revenue growth to improve to at least mid-teens, up from the low-to-mid-teens guidance we provided last quarter.”
- ▲Operational efficiency and product innovation via AI
- Customer support costs per booking declined by approximately 16% year-over-year due to AI assistant implementation.
- Reduced time from concept to launch by up to 60% and increased feature shipments by nearly 80% year-over-year.
- ▲Broad-based acceleration in key metrics
- Q2 revenue grew 17% year-over-year to $3.6 billion.
- Gross Booking Value (GBV) increased 16% year-over-year to $27.2 billion.
- ▲Strong momentum in new business segments
- Hotel bookings are growing approximately three times faster than the core homes business.
- Supply of Experiences increased by nearly 80% year-over-year, driving booking acceleration.
- ▼Expected slight decline in margin
- Q3 adjusted EBITDA margin is expected to be down slightly compared to Q3 2025 due to the timing of investment spending.
- ▼Cost pressure from new business incentives
- Higher customer incentives related to new businesses in 2026 have limited the potential increase in the implied take rate.
Airbnb Inc. Class A (ABNB) rose the day after earnings in 6 of its last 12 reports (50%), moving ±6.7% on average. It has fallen despite beating the consensus estimate 3 times.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
3/5 beats fell next day · watches Bookings · RevPAR · occupancy
- Jun 2026 report+17.4%
- Mar 2026 report+0.7%
- Dec 2025 report+4.7%
- Sep 2025 report+0.3%
- Jun 2025 report-8.0%
- Mar 2025 report+1.0%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 6/2026 | 2026-08-06 | +9.5% | +17.4% | +22.1% |
| 3/2026 | 2026-05-07 | -14.1% | +0.7% | -4.8% |
| 12/2025 | 2026-02-12 | -15.7% | +4.7% | +10.3% |
| 9/2025 | 2025-11-06 | -4.8% | +0.3% | +0.6% |
| 6/2025 | 2025-08-06 | +9.4% | -8.0% | -4.6% |
| 3/2025 | 2025-05-01 | +0.0% | +1.0% | +1.9% |
12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Airbnb Inc. Class A earnings date?
The next Airbnb Inc. Class A (ABNB) earnings report is expected Thu, November 5 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Airbnb Inc. Class A's next earnings?
Analysts expect EPS of about $2.85 for Airbnb Inc. Class A (ABNB). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Airbnb Inc. Class A (ABNB) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 6 of them (50%). The average move on earnings day was ±6.7%.
Does Airbnb Inc. Class A react more to the earnings numbers or to guidance?
In 6 of the last 11 reports (55%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Airbnb Inc. Class A stock fall even when earnings are good?
Yes. In 3 of the last 12 reports, Airbnb Inc. Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Airbnb Inc. Class A stock keep moving after the earnings day?
Over the last 12 reports, the move continued in the same direction for the following five trading days 50% of the time. This tendency is known as post-earnings announcement drift.