earnings
confidence high
sentiment positive
materiality 0.75
Airbnb Q3 revenue $3.4B (+18% YoY); adjusted net income $1.6B; FCF $1.3B
Airbnb, Inc.
- Revenue $3.4B (+18% YoY); ex-FX +14%; net income $4.4B includes $2.8B tax valuation allowance release.
- Adjusted EBITDA $1.8B (+26% YoY); FCF $1.3B; record TTM FCF $4.2B (44% FCF margin).
- Nights & Experiences Booked 113.2M (+14% YoY); GBV $18.3B (+17% YoY).
- No explicit guidance provided; conference call scheduled Nov 1, 2023.