Dave Stephenson
On December 4, 2023, the Board of Directors of the Company (the “Board”) appointed Dave Stephenson, the Company’s Chief Financial Officer, as the Company’s Chief Business Officer effective as of January 1, 2024.
Highest-materiality recent filing
Airbnb Q2 2026 revenue $3.6B (+17% YoY), net income $816M, adjusted EBITDA $1.3B
Revenue $3.6B, up 17% YoY (13% ex-FX); GBV $27.2B, up 16% YoY.
Airbnb stockholders elect three Class III directors; all four stockholder proposals fail
Nathan Blecharczyk, Alfred Lin, James Manyika elected as Class III directors for three-year terms, each with ~3.7-3.75B votes for.
Airbnb Q1 2026: Revenue $2.7B (+18% YoY), Net Income $160M, Free Cash Flow $1.7B
Revenue of $2.7B, up 18% YoY (15% ex-FX); net income $160M with 6% margin.
Airbnb issues $2.5B senior notes, repays $2.0B convertible notes upon maturity
Issued $850M 4.400% notes due 2029, $850M 4.650% notes due 2031, $800M 5.250% notes due 2036.
Airbnb Q4 revenue $2.8B (+12% YoY), Adj. EBITDA $786M; FY revenue $12.2B
Revenue Q4 $2.8B (+12% YoY); FY 2025 $12.2B (+10% YoY).
Airbnb CTO Aristotle Balogh to depart Dec. 2025, stay as advisor through Feb. 2026
Balogh notified Airbnb on Nov. 18, 2025 of his departure as CTO in December 2025.
Airbnb Q3 2025 revenue $4.1B (+10% Y/Y), net income $1.4B (34% margin)
Revenue $4.1B, up 10% Y/Y (10% ex-FX); net income $1.4B, margin 34%.
Airbnb Q2 revenue $3.1B (+13% YoY); net income $642M, adj. EBITDA $1.0B
Revenue $3.1B, up 13% YoY (ex-FX flat); net income $642M (21% margin).
Amrita Ahuja, Joseph Gebbia, and Jeffrey Jordan elected as Class II directors for three-year terms.
Airbnb Q1 2025: Revenue $2.3B (+6%), Net Income $154M, Adj. EBITDA $417M
Revenue of $2.3B, up 6% YoY (8% ex-FX); net income $154M (7% margin).
Airbnb Q4 2024 revenue $2.5B (+12% YoY); net income $461M, FCF $458M
Q4 revenue $2.5B (+12% YoY); full-year revenue $11.1B (+12% YoY).
Airbnb Q3 revenue $3.7B (+10% YoY), net income $1.4B, adjusted EBITDA $2.0B
Revenue $3.7B (+10% YoY), net income $1.4B (37% margin).
Airbnb Q2 2024 revenue $2.75B (+11% YoY), net income $555M, FCF $1.0B
Revenue of $2.75B, up 11% YoY (12% ex-FX); GBV of $21.2B, up 12% ex-FX.
Brian Chesky, Angela Ahrendts, Kenneth Chenault elected as Class I directors for three-year terms.
Airbnb Q1 revenue $2.14B (+18% YoY), net income $264M more than doubled
Net income of $264M (12% margin) more than doubled from Q1 2023 $117M.
Airbnb Q4 revenue up 17% to $2.2B; net loss of $349M on $1B in tax items
Q4 revenue $2.2B (+17% YoY); FY revenue $9.9B (+18% YoY).
Airbnb settles Italian tax dispute for €576M, down from €779M assessment
Settlement with Italian Revenue Agency covers 2017-2021 for €576M, without admitting liability.
Airbnb announces CFO transition; Ellie Mertz to become CFO; Catherine Powell to depart
Catherine Powell, Global Head of Hosting, will depart on June 30, 2024; retention agreement provides base salary and vesting through departure.
Airbnb files prospectus for resale of up to 877,062 shares by selling stockholders
Resale registration covers 877,062 Class A shares held by certain stockholders from a prior acquisition.
Italian police seize €779M from Airbnb Ireland over 2017 tax law
Italian police presented court order on Nov 6, 2023 authorizing seizure of €779M from Airbnb Ireland.
Airbnb Q3 revenue $3.4B (+18% YoY); adjusted net income $1.6B; FCF $1.3B
Revenue $3.4B (+18% YoY); ex-FX +14%; net income $4.4B includes $2.8B tax valuation allowance release.
Airbnb appoints James Manyika to Board as Class III director and Stakeholder Committee Chair
James Manyika appointed Class III director effective Sept 7, 2023; term expires at 2026 annual meeting.
Airbnb Q2 revenue $2.5B +18% YoY; net income $650M +72%
Nights and Experiences Booked exceeded 115 million in Q2 2023.
Airbnb 2023 annual meeting: directors re-elected, PwC ratified, say-on-pay approved
Nathan Blecharczyk re-elected with 4.50B votes for, 64.4M withheld; broker non-votes 87.2M.
Airbnb Q1 2023: Revenue $1.8B (+20% YoY), first profitable Q1 with $117M net income
Nights & Experiences Booked record >120M, up 19% YoY; active listings grew 18% YoY.
Airbnb director Belinda Johnson not standing for re-election at 2023 annual meeting
Johnson notified the company on April 11, 2023, that she will not stand for re-election when her term expires at the 2023 annual meeting.
Airbnb reports first full GAAP profitable year; Q4 revenue $1.9B +24% YoY
Q4 revenue $1.9B (+24% YoY); FY revenue $8.4B (+40% YoY).
Airbnb Q3 net income record $1.2B; revenue $2.9B, up 29% YoY
Revenue $2.9B (+29% YoY; +36% ex-FX); net income $1.2B (record, +46% YoY).
Airbnb Q2 2022 revenue $2.1B (+58% YoY); net income $379M, first profitable Q2 ever
Nights and Experiences Booked 103.7M, up 25% YoY; Gross Booking Value $17.0B, up 27% YoY.
Airbnb stockholders elect three Class II directors and ratify auditor at 2022 annual meeting
Amrita Ahuja, Joseph Gebbia, Jeffrey Jordan elected as Class II directors for three-year terms.
Airbnb Reports Q1 2022: Revenue $1.5B, First Positive Q1 Adjusted EBITDA of $229M
Nights and Experiences Booked rose to 102.1M, up 59% Y/Y and surpassing pre-pandemic Q1 2019 levels.
Airbnb Q4 2021 net income turns positive at $55M; revenue $1.5B, up 78% YoY
Q4 2021 revenue $1.5B (+78% YoY, +38% vs 2019); FY revenue $6.0B (+77% YoY).
Airbnb appoints Amrita Ahuja as Class II director and audit committee member effective Dec 14, 2021
Amrita Ahuja appointed to Airbnb's board as Class II director and member of Audit, Risk and Compliance Committee, effective Dec 14, 2021.
Airbnb Q3 2021: Revenue $2.2B (record), net income $834M, adjusted EBITDA $1.1B
Revenue of $2.2B, up 67% YoY and 36% above Q3 2019 levels.
Airbnb Q2 2021 revenue $1.3B (+10% vs Q2 2019); adjusted EBITDA $217M
Nights & Experiences Booked 83.1M, nearly recovering to Q2 2019 levels (-1% vs Q2 2019).
On December 4, 2023, the Board of Directors of the Company (the “Board”) appointed Dave Stephenson, the Company’s Chief Financial Officer, as the Company’s Chief Business Officer effective as of January 1, 2024.
On December 4, 2023, Airbnb, Inc. (the “Company”) and Catherine Powell, the Company’s Global Head of Hosting, agreed that Ms. Powell will depart from the Company on June 30, 2024 (the “Planned Departure Date”).
Also on December 4, 2023, the Board appointed Ellie Mertz as the Company’s Chief Financial Officer effective as of the CFO Transition Date.
Ms. Ahrendts will continue to serve as a member of the Stakeholder Committee.
On September 7, 2023, the Board of Directors (the “Board”) of Airbnb, Inc. (the “Company”) appointed James Manyika to serve as a Class III director on the Board and as a member and, in place of Angela Ahrendts, as the Chair of the Stakeholder Committee
On April 11, 2023, Belinda Johnson provided notice of her decision to not stand for re-election as a member of the Board of Directors of Airbnb, Inc.
On December 13, 2021, the Board of Directors (the “Board”) of Airbnb, Inc. (the “Company”) appointed Amrita Ahuja to serve as a Class II director on the Board and as a member of the Audit, Risk and Compliance Committee of the Board
Max materiality 0.95 · Median 0.75 · Most common event earnings