Recent 8-K filings for ABNB
Highest-materiality recent filing
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).
- Q4 net income $461M (19% margin); full-year net income $2.6B (24% margin).
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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.
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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.
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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).
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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.
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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%.
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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).
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Amrita Ahuja, Joseph Gebbia, and Jeffrey Jordan elected as Class II directors for three-year terms.
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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).
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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).
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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).
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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.
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Brian Chesky, Angela Ahrendts, Kenneth Chenault elected as Class I directors for three-year terms.
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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.
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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).
Materiality & sentiment trend
Max materiality 0.85 · Median 0.75 · Most common event earnings