Airbnb reported third-quarter revenue of $4.87 billion, crushing analyst estimates of $4.75 billion. The company delivered earnings per share of $3.16, significantly higher than the $2.91 consensus forecast.
Gross Booking Value reached $27.7 billion for the quarter, exceeding the $26.4 billion consensus estimate. The 155 million Nights and Seats Booked outpaced the estimated 149.09 million.
Adjusted EBITDA hit $2.51 billion, ahead of the $2.36 billion forecast. Total costs and expenses came in at $2.85 billion, below the $2.87 billion analyst expectation. The company's cost discipline while scaling bookings demonstrates a resilient operating model that enhances profitability margins.
Airbnb's fourth-quarter revenue guidance came in above analyst consensus, providing a clear catalyst for the stock heading into year-end. Execution against this guidance will be the immediate litmus test for investor confidence.
