• Airbnb Q2 revenue: $3.1B, up 13% YoY
• Net income: $642M, up 21%
• Adjusted EBITDA: $1.0B, up 34%
• Free cash flow: $1.0B, up 31%
• Gross booking value: $23.5B, up 11% YoY
• Nights booked: 134.4M, up 7% YoY
• Travel demand picked up despite global economic uncertainty
Airbnb (ABNB) has reported its second quarter 2025 financial results, showcasing strong performance across key metrics despite global economic uncertainty. The company exceeded expectations, with revenue growing 13% year-over-year (YoY) to $3.1 billion, net income increasing 21% to $642 million, and adjusted EBITDA rising 34% to $1.0 billion. Free cash flow also improved, reaching $1.0 billion, up 31% YoY [1].
Key highlights include a 13% YoY increase in revenue, driven by solid growth in nights stayed, a slight increase in Average Daily Rate (ADR), and the timing of Easter. Gross booking value, a measure of the total value of bookings on Airbnb's platform, increased 11% YoY to $23.5 billion. Nights booked accelerated from April to July, reaching 134.4 million, up 7% YoY. This growth was notable despite global economic uncertainty, indicating a strong rebound in travel demand [1].
The company's expansion into new offerings, such as Airbnb Services and reimagined Airbnb Experiences, has contributed to this growth. These new businesses are expected to be key drivers of sustainable long-term growth. Airbnb also expanded its AI-powered customer service agent to 100% of U.S. users, reducing the need for human agents by 15% [1].
Looking ahead, Airbnb expects sales of $4.06 billion for the current quarter, in line with analyst expectations. The company is encouraged by current demand trends but expects a tougher year-over-year comparison toward the end of the quarter and into Q4 [2].
Airbnb's stock gained late Wednesday following the release of its Q2 results, reflecting investor confidence in the company's performance and future prospects. The stock is currently trading at 130.93 in after-hours trading, up a fraction from its pre-earnings level [2].
References:
[1] https://news.airbnb.com/airbnb-q2-2025-financial-results/
[2] https://www.investors.com/news/technology/airbnb-stock-abnb-q2-2025-earnings-news/?mod=newsviewer_click&refcode=aflMarketWatch&src=A00619
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