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- **Revenue growth**: Q3 revenue $4.1B (+10% YoY), GMV $22.9B (+14% YoY)
- **AI-driven innovation**: AI customer support reduces agent needs by 15%, conversational search coming in 2026
- **Reserve Now Pay Later success**: 70% adoption, 10%+ nights booked growth in U.S.
- **Service experiences momentum**: 10%+ new users, 4.3/5 ratings, targeting 3-5 years to scale
- **Hotel pilot expansion**: Testing in NYC, LA, Madrid with focus on supply-constrained markets
- **Shareholder returns**: $857M in Q3 buybacks, $3.5B+ over 12 months

**【CEO Summary Section】**
- Q3 revenue grew 10% YoY to $4.1B, with adjusted EBITDA of $2.1B (50% margin). GMV increased 14% YoY to $22.9B, driven by U.S. market strength and Reserve Now Pay Later feature adoption (70% uptake). 
- Key initiatives: 
  - 65 product improvements (e.g., Reserve Now Pay Later, enhanced maps, flexible cancellation policies)
  - Service experiences (e.g., Airbnb Originals) saw 10%+ new user acquisition and 4.3/5 ratings
  - Hotel pilot in NYC, LA, Madrid with focus on supply-constrained markets
  - AI integration across customer support (15% reduction in agent needs) and search (conversational interface planned for 2026)
- Long-term vision: Expand into 3-5 new billion-dollar businesses annually, starting with service experiences and hotels

**【CFO Financial Commentary】**
- Q3 net income: $1.4B (EPS $2.21, +4% YoY)
- Free cash flow: $1.3B (12-month $4.5B, 38% margin)
- Share buybacks: $857M in Q3, $3.5B+ over 12 months
- Q4 guidance: Revenue $2.66B-$2.72B (7-10% YoY growth), GMV up low double digits
- Tax impact: One Big Beautiful Bill Act reduced 2026+ effective tax rate

**【Q&A Highlights】**
- **Reserve Now Pay Later**: 70% adoption rate, net positive bookings despite 15% higher cancellations
- **International expansion**: Latin America +20% YoY, Japan and India first-time bookers +50% YoY
- **Service experiences**: 50% of bookings don't include a home stay; targeting 3-5 years to scale
- **Hotels strategy**: Focus on boutique/independent properties, testing in supply-constrained markets
- **AI roadmap**: Conversational search rolling out in 2026, AI assistant to integrate search/book/reserve
- **Core business reacceleration**: 9x hotel bookings per home booking, targeting price parity with hotels


Airbnb, Inc. (ABNB) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ABNB

ABNB fundamentals

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