Airbnb announced an increase in its full-year 2026 revenue guidance, now projecting year-over-year growth to accelerate to the low to mid-teens. This revised outlook follows a robust start to 2026, with Q1 revenue growing 18% year-over-year to $2.7 billion, surpassing the company's own guidance. For the full year, the company expects its Adjusted EBITDA Margin to be at least 35%, while continuing to invest in marketing, international expansion, and AI initiatives.
For the second quarter of 2026, Airbnb anticipates revenue between $3.54 billion and $3.60 billion, representing 14% to 16% year-over-year growth, including an approximate 3% favorable foreign exchange impact. Gross Booking Value (GBV) is expected to increase in the low double digits, driven by growth in Nights and Seats Booked and a moderate rise in Average Daily Rates (ADR). Q2 2026 Nights and Seats Booked growth is expected to slightly decelerate compared to Q1, partly due to an estimated 100-basis-point headwind from the conflict in the Middle East.
The company's Q1 performance saw Gross Booking Value grow 19% year-over-year, supported by strong demand and pricing, along with a foreign exchange tailwind. Nights and Seats Booked increased by 9%, indicating healthy underlying demand. Net income for Q1 was $160 million, and Adjusted EBITDA reached $519 million, up 24% year-over-year. Airbnb's strong performance and optimistic outlook for 2026 reflect sustained travel demand, particularly in the US and European markets.
