Reading ABNB? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ABNB free→Reading ABNB? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ABNB free→QuarterlyIQ Insights · ABNB
Next print, the company's guidance track record, and the earnings events we've seen in the last few years.
Likelihood the company beats analyst consensus on its next print. Read from its own beat history plus how sector peers have been reporting. Not a price-direction call: a serial beater often has the beat already priced in.
Prints it beat consensus, recent quarters.
Indicative, not a guarantee. Base rate ~71%.
Industry peers that beat since this name last reported.
Management's most recent EPS guidance action.
expected = 0.35*own_median(4.8) + peer(0.2*0) + term(0.0) → 1.68% (capped ±15.0)
Calibrated likelihood the company misses analyst consensus on its next print, read from its own miss history plus its industry base rate. A fundamental tilt, not a price call — and a quiet watch-flag, not an alarm.
Worth watching into the next print: this name is on a run of consecutive earnings misses and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Calibrated. Base rate ~24%.
Consecutive quarters it missed, most recent run.
How often this industry misses, baseline.
Industry peers that missed in the recent window.
in 53 days
Average absolute move on past earnings days.
Annualized: recent baseline volatility.
Of the last 0 guided quarters.
Actual vs. guided EPS, signed.
Excess return vs. sector ETF, day after print.
Earnings prints and pre-announcements detected in the SEC filing stream.
Results of Operations and Financial Condition. On May 7, 2026, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the first quarter ended March 31, 2026. In the Letter, the Company also announced that it would be holding a conference call on May 7, 2026 at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial results for the first quarter ended March 31, 2026. A copy of the Letter is furnished as Exhibit 99.1 to this Current Report on F…
Quarterly EPS and revenue actuals vs. consensus across the last eight quarters (including beat/miss size and the forward consensus heading into the next print) are on the way.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Results of Operations and Financial Condition. On February 12, 2026, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the fourth quarter and full year ended December 31, 2025. In the Letter, the Company also announced that it would be holding a conference call on February 12, 2026 at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial results for the fourth quarter and full year ended December 31, 2025. A copy of the Letter is furni…
Results of Operations and Financial Condition. On November 6, 2025, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the third quarter ended September 30, 2025. In the Letter, the Company also announced that it would be holding a conference call on November 6, 2025 at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial results for the third quarter ended September 30, 2025. A copy of the Letter is furnished as Exhibit 99.1 to this C…
Results of Operations and Financial Condition. On August 6, 2025, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the second quarter ended June 30, 2025. In the Letter, the Company also announced that it would be holding a conference call on August 6, 2025 at 1:30 p.m. PT / 4:30 p.m. ET to discuss its financial results for the second quarter ended June 30, 2025. A copy of the Letter is furnished as Exhibit 99.1 to this Current Repor…
Results of Operations and Financial Condition. On May 1, 2025, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the first quarter ended March 31, 2025. In the Letter, the Company also announced that it would be holding a conference call on May 1, 2025 at 1:30 p.m. PT / 4:30 p.m. ET to discuss its financial results for the first quarter ended March 31, 2025. A copy of the Letter is furnished as Exhibit 99.1 to this Current Report on F…
Results of Operations and Financial Condition. On February 13, 2025, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the fourth quarter and full year ended December 31, 2024. In the Letter, the Company also announced that it would be holding a conference call on February 13, 2025 at 1:30 p.m. PT / 4:30 p.m. ET to discuss its financial results for the fourth quarter and full year ended December 31, 2024. A copy of the Letter is furni…
Results of Operations and Financial Condition. On November 7, 2024, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the third quarter ended September 30, 2024. In the Letter, the Company also announced that it would be holding a conference call on November 7, 2024 at 1:30 p.m. PT / 4:30 p.m. ET to discuss its financial results for the third quarter ended September 30, 2024. A copy of the Letter is furnished as Exhibit 99.1 to this C…
Results of Operations and Financial Condition. On August 6, 2024, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the second quarter ended June 30, 2024. In the Letter, the Company also announced that it would be holding a conference call on August 6, 2024 at 1:30 p.m. PT / 4:30 p.m. ET to discuss its financial results for the second quarter ended June 30, 2024. A copy of the Letter is furnished as Exhibit 99.1 to this Current Repor…
Results of Operations and Financial Condition. On May 8, 2024, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the first quarter ended March 31, 2024. In the Letter, the Company also announced that it would be holding a conference call on May 8, 2024 at 1:30 p.m. PT / 4:30 p.m. ET to discuss its financial results for the first quarter ended March 31, 2024. A copy of the Letter is furnished as Exhibit 99.1 to this Current Report on F…
Results of Operations and Financial Condition. On February 13, 2024, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the fourth quarter and full year ended December 31, 2023. In the Letter, the Company also announced that it would be holding a conference call on February 13, 2024 at 1:30 p.m. PT / 4:30 p.m. ET to discuss its financial results for the fourth quarter and full year ended December 31, 2023. A copy of the Letter is furni…
Results of Operations and Financial Condition. On November 1, 2023, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the third quarter ended September 30, 2023. In the Letter, the Company also announced that it would be holding a conference call on November 1, 2023 at 1:30 p.m. PT / 4:30 p.m. ET to discuss its financial results for the third quarter ended September 30, 2023. A copy of the Letter is furnished as Exhibit 99.1 to this C…
Results of Operations and Financial Condition. On August 3, 2023, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the second quarter ended June 30, 2023. In the Letter, the Company also announced that it would be holding a conference call on August 3, 2023 at 1:30 p.m. PT to discuss its financial results for the second quarter ended June 30, 2023. A copy of the Letter is furnished as Exhibit 99.1 to this Current Report on Form 8-K (…
Results of Operations and Financial Condition. On May 9, 2023, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the first quarter ended March 31, 2023. In the Letter, the Company also announced that it would be holding a conference call on May 9, 2023 at 1:30 p.m. PT to discuss its financial results for the first quarter ended March 31, 2023. A copy of the Letter is furnished as Exhibit 99.1 to this Current Report on Form 8-K (“Form…
Results of Operations and Financial Condition. On February 14, 2023, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the fourth quarter and full year ended December 31, 2022. In the Letter, the Company also announced that it would be holding a conference call on February 14, 2023 at 1:30 p.m. PT to discuss its financial results for the fourth quarter and full year ended December 31, 2022. A copy of the Letter is furnished as Exhibit…
Results of Operations and Financial Condition. On November 1, 2022, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the third quarter ended September 30, 2022. In the Letter, the Company also announced that it would be holding a conference call on November 1, 2022 at 1:30 p.m. PT to discuss its financial results for the third quarter ended September 30, 2022. A copy of the Letter is furnished as Exhibit 99.1 to this Current Report o…
Results of Operations and Financial Condition. On August 2, 2022, Airbnb, Inc. (the “Company”) issued a Shareholder Letter (the “Letter”) announcing its financial results for the second quarter ended June 30, 2022. In the Letter, the Company also announced that it would be holding a conference call on August 2, 2022 at 1:30 p.m. PT to discuss its financial results for the second quarter ended June 30, 2022. A copy of the Letter is furnished as Exhibit 99.1 to this Current Report on Form 8-K (…