Airbnb said revenue for the 3 months ended September 30, 2025 increased 10% to $4.1 billion compared with the same period in the prior year. Net income increased $6 million to $1.4 billion, and the company cited an increase in check-ins relating to Nights and Seats Booked and a modest increase in Average Daily Rate as factors for the revenue growth.

1. 01

   Airbnb said revenue for the 3 months ended September 30, 2025 increased 10% to $4.1 billion compared with the same period in the prior year. Net income increased $6 million to $1.4 billion, and the company cited an increase in check-ins relating to Nights and Seats Booked and a modest increase in Average Daily Rate as factors for the revenue growth.

2. 02

   The company said the increase in net income for the 3 months was driven by revenue growth, but was largely offset by an increase in payroll-related expenses, lower interest income due to declining interest rates, and an increase in the income tax provision due to the recording of a valuation allowance against deferred tax assets associated with corporate alternative minimum tax credits of $213 million.

3. 03

   Airbnb said cash provided by operating activities for the 3 months ended September 30, 2025 increased to $1.4 billion from $1.1 billion in the same period in the prior year. Free Cash Flow increased to $1.3 billion from $1.1 billion in the same period in the prior year.

4. 04

   The company repurchased 6.7 million shares of Class A common stock for $857 million during Q3 2025, and said $6.6 billion remained available to repurchase under its share repurchase programs as of September 30. The board approved an additional $6.0 billion authorization in August 2025.

Key figures

Quarter ended September 30, 2025

Revenue

$4.1B

Operating income

$1.6B

Net income

$1.4B

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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