| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 6, 2026 | 7/12 | 1 high, 4 medium, 2 low flags | 4 | 0 | Call sheet → |
| Q1'26 | May 7, 2026 | 10/12 | 5 low flags | 5 | 0 | Call sheet → |
| Q4'25 | February 12, 2026 | 9/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Delivered | World Cup expected to host more guests than any event in Airbnb's history Management confirms Airbnb 'hosted millions of people during the tournament' with over 150,000 homes listed for the first time, consistent with claims of a record event, though no direct guest-count comparison versus prior events was given. |
| Q2'26 | Delivered | Expect AI-driven customer support cost declines to continue 'this year' Customer support cost per booking fell 16% YoY in Q2 versus 10% in Q1, consistent with the guided improving trend. |
| Q2'26 | Pending | FY2026 adjusted EBITDA margin guided to 'at least 35%' Full year not complete; raised again this quarter to 'at least 35.5%.' |
| Q2'26 | Pending | FY2026 revenue growth guided to low-to-mid teens Full year not yet complete; guidance was revised upward again this quarter to 'at least mid-teens,' a positive revision, not a delivered full-year result. |
| Q2'26 | Exceeded | Q2 nights/seats booked growth expected to 'decelerate slightly' from Q1's 9% Nights and seats booked grew 10% YoY in Q2, explicitly described as accelerating from Q1 rather than decelerating. |
| Q2'26 | Exceeded | Q2 revenue guidance of $3.54B-$3.6B, 14%-16% YoY Actual Q2 revenue came in at $3.6B, +17% YoY, above the top end of the guided range. |
| Q1'26 | Delivered | Share more about hotel approach later this year Provided detailed strategy, mentioned May 20 launch will have updates |
| Q1'26 | Pending | AI customer support to roll out globally Still North America focused, global rollout timeline unclear |
| Q1'26 | Delivered | Continue migrating hosts to single service fee Over 25% of listings now migrated, testing expansion to more hosts |
| Q1'26 | Delivered | Roll out Reserve Now Pay Later to more markets Expanded globally in Q1, now 20% of global GBV vs US-only launch |
| Q1'26 | Delivered | EBITDA margins to be stable year-over-year Maintained at 'at least 35%' for 2026, exactly as promised |
| Q1'26 | Exceeded | Revenue growth to accelerate to low double digits in 2026 Delivered and raised guidance to 'low to mid-teens' - clear outperformance |
| Q4'25 | Exceeded | International expansion acceleration in key markets Brazil moved from top 10 to top 5 market, India grew 50% in Q4 |
| Q4'25 | Delivered | Hotels pilot in LA, NYC, and Madrid Pilots active with over 100 hotels in NYC alone |
| Q4'25 | Pending | Services and experiences providing material growth impact Timeline pushed to 3-5 years for material contribution |
| Q4'25 | Delivered | AI customer support expansion beyond U.S. Now covers North America, expanding to 50+ languages in 2026 |
| Q4'25 | Delivered | 65 major improvements to the platform since May 2025 Specific improvement count provided as promised |
| Q4'25 | Delivered | Reserve Now Pay Later launch in U.S. during Q3 2025 Launched successfully with 70% adoption rate among eligible users |
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