Airbnb, Inc.

Company facts

Industry

Services-To Dwellings & Other Buildings

Headquarters

San Francisco, California

Most recent report

10-Q, filed Aug 6, 2026

Incorporated

Delaware

Filings on record

1,001+ filings

On EDGAR

CIK 1559720

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 13 sections worth reading, with 2 positive, 3 notable, and 4 negative flags.

• Financial Statements (Item 1)

  Full financial results with key debt, tax litigation, and buyback details.
  Notable

  • Stock-based compensation was $897M in H1 2026, up from $782M in H1 2025.
  • Share repurchases totaled $2.1B in H1 2026; $3.4B remains under $6B authorization.
  Negative

  • Reasonably possible non-income tax losses of $240M to $260M beyond $219M accrued as of June 30, 2026.
  • Spanish Ministry fine (reduced to €65M) now secured by €70M ( $80M ) surety bond. Outcome uncertain.
  • IRS dispute could result in $1.3B tax plus penalties, exceeding reserves by >$1.0B.

• Management's Discussion (Item 2)

  MD&A reports strong Q2 2026 results: revenue up 17%, net income up 27%, with quantified risks.
  Positive

  • Revenue up 17% to $3.6B in Q2 2026, driven by higher Nights and Seats Booked and ADR.
  • Net income rose $174M to $816M in Q2 2026, outpacing expense growth of 15%.
  Notable

  • Repurchased 7.9M shares for $1.1B in Q2 2026; $3.4B remains on the buyback program.
  Negative

  • RNPL bookings (no payment at booking) show higher cancellation rates, risking future revenue quality.

What changed: Jun 2026 vs. Mar 2026

About 7% of ABNB's Jun 2026 10-Q is new information. 23 paragraphs were added, 134 changed, and 44 removed. Below are the most important lines SECSift identified.

• Item 1 52
• Item 2 50
• Item 4 2
• Item 5 2
• Item 6 2
• Item 3 1
• Item 1A 1