Airbnb reported strong second-quarter 2025 results, with revenue increasing 13% year-over-year from $2.75 billion. Net income rose to $642 million, or $1.03 per share, up from $555 million ($0.86 per share) in the prior year, surpassing analyst expectations.
Operational metrics also showed strength, with Nights and Experiences Booked growing 7% year-over-year to 134.4 million, exceeding estimates of 133.35 million. Gross Booking Value totaled $23.5 billion, also above analyst forecasts.
The company's board authorized a new share repurchase program of up to an additional $6 billion of Class A common stock, demonstrating a commitment to returning capital to shareholders. Airbnb had already repurchased $1 billion of stock during the second quarter.
For the third quarter of 2025, Airbnb provided revenue guidance between $4.02 billion and $4.10 billion, with the midpoint of $4.06 billion slightly above analyst expectations. The company noted that travel demand picked up from April to July despite global economic uncertainty.
However, Airbnb also forecast slower growth in the second half of the year, which disappointed investors expecting a stronger rebound in travel demand. This outlook contributed to a 6% dip in shares following the announcement, despite the otherwise strong financial performance and significant capital return.
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