Airbnb, Inc. ABNB

Revenue Intelligence Report • 24 quarters of SEC filing data • Updated 2026-03-06

Airbnb, Inc. continues to demonstrate strong revenue generation capabilities, with the latest quarterly revenue reaching $2.78 billion. The company's strategic investments in research and development yield an impressive long-term return of $2.79 for every dollar spent, while selling, general, and administrative expenses generate $1.73 in revenue per dollar. With a model accuracy of 1.5% MAPE and a successful holdout test predicting a slight revenue increase, the outlook for the fiscal year is promising, with projected revenue of $13 billion, reflecting an 8.6% year-over-year growth. Investors can be confident in Airbnb's ability to leverage its spending effectively to drive future growth.

Next FY Revenue
$13.29B
+8.6% YoY
R&D Multiplier
$2.79 per $1
SG&A Multiplier
$1.73 per $1
Model Accuracy
1.5% MAPE
Holdout validation: The model predicted $3B vs the actual $3B — an error of 0.5%.

Revenue Forecast

ABNB Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $3B $3B $3B – $3B +12.6% ✓ In range
Q2 2026 $2B $2B – $2B +1.2%
Q3 2026 $3B $3B – $4B +7.4%
Q4 2026 $5B $4B – $5B +11.7%
Q1 2027 $3B $3B – $3B +11.4%

How Spending Drives Revenue

ABNB Spending Timing
Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

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