
• Reported GAAP EPS of $0.56 down -24.32% YoY • Reported revenue of $2.78B up 12.02% YoY • Airbnb expects approximately $63M of deferred net losses on outstanding and matured derivatives in AOCI to be reclassified to revenue during the next 12 months.
Bullish
Airbnb is driving long-term growth through a rebuilt technology platform with expanded AI, strategic global expansion into new offerings, and leveraging its strong brand to maintain marketing efficiency.
Bearish
Airbnb faces significant regulatory hurdles globally, intense competition from various travel providers, and ongoing trust and safety challenges from user misconduct, all of which could materially adversely affect its business and operations.