Meet Kevin on $ABNB (Nov 5, 2026)
Airbnb beat Q4 guidance and Q3 EPS 316 versus 291, with lower costs and adjusted EBITDA 36% versus 35.5; shares rose about 4% after hours. It declared growth mode and a 12 billion buyback, and has broken out of its downtrend in 2026, so the speaker gives it credit despite disliking the company.
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Oh, Airbnb is about down 22. Airbnb is about to report. So, we have uh Cloudflare, Iron, Open Door, which they should honestly just go bankrupt already. I hate that company. Uh then Airbnb, it's another company I hate.
I I generally despise Airbnbs. I've had some good experiences even recently, but I would say often more bad experiences than good experiences, which is kind of sad. All right, I Cloudflare, Open Door, Airbnb, and Atlassian.
We'll take a look at those. Those are all earnings that are going to be coming out within the next 10 minutes.
Okay. Iron Open and Cloudflare. Oh, here we go. Airbnb. Uh, okay. They actually beat on Q4 guide. They beat on Q3 EPS. 316 versus 291. I might not like them, but they beat. Total costs came in a little lower than expected.
So, Airbnb coming in with a beaten raise. Honestly, give them credit. Maybe they've cleaned up their act act. Let me see here. Airbnb. Okay. Yeah, Airbnb now up about 4%. uh Airbnb's uh adjusted EBITA at 36% versus 35.5. So slight beat here.
Airbnb is doing really well in after hours. Actually, Airbnb uh the company is now declaring that they are officially in growth mode. Ah, okay. So, Airbnb going for growth mode.
Then we have Airbnb is authorizing a 12 billion buyback program. Wow. Yeah, they really want to pump it up, don't they? Good for them. I mean, this has been Airbnb stock on a month view month.
Holy moly. Uh, but it's really broken out of this downtrend. Broke out in 2026. Uh, they're in about May.
Airbnb in earnings is also doing quite well.