Schwab Network on $ABNB (Nov 6, 2026)

Yeah, Airbnb has had a strong year coming into today. And it looks like there is still uh some strength to come here in terms of its latest results. Earnings came in at 316 for a share.

That was a B Street was looking for 286. Revenue coming in at 4.87 billion. better than the 4.75 that Wall Street was looking for.

We're rallying uh nearly 9% right now and this comes on a day where as you mentioned we are seeing a lot of red on Wall Street. So Airbnb essentially back in growth mode. Third quarter revenue climbing 19%.

Driving bookings stays and experiences that rose 16%. Nights Book grew at a double digit pace in every region. North America up in the low double digits. Europe, the Middle East, and Africa up in the mid teens.

Airbnb talks about resilient travel demand and changes that they've made to make it easier to book, including the option to pay later, flexible cancellation.

Uh the company saying first time bookings grew at the fastest clip since 2022. So, we're talking about that was the time period of that revenge travel, revenge spending. The CEO, Brian Chescue, says that Jenzie accounted for nearly half of the increase in firsttime bookers here.

And here's the thing, hotels are bringing in customers. You know, they've been establishing a footprint in hotels. So, beyond just uh the home front, as we know, that was a platform, the way it started as a platform for people to book homes there, but they've gotten into the hotel business for some time now.

Um, and they're offering boutique hotels and dozens of locations globally.

They say about 35% of guests who make their first Airbnb booking at a hotel uh come back to also book a home there. So, what they're saying is that they're they're seeing some customer loyalty coming into play here

and their outlook is good as well. They're expecting fullear revenue growth in the high teens, Nicole.