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Airbnb, Inc.: Business Overview, Financials & Competitive Analysis

Airbnb, Inc. scores 8/10 on the AskCyborg Cyborg Score (Strong). For 2026, Airbnb expects year-over-year revenue growth to accelerate to at least low double digits, driven by sustained strength in core business, healthy demand, and continued execution across growth initiatives.

What is Airbnb, Inc.'s industry? Airbnb, Inc. (airbnb.com) operates in Travel & Leisure / Online Travel Agencies / Alternative Accommodations. AskCyborg classifies Airbnb, Inc. under Travel & Leisure / Online Travel Agencies / Alternative Accommodations in its company registry.

Airbnb is the world's largest online alternative accommodation travel agency, offering a platform with over 8 million active accommodation listings. In Q4 2025, the company reported revenue of US$2.78 billion and full...

8/ 10Strong

Cyborg Score thesis

For 2026, Airbnb expects year-over-year revenue growth to accelerate to at least low double digits, driven by sustained strength...

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Industry Travel & Leisure / Online Travel Agencies / Alternative Accommodations
4 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: October 19, 2026
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What's in This Report
Airbnb, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Airbnb, Inc. Overview

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Airbnb is the world's largest online alternative accommodation travel agency, offering a platform with over 8 million active accommodation listings. In Q4 2025, the company reported revenue of US$2.78 billion and full-year 2025 revenue of US$12.24 billion. The company dominates the global alternative lodging market by enabling peer-to-peer accommodation bookings and experiences.

Strategic Profile

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Airbnb is executing on AI and hotel-partner initiatives while returning capital through share repurchases totaling about US$7.10 billion across two programs. The company closed 2025 with strong momentum, delivering double-digit growth with Q4 revenue growth of 12 percent and Gross Booking Value growth of 16 percent year-over-year—the highest-growth quarter in more than two years. Strategic positioning centers on platform diversification including hotel partnerships and flexible payment options.

Competitive Landscape

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Airbnb stands as the world's largest online alternative accommodation travel agency. The company competes in the broader travel & leisure sector against traditional hospitality providers including hotel chains and other OTA platforms. Airbnb operates globally with revenue contributions from North America (45%), Europe/Middle East/Africa (37%), Latin America (9%), and Asia-Pacific (9%). Key competitive advantages include network effects, brand recognition, and expanding platform integration.

Industry Context

Airbnb, Inc. operates in Travel & Leisure / Online Travel Agencies / Alternative Accommodations.

Key facts

Founded: 2007 · Headquarters: San Francisco, US · Revenue: $12.24B (2025) · Market cap: $70.31B

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Airbnb, Inc..

  • Q4 2025 revenue of $2.78B represented 12% YoY growth exceeding guidance, with GBV growth of 16% marking highest quarterly growth in 2+ years
  • Launched Reserve Now, Pay Later feature in Q4 contributing to booking acceleration; expanding globally in 2026 with flexible payment options
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026Q4 2025 results released showing 12% revenue growth YoY to $2.78B and full-year 2025 revenue of $12.24B; announced Q1 2026 revenue guidance of $2.59B-$2.63B (14-16% YoY growth)
  • February 2026Completed testing of Reserve Now, Pay Later feature across additional markets with plans for broader global rollout in 2026
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

BookingOnline travel agency with hotel, vacation rental, and flight bookings→ExpediaTravel platform offering hotels, flights, and vacation rentals→VrboVacation rental platform focused on homes and condos→Hotels.comHotel booking platform with rewards program→

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Industry context

Airbnb, Inc. operates in Travel & Leisure / Online Travel Agencies / Alternative Accommodations. See how the rest of the sector scores on the Cyborg framework.

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How AskCyborg research is made

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AI analyst debate, not single-author opinion

Every report is generated by a panel of AI analysts arguing across 11 dimensions, so counter-arguments sit alongside the case. The debate is a reasoning process; it does not independently verify facts.

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The Cyborg Score and recent developments reflect public sources as of the date shown and can miss or lag recent events. Check primary sources before relying on them.

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Methodology open at /methodology

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AI-generated research summary based on public sources; it may contain errors or omissions. Not investment advice. Not reviewed or endorsed by the companies covered. Report an error: legal@askcyborg.com · Terms of Service

Frequently asked questions

What does Airbnb, Inc. do?+
Airbnb is the world's largest online alternative accommodation travel agency, offering a platform with over 8 million active accommodation listings. In Q4 2025, the company reported revenue of US$2.78 billion and full...
What is Airbnb, Inc.'s Cyborg Score?+
Airbnb, Inc. has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Airbnb, Inc.'s main competitors?+
Named competitors include Booking, Expedia, Vrbo, Hotels.com. The full competitive landscape is in the AskCyborg report.
How can I get the full Airbnb, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Airbnb, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Travel & Leisure research

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