Airbnb Tops Revenue, Lifts Outlook Ahead of World Cup Surge

Airbnb posted Q1 2026 revenue of $2.68 billion (up 18%) and adjusted earnings of 26 cents per share, missing the 29-cent consensus, with net income of $160 million. The company raised its full-year revenue growth guidance to the low-to-mid teens and anticipates strong summer demand for the FIFA World Cup, planning to host the most guests ever for an event. Gross bookings rose 19% to $29.2 billion and nights/seats booked climbed 9% to 156.2 million, while cancellations were slightly higher in EMEA and APAC due to the Iran conflict. A roughly 100-basis-point headwind is expected in Q2, though management remains optimistic amid continued momentum.