Airbnb reported +15% (FXN) revenue growth in 1Q’26 which was its highest topline growth over the last eight quarters.
Airbnb estimates Nights growth would have been 10% (vs. the reported 9%) in the absence of the war.
The reported revenue growth by region appears much more impressive in regions outside North America, but FX had a substantial impact on such regions.
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Airbnb (ABNB) reported +15% (FXN) revenue growth in 1Q’26 which was its highest topline growth over the last eight quarters. It is particularly impressive given the backdrop of the Iran war. Airbnb mentioned growth accelerated from January to