Airbnb Q2 FY23

Airbnb Q2 FY23:

• GBV +13% Y/Y to $19.1B.

• Nights booked +11% Y/Y to 115M.

• Long-term stays 18%.

• Revenue +18% Y/Y to $2.5B ($60M beat).

• Operating margin 21% (+4pp Y/Y).

• EPS $0.98 ($0.20 beat).

• FCF +13% Y/Y to $0.9B.

Q3 Revenue guidance $3.4B ($0.1B beat).

Airbnb Earnings Q2FY23

Revenue beat

Earnings beat

The Bank of AirBnB:

Airbnb has $10.4B in cash and an additional $9.1B in funds held on behalf of customers.

Airbnb with a double beat:

"During Q2 2023, we had 115.1M Nights and Experiences Booked—our highest second quarter ever. While we saw strong growth across all regions compared to Q2 2022, Asia Pacific once again saw the strongest growth""

Snapshot of Airbnb's Q2 FY23