company ABNB - SteadyBase

steadybase-$ company ABNB

account_id none on file

legal_name Airbnb, Inc.

ticker ABNB

cik 1559720

domain airbnb.com

linkedin_company_url https://www.linkedin.com/company/airbnb

entry_point_account_id none on file

name Airbnb Inc.

exchange Nasdaq

sector Finance

hq San Francisco, CA, United States

irhttps://investors.airbnb.com/

sector index/company/sector/finance/

calls 40 filings 41 executives 8 family 0

why_nownone on file

calls

Of course, as I mentioned in the last earnings call, we hired Ahmed, our CTO, who was the leader of the MetaLama model. So we are probably one of the only technology companies in the world, certainly only in travel, that has an AI-native person running the entire technology stack.

May 7, 2026 / receipt, needs a key / Brian Chesky, CEO | earnings call 2026-05-07 | transcript 5e9742b7-f95b-4638-aafe-1b6791cb0f26 | chars 32100-32381 | segment 33

And I think we are looking at the possibility of re-accelerating our core business in every country in the world over the coming years, because I think, you know, there's a new generation of travelers that aren't predisposed to stay in hotels, especially young travelers, Gen Z, and eventually Gen Alpha.

Nov 6, 2025 / receipt, needs a key / Brian Chesky, CEO | earnings call 2025-11-06 | transcript 6a9e8c04-2540-48c6-aca1-e3918d9d7874 | chars 50400-50704 | segment 51

We are absolutely looking at both and like starting with loyalty. It's quite remarkable. I think we're the largest travel brand in the world that doesn't have a loyalty program.

Nov 6, 2025 / receipt, needs a key / Brian Chesky, CEO | earnings call 2025-11-06 | transcript 6a9e8c04-2540-48c6-aca1-e3918d9d7874 | chars 58209-58386 | segment 59

After the launch, I traveled around the world to amplify the news and key markets. And over the next three weeks, I visited six countries and met with over 600 members of the press, policymakers, Airbnb partners, and Airbnb hosts.

Aug 6, 2025 / receipt, needs a key / Brian, CEO | earnings call 2025-08-06 | transcript 636e7eb8-3ee5-46a7-8eaa-a92df195e6bf | chars 4278-4508 | segment 4

50% of US users are now using the agent, and we'll roll it out to 100% of US users this month. We believe this is the best AI supported customers travel agent in travel. It's already led to a 15% reduction in people needing to contact live human agents.

May 1, 2025 / receipt, needs a key / Brian Chesky, CEO | earnings call 2025-05-01 | transcript 2bfb280a-d629-4cfb-b588-5c4499a8f80f | chars 32932-33185 | segment 33

Let me tell you a little bit about what we are seeing in particular with regard to the inbound corridor to the U.S. We absolutely have seen a decline in popularity of foreign travelers coming to the U.S. What we have seen is that, number one, it's less popular to come to the U.S. from a year ago, also relative to the beginning of the year. And what we're seeing in that segment is two things. One is that that segment is a very small portion of our overall business. As a reminder, U.S. travel is predominantly domestic.

May 1, 2025 / receipt, needs a key / Ellie Mertz, CFO | earnings call 2025-05-01 | transcript 2bfb280a-d629-4cfb-b588-5c4499a8f80f | chars 10710-11232 | segment 11

2024, Airbnb outpaced the travel industry's growth. We ended the year with Q4 revenue, nights booked, and GBV all accelerating from Q3.

Feb 13, 2025 / receipt, needs a key / Brian Chesky, CEO | earnings call 2025-02-13 | transcript bff8b439-8dbf-49b9-b641-d3d371a5adda | chars 2178-2313 | segment 2

And we need that interface change. So that's one of the things that we're working on. And I do think Airbnb will eventually be much more than a search box where you type a destination, add dates, and find a listing. It's going to be much more of a travel concierge. It's having a conversation, learning, adapting to you. It's going to take a number of years to develop this. And so, you know, it won't be in the next year that this will happen. And I think this is probably what most of my tech friends are also saying is it's going to just take a bit more time. But to answer your question on what's possible, a new interface paradigm would allow us to attach new businesses. So the question is, what permission do we have to go into a business like hotels? Well, today we have permission because we have a lot of traffic. But if we had a breakthrough interface, we'd have even more permission. Because suddenly we could move top of funnel and not just ask, you know, where are you going? But we could point to, we could inspire where you travel. Imagine if we had an index of the world's communities. We told you we had information about every community and we could provide the end to end trip for you. So there's a lot of opportunities as we develop new interfaces to cross sell new more inventory.

Aug 6, 2024 / receipt, needs a key / Brian Chesky, CEO | earnings call 2024-08-06 | transcript 4499ec60-1db7-4c59-80ed-80c9a570230a | chars 29616-30918 | segment 29

If you need a space for one night, you're traveling alone, you're a business traveler, and you plug in, you plug out, a hotel is better.

Aug 6, 2024 / receipt, needs a key / Brian Chesky, CEO | earnings call 2024-08-06 | transcript 4499ec60-1db7-4c59-80ed-80c9a570230a | chars 45854-45990 | segment 45

And I think you see that in particular in Paris right now. We're going to be hugely additive in terms of hosting travelers for the games, whereas the existing infrastructure would not be able to manage such a large inflow.

May 8, 2024 / receipt, needs a key / Ellie, CFO | earnings call 2024-05-08 | transcript 30fc1ab0-62d5-47d4-b597-60d071147aa1 | chars 41993-42215 | segment 42

So the majority of our people are still focused on the core business. And I believe that we are just scratching the surface of the size of our core business. Within our core business, we typically have about three different areas of focus. One I just talked about, which is quality and reliability. The next one is affordability, making sure Airbnbs are more affordable hotels. And the third is usability, what I also talked about with search and reducing friction. So that's the first bucket of our investments. And that really will pay off within this year. And so there's like, you know, you can get a return on those efforts within a matter of months because a lot of that, a lot of those changes are software changes. They're immediate. They touch 100% of our user base and they touch a very large base, our entire GBV.

May 8, 2024 / receipt, needs a key / Brian Chesky, CEO | earnings call 2024-05-08 | transcript 30fc1ab0-62d5-47d4-b597-60d071147aa1 | chars 27176-28000 | segment 27

So where would you see those investment levers on the P&L? It's really two areas. So first, not surprisingly, is marketing. In marketing, we've been very disciplined over the last couple of years. We continue to have a much lower level of marketing intensity than really anyone else in travel. And at the same time, at the margin, we have seen some incremental opportunities to lean in on channels where we're seeing higher ROIs.

May 8, 2024 / receipt, needs a key / Ellie, CFO | earnings call 2024-05-08 | transcript 30fc1ab0-62d5-47d4-b597-60d071147aa1 | chars 43727-44156 | segment 44

filings

Senior Business Operations Lead | {"ats": "greenhouse", "city": null, "state": null, "job_id": "8207342", "remote": false, "category": "other", "function": "operations", "location": "London, United Ki

company_statement / Sep 16, 2026 / receipt

Senior Software Engineer, Tech Foundations | {"ats": "greenhouse", "city": null, "state": null, "job_id": "8197816", "remote": false, "category": "other", "function": "engineering", "location": "USA",