Airbnb posts higher quarterly revenue on global travel demand, World Cup boost

Globally, nights and seats booked, a metric that includes both room stays and service bookings, rose 10% to 148.3 million in the quarter. In North America, which made up over 40% of its revenue in 2025, quarterly bookings rose by a "high-single digit" percentage.

This has helped the industry partially offset the pressure from the Iran war, which has hurt long-haul international travel through flight re-routings and higher jet fuel costs. Airbnb said it has observed a steady recovery of demand trends in the Middle East.

Since last May, the company has broadened its platform to include services such as private chefs and car rentals, and thousands of boutique hotels, signifying a continued move beyond its original rental focus.

Investors and analysts have closely watched its expansion efforts, as the shift moves it toward a more conventional online travel agency, potentially putting it in competition with heavyweights such as Booking, Expedia and TripAdvisor.

Airbnb's hotel nights booked grew nearly three times faster than homes, though they still represent only a single-digit percentage of total nights booked, it said.

The San Francisco-based company expects 2026 revenue to improve "at least mid teens", compared with a range of "low to mid teens" forecast earlier.

It posted earnings per share of $1.37 for the quarter ended June 30, compared with $1.03 a year ago.

Quarterly revenue stood at $3.61 billion, up from $3.1 billion a year earlier.

Vacation rental company Airbnb posted a rise in second-quarter revenue on Thursday, helped by strong global demand for travel and a boost from first time users during the FIFA World Cup hosted in the U.S., Canada and Mexico.