Airbnb lifts outlook as US demand rebounds
📊 Nov 7, 2025, Airbnb, U.S. — Airbnb projects Q4 revenue between $2.66 billion and $2.72 billion, surpassing analyst expectations, fueled by the August-launched "reserve now, pay later" feature. In Q3, revenue rose 8.8% to $4.1 billion with adjusted EBITDA at $2.1 billion. North American bookings surged, accounting for 30% of nights booked. Despite AI, lobbying, and market expansion costs impacting net income, the full-year margin target was raised to 35%. CEO Brian Chesky announced new ventures with boutique hotels and experiences.
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