revenue $2.68B, net income $160.0M. Airbnb revenue surges 18%; debt refinancing

Filed May 7, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 1, 2025 · ~1 min read

Key Changes

• high

  Current 10-Q omits mandatory SEC disclosure on effectiveness of disclosure controls and internal controls over financial reporting as of March 31, 2026—a required quarterly certification.

  Controls & Procedures verify on EDGAR →
• high

  Revenue grew 18% to $2.7B (vs prior year) but net income flat at $160M due to one-time CAMT tax hit; effective tax rate spiked from 11% to 43%.

  MD&A: Results of Operations verify on EDGAR →
• high

  Issued senior notes (4.40%-5.25% fixed rates) to refinance zero-coupon convertible debt; swapped to floating SOFR, introducing rate volatility exposure.

  MD&A: Liquidity & Capital verify on EDGAR →