Logotype for Airbnb Inc

Airbnb (ABNB) investor relations material

Airbnb Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Airbnb Inc
Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025

Strategic vision and platform evolution

  • Aims to transform from a short-term rental platform to a comprehensive travel and living ecosystem, expanding into experiences, services, and longer-term housing.

  • Pursuing a rebrand to position as more than just vacation rentals, with a focus on building a global community rather than just a marketplace.

  • Plans to become one of the first truly AI-native applications, leveraging AI to create a seamless, personalized travel and living concierge.

  • Sees significant opportunity in longer-term stays, hotels, and hospitality-based services, with ambitions to unlock new business verticals.

  • Envisions a robust user profile system to deeply understand and serve individual consumer needs.

Consumer and supply trends

  • Consumer base has shifted post-pandemic to larger groups, more families, longer stays, and increased domestic travel, with these trends remaining stable.

  • Travel discovery is moving from intent-based search (Google) to aspirational discovery on social media platforms like TikTok and Instagram.

  • Supply growth remains largely organic, but new initiatives like the co-host network and event-driven partnerships (e.g., World Cup) are unlocking additional listings.

  • Focus on making hosting easier and building an ecosystem to match homeowners with hosts and service providers, aiming to unlock millions more listings.

AI integration and future applications

  • AI is expected to transform both consumer and host experiences, making listing creation, revenue management, and customer service more seamless.

  • Predicts a major turnover in consumer apps over the next 2–3 years, with a shift toward AI-native applications.

  • AI will be used to reduce friction for hosts, automate listing descriptions, and improve pricing and supply management.

  • Believes hospitality and services will remain people-driven for the next 5–10 years, providing job opportunities even as AI disrupts other sectors.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Airbnb earnings date

Logotype for Airbnb Inc
Q3 2025
LIVE
6 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Airbnb earnings date

Logotype for Airbnb Inc
Q3 2025
LIVE
6 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

The #1 home renting platform

Airbnb Inc is an American technology company that operates a platform for individuals to rent out their homes and for users to book their stays.

Guests can book a variety of properties such as individual rooms, shared rooms, apartments, houses, hotels, and vacation homes. Airbnb builds on the principle that people with an extra home or room are willing to rent it out to people traveling to that area, as Airbnb doesn’t own any properties themselves.

The company was founded in 2008 and is headquartered in San Francisco, California.

The living room B&B

The Company was previously known and founded as AirBed & Breakfast. The name stems from the initial idea that the co-founders Brian Chesky, Joe Gebbia, and Nathan Blecharczyk had of putting air mattresses in their apartment to help visitors find somewhere to live for a relatively low cost and essentially creating a bed and breakfast. They built a website where travelers could book lodging and got their first customers in 2008.

To initially fund the business, CEO Brian Chesky had used credit cards, and at one point, he owed $25,000 in debt. The company later joined the famous startup incubator, Y Combinator, in 2009 and received $20,000 in funding.

The global asset-light hotel

Airbnb builds on the premise that individuals are willing to rent out their rooms, houses, apartments, etc. This means that Airbnb itself doesn’t own any properties and thus has a very asset-light business model. Instead, Airbnb’s revenue stems from taking a fee from bookings on the platform. Further, Airbnb has a business model that builds on network effects. An increase in supply (renters) means that it will attract more demand (guests) and vice-versa. This means that Airbnb doesn’t have to make any investments in properties to increase their revenues but rather attract more hosts and guests to the platform.

The IPO

Airbnb went public on December 10, 2020, at an original price of $68 per share. The stock opened at $146, representing a gain of 115% and a market valuation of $100 billion.

Before the announcement of the IPO, Airbnb saw a major struggle in the challenges of the covid-19 pandemic due to bookings collapsing as a result of less travel and even saw a net loss. There were speculations if the IPO even would take place due to the current market climate and the company’s challenges with the pandemic. Eventually, they did follow through with the IPO in December 2020 and raised approximately $3.5 billion.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage