Barrick Mining

Alt. stays leader Airbnb$Airbnb(ABNB.US) released FY26 Q1 results this morning (May 8). Overall, the quarter was solid, with most metrics slightly beating estimates. Growth metrics accelerated on FX tailwinds.

Guidance for next quarter also came in above expectations. Specifically, growth appears to be accelerating but is essentially stable.

On core KPIs, GBV rose 19% YoY, with a clear QoQ pickup. The increase was largely FX-driven. Ex-FX, underlying growth was 13%...

The following is Dolphin Research's Trans of $Airbnb(ABNB.US) FY25 Q4 earnings call. For our earnings take, see 'Airbnb: Solid print, but now a cyclical?'.

Key highlights: 1) Shareholder returns: $3.8B of buybacks for the year, using ~80% of FY FCF; total shares outstanding down 9% since 2022. 2) 2026 Q1 guide: a) revenue of $2.59B–$2.63B (+14%–16% YoY), incl. ~3% FX tailwind...

Alt. lodging leader Airbnb$Airbnb(ABNB.US) reported Q3 FY2025 results this morning, with overall performance beating expectations. Contrary to prior guidance flagging a potential slowdown, bookings and revenue growth re-accelerated across the board, hitting a 25-year high.

The main blemish was sharp opex expansion, with margins clearly compressing. Revenue rose, but profit lagged.

1) Both nights and pricing increased, pointing to resilient travel demand. Versus the earlier cautious guide, actual booking momentum proved far sturdier. Gross booking value (GBV) grew 16% YoY...