Airbnb

Medium72% confidenceProfile verified Jul 17, 2026

Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.

Chokepoint Score

no direct dependencies recorded in the graph

Steady

Momentum

insider filing activity unchanged since last check

Headquarters

San Francisco, California, USA

Website

www.airbnb.com

Employees

8,200 (as of Dec 31, 2025, 10-K)

Founded

2008

Listing

ABNB · NASDAQ

Market Cap

$90.87B

Revenue (TTM)

$12.65B

Price

USD153.11 (+6.25%)

Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.

Overview

The leading short-term rental and travel platform, deploying AI across both software engineering (nearly 60% of code AI-co-authored) and customer service (an AI Assistant resolving over 40% of support issues without human involvement). Airbnb reported Q1 2026 revenue of $2.68 billion (up 17.9% year-over-year), raising its full-year 2026 revenue growth guidance from 12% to a 'low to mid teens' range with an adjusted EBITDA margin target of at least 35%.

Strategic Connections

Amazon Web Services: Airbnb is a longstanding major customer of Amazon Web Services, relying on AWS cloud infrastructure to power its global marketplace platform.
Retail & Consumer Packaged Goods: Airbnb operates within the broader travel and consumer services sector, connecting hosts and guests through its short-term rental marketplace.
HBX Group International plc: HBX Group operates in the broader travel technology category alongside consumer-facing platforms like Airbnb, though focused on B2B wholesale travel distribution.

Strategic Risks

Faces regulatory pressure on short-term rentals in key markets globally

Future Outlook

Continued AI-driven cost efficiency in customer service and engineering productivity

Sources

3 sources, 82% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

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