Early Access

10-QPeriod: Q2 FY2021

Airbnb, Inc. Quarterly Report for Q2 Ended Jun 30, 2021

Filed August 13, 2021For Securities:ABNB

Summary

Airbnb, Inc. (ABNB) reported its second quarter 2021 financial results on August 12, 2021, showcasing a significant recovery driven by a rebound in travel. For the three months ended June 30, 2021, Airbnb reported revenue of $1.34 billion, a substantial increase of 299% compared to the same period in 2020. This growth was fueled by an 83% increase in Nights and Experiences Booked and a significant rise in Gross Booking Value (GBV) to $13.4 billion. The company achieved positive Adjusted EBITDA of $217.4 million, a dramatic improvement from a loss of $397.3 million in the prior year quarter, indicating operational leverage and effective cost management. Financially, Airbnb strengthened its balance sheet by issuing $2.0 billion in convertible senior notes and utilizing its cash reserves. The company ended the period with robust liquidity, including $5.7 billion in cash and cash equivalents and $1.7 billion in marketable securities. Despite the strong operational recovery and improved profitability metrics, the company continues to face uncertainties related to the ongoing COVID-19 pandemic and faces various legal and regulatory matters.

Financial Statements
Beta
Revenue$1.34B
Cost of Revenue$294.43M
Gross Profit$1.04B
R&D Expenses$349.73M
Operating Expenses$1.39B
Operating Income-$51.28M
Net Income-$68.22M
Shares Outstanding (Basic)611.74M
Shares Outstanding (Diluted)611.74M

Key Highlights

  • 1Revenue surged by 299% year-over-year to $1.34 billion for Q2 2021, demonstrating a strong travel rebound.
  • 2Gross Booking Value (GBV) reached $13.4 billion, a 320% increase compared to Q2 2020, driven by increased travel demand.
  • 3Adjusted EBITDA turned positive at $217.4 million, a significant turnaround from a loss of $397.3 million in Q2 2020, highlighting operational efficiency.
  • 4Nights and Experiences Booked increased by 197% to 83.1 million in Q2 2021, indicating a substantial recovery in platform activity.
  • 5The company successfully issued $2.0 billion in 0% convertible senior notes in March 2021, strengthening its liquidity position.
  • 6Total assets grew significantly to $15.48 billion as of June 30, 2021, primarily due to an increase in cash and marketable securities.
  • 7Free Cash Flow improved dramatically to $783.6 million for the three months ended June 30, 2021, compared to a negative $262.6 million in the prior year period.

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