Airbnb (ABNB): FY26 Q1 earnings call, May 7, 2026
On its May 7, 2026 earnings call (FY26 Q1), Airbnb said 8 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 8 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| World Cup | Yes | 5 | 6 | ✓ | 72%transcripts from the transcript model | – |
| Take Rate | Yes | 5 | 7 | ✓ | 63%n=2+tx from settlement history blended with transcripts | – |
| Boutique | Yes | 3 | 3 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 3 | 3 | ✓ | 53%transcripts from the transcript model | – |
| Tailwind | Yes | 2 | 2 | ✓ | 66%transcripts from the transcript model | – |
| International | Yes | 1 | 1 | ✓ | 75%n=2+tx from settlement history blended with transcripts | – |
| Acquisition | Yes | 1 | 1 | ✓ | 40%n=2+tx from settlement history blended with transcripts | – |
| Home Sharing | Yes | 1 | 1 | ✓ | 22%n=2+tx from settlement history blended with transcripts | – |
| Service Agent | No | 0 | 0 | ✓ | 76%n=2+tx from settlement history blended with transcripts | – |
| Domestic | No | 0 | 0 | ✓ | 73%n=2+tx from settlement history blended with transcripts | – |
| Social Media | No | 0 | 0 | ✓ | 64%n=2+tx from settlement history blended with transcripts | – |
| China | No | 0 | 0 | ✓ | 24%n=2+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
32 matches for “Guest”; 5 quoted, at least 25 words apart.
…I want to give you a few examples. First, new features for guests and hosts. We shipped a ton of improvements for guests in Q1.
…from Reserve Now, Pay Later bookings. This increased flexibility is changing how guests book. We're seeing longer lead times, as well as a mix shift…
…show that it's becoming a demand flywheel. Almost a quarter of new guests who book an experience go to book a stay or a service.…
…of regulation. Now, bringing more hotels onto the platform helps us serve guests when a hotel might be the right choice. It also introduces more…
…the Winter Olympics in Italy. As an official Olympics partner, almost 200,000 guests stayed on Airbnb, with supply and host markets growing about 30% and…
Where the listed words were said
Thanks, Nick, for the question. We're extremely excited about the World Cup. So far, in terms of what we've seen in cumulative books, bookings heading…
…structure and our insurance program, which are expected to lift our full-year take rate. We remain optimistic about our continued momentum, even as we face…
…done on hotels. We're obviously actively scaling the number of great high-quality boutique and independent hotels on the platform. At the same time, I'm glad…
…seats booked grew 9% after accounting for an approximate 100 basis point headwind from the conflict in the Middle East. We're seeing this momentum show…
…generate revenue of $3.54 billion-$3.6 billion, representing year-over-year growth of 14%-16%. This includes an approximate 3% foreign exchange tailwind after factoring in our hedging program.
…to support further growth across the business, specifically on efficient marketing spend, international expansion, and AI initiatives. To close, our confidence in the increased full-year…
…specifically for the games. You know, when we think about the supply acquisition for these events, candidly, we don't need all of the supply to…
…AI-native interfaces, and I think not only can we solve this for home sharing, I think we can solve it for all parts of travel…
Agents: this page as TSV at /api/v1/appearances/airbnb:2026-05-07:earnings_call · words: /api/v1/brief?appearance=airbnb:2026-05-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP