Airbnb (ABNB): FY26 Q3 earnings call, Nov 5, 2026
On its Nov 5, 2026 earnings call (FY26 Q3), Airbnb said 8 of the 15 words Kalshi and Polymarket listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 8 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Growth 10+ times | Yes | 41 | 41 | ✓ | 83%transcripts from the transcript model | – |
| Quarter 15+ times | Yes | 19 | 19 | ✓ | 54%transcripts from the transcript model | – |
| Take Rate | Yes | 8 | 11 | ✓ | 80%n=4+tx from settlement history blended with transcripts | – |
| International | Yes | 2 | 2 | ✓ | 75%n=4+tx from settlement history blended with transcripts | – |
| Boutique | Yes | 1 | 1 | ✓ | 85%n=3+tx from settlement history blended with transcripts | – |
| Project Hawaii | Yes | 1 | 1 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – |
| Delta | Yes | 1 | 1 | ✓ | 31%n=1+tx from settlement history blended with transcripts | – |
| Social Media | Yes | 1 | 1 | ✓ | 31%n=4+tx from settlement history blended with transcripts | – |
| Acquired / Acquisition | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Third Party | No | 0 | 0 | ✓ | 45%n=1+tx from settlement history blended with transcripts | – |
| Domestic | No | 0 | 0 | ✓ | 40%n=4+tx from settlement history blended with transcripts | – |
| Service Agent | No | 0 | 0 | ✓ | 40%n=4+tx from settlement history blended with transcripts | – |
| Code / Coding | No | 0 | 0 | ✓ | 31%n=1+tx from settlement history blended with transcripts | – |
| Home Sharing | No | 0 | 0 | ✓ | 25%n=4+tx from settlement history blended with transcripts | – |
| Holiday | No | 0 | 0 | ✓ | 10%n=3+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 Nov 6, 2026 14:48 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
41 matches for “Growth”; 5 quoted, at least 25 words apart.
…several quarters, there is a clear story emerging. Airbnb is back in growth mode. It is rare for a marketplace of our size to reaccelerate…
…across the business. In Q3, every region developed to deliver double-digit nights' growth. Growth accelerated in all five of our core markets, the U.S., France,…
…Airbnb, and more people try it for the first time. First-time booker growth accelerated 13%. This is the highest it has been since early 2022,…
…our app. I want to start by explaining what is driving this growth. This did not happen overnight. Airbnb grew incredibly fast when we started,…
…thankless at the time because we had to trade in some near-term growth to make these very important investments. We did this for the long-term…
Where the listed words were said
…When you put it all together, that is what is driving our growth. We spent years changing how Airbnb operates, and now we are seeing…
…and thank you for joining Airbnb's earnings conference call for the third quarter of 2026. As a reminder, this conference call is being recorded and…
…marketing expenses to Q4. Let me take a moment on monetization and take rate. Our implied take rate was 17.6% in the quarter, down slightly…
…of millions of dollars in incremental revenue. Then we took it to international expansion, and we gave them more autonomy, moved really quickly, and we…
…with a pilot in just four cities. Today, we have thousands of boutique and independent hotels in Airbnb across more than 60 top destinations. Hotel…
…was inspired by the original early days of Airbnb with my co-founders. Project Hawaii, this what I have talked about in prior earnings calls, was…
That's changing, because we partner with airlines like Delta, Qantas, and TAP Air to reach millions of travelers through companies they already use. In October,…
…golden age of social networking. At some point, social networking morphed into social media, and our friends became our followers, and we stopped connecting, we…
Agents: this page as TSV at /api/v1/appearances/airbnb:2026-11-05:earnings_call · words: /api/v1/brief?appearance=airbnb:2026-11-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP