US: during the Airbnb analyst call In his Q2 2025 results, CEO Brian Chesky announced that the company will continue to “aggressively expand” into hotels.
Airbnb has announced its new website. Q2 2025 earnings results, which showed Q2 revenue at $3.1 billion with a net income of $642 millions. The company had booked 134.4 “nights” and “experiences”, which was a seven-percent increase in annual bookings.
Chesky said, “We had an excellent Q2, surpassing expectations across all of our key metrics. This reflects progress made in achieving our goals, including Airbnb’s new chapter.” We’re excited about the early momentum behind launch of Airbnb services and reimagined Airbnb experiencesBoth will be important contributors to the long-term growth.”
Chesky’s analyst call highlighted the mounting pressure from regulators on short-term rental properties and the increased competition coming from hotels.
Chesky stated that “we’re going aggressively to hotels” in relation to hotels. We have spent a great deal of time studying hotels as a potential business. “We think it’s compelling and that there will be more hotels on Airbnb.”
Airbnb has had conversations with independent hotels “around Europe”, where “a huge percentage of hotels are independently owned”. Chesky said that hoteliers are interested in “incremental travelers”.
Airbnb’s previous efforts to increase the hotel inventory include: 2019 acquisition of HotelTonight.
Chesky stated that “we are definitely open to acquisitions. We will look at it.” “And I think that we are now in a better place to consider acquisitions now that… we have this new expanded strategy where we’re focused not just on all aspects of travelling, but also living.
“What we’re trying to do is build a platform – a platform that has homes, services, experiences, hotels, and much more. And we will continue to expand the platform. [launch] “New businesses are being launched over and over.”
Highlights:
• Airbnb Delivered strong Q2 results, with $3.1 billion revenue, $642 millions net income and seven percent annual booking growth.
• The company will expand aggressively into the hotel market, especially in Europe.
• Acquisitions are part of the growth strategy, building on the HotelTonight deal.
• Airbnb’s vision is a multi-service platform covering homes, hotels, services, and experiences.
• Regulatory challenges and hotel competition continue to impact the business.
