Operating

Deferred Revenue

Airbnb Deferred Revenue increased by 654.2% to $988.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 10.6%, from $1.11B to $988.00M. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2019
Last reportedQ1 2026May 7, 2026

How to read this metric

An increase indicates strong future demand and cash collection, while a decrease indicates the fulfillment of previously paid obligations.

Detailed definition

Represents the net change in payments received from customers for goods or services that have not yet been delivered or...

Peer comparison

Common in long-term contract businesses like LNG; peers with long-term take-or-pay contracts often show significant deferred revenue.

Metric ID: operating_increase_decrease_in_deferred_revenue

Historical Data

11 periods
 Q2 '21Q4 '21Q1 '22Q2 '22Q1 '23Q2 '23Q1 '24Q2 '24Q1 '25Q2 '25Q1 '26
Value$537.66M$11.50M$844.00M$234.00M$989.00M$174.00M$1.01B$191.00M$1.11B$131.00M$988.00M
QoQ Change-97.9%>999%-72.3%+322.6%-82.4%+479.3%-81.1%+478.5%-88.1%+654.2%
YoY Change-56.5%+17.2%-25.6%+1.9%+9.8%+9.6%-31.4%-10.6%
Range$11.50M$1.11B
CAGR+27.6%
Avg YoY Growth-10.7%
Median YoY Growth-4.3%

Deferred Revenue at Other Companies

Frequently Asked Questions

What is Airbnb's deferred revenue?
Airbnb (ABNB) reported deferred revenue of $988.00M in Q1 2026.
How has Airbnb's deferred revenue changed year-over-year?
Airbnb's deferred revenue decreased by 10.6% year-over-year, from $1.11B to $988.00M.
What does deferred revenue mean?
The net change in cash received from customers for work not yet completed.