Airbnb Contract with Customer, Liability increased by 51.6% to $10.55B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.0%, from $9.18B to $10.55B. Over 5 years (FY 2020 to FY 2025), Contract with Customer, Liability shows an upward trend with a 26.1% CAGR.
An increase indicates higher deferred revenue and future service obligations, while a decrease suggests revenue is being recognized faster than new prepayments are received.
This represents the obligation to transfer services to a customer for which the entity has received consideration or for...
Similar to deferred revenue or contract liabilities reported by other asset management and financial services companies.
other_contract_with_customer_liability| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $6.30B | $3.94B | $3.72B | $6.10B | $7.47B | $4.81B | $4.78B | $7.76B | $9.14B | $5.99B | $5.87B | $8.74B | $10.34B | $6.57B | $5.93B | $9.18B | $11.07B | $7.21B | $6.96B | $10.55B |
| QoQ Change | — | -37.5% | -5.7% | +64.3% | +22.3% | -35.6% | -0.5% | +62.2% | +17.8% | -34.5% | -2.0% | +48.9% | +18.4% | -36.4% | -9.8% | +54.7% | +20.6% | -34.9% | -3.5% | +51.6% |
| YoY Change | — | — | — | — | +18.5% | +21.9% | +28.7% | +27.1% | +22.5% | +24.6% | +22.7% | +12.6% | +13.1% | +9.8% | +1.1% | +5.0% | +7.0% | +9.7% | +17.3% | +15.0% |