Airbnb said on Tuesday that it is launching its “Reserve Now, Pay Later” feature — which lets users secure bookings without immediate payment — globally. This allows users to cancel their bookings if there is a change of plans without losing money upfront.
Airbnb (ABNB) dropped 17% over the last month, reigniting the familiar debate for travel investors. Is this a buying opportunity, or an early warning sign?
Airbnb has taken its time to launch AI features within the app, but CEO Brian Chesky on Friday said the company is now planning to bake in features powered by large language models that would help users search for listings, plan their trips, and aid hosts in managing their properties.
Airbnb says its custom-built AI agent is now handling roughly a third of its customer support issues in North America, and it's preparing to roll out the feature globally. If successful, the company believes that in a year's time, more than 30% of its total customer support tickets will be handled by AI voice and chat in all the languages where it also employs a human customer service agent.
Shares of Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1) rose nearly 7% on Friday morning after the vacation rental platform reported fourth-quarter revenue that beat Wall Street expectations and issued a stronger-than-expected outlook for the start of 2026. Airbnb reported fourth-quarter earnings per share of $0.56, below analysts' expectations of $0.66.
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