The AI Record

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Who is speaking

Ellie Mertz, Chief Financial Officer. CFO, responsible for financial planning and analysis, accounting and investor relations, so Mertz owns the reported financial numbers; Mertz also has an interest in presenting results favorably to investors.

How this was checked

Checked against the source by a first reader, then confirmed independently by a second reader who fetched the source without seeing the first reader's notes (Independent review agent (Claude Sonnet), blind second pass from passage text and citation only, no repository access, 2026-10-31).

Exact match. The nearest preceding speaker header is Ellie Mertz, the CFO.

How to cite this passage

Ellie Mertz (Airbnb), “earnings call transcript via Platform Aeronaut (third-party transcript site)”, earnings call transcript via Platform Aeronaut (third-party transcript site), 2026-08-06. https://transcripts.platformaeronaut.com/transcripts/ABNB-2Q26-transcript Archived at https://the-ai-record.com/passages/airbnb-obviously-does-assume-material-increase-terms-ai-2026

More from the same source

we don't need to grow our headcount. at levels that we did in the past because we're getting so much more output and speed from our existing workforce

Ellie MertzChief Financial Officer · Executive, Airbnb

Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 6, 2026.

Checked against the source [ Grade A ] Said in the last year Airbnb: $12.2 billion revenue, FY2025 Passage page

it's not about how many tokens you use, it's about the throughput of your product and the quality of your product designs and how much you're shipping.

Brian CheskyCo-founder and Chief Executive Officer · Executive, Airbnb

Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 6, 2026.

Checked against the source [ Grade A ] Said in the last year Airbnb: $12.2 billion revenue, FY2025 Passage page

Nearly 45% of issues that start with our AI assistant are now resolved without a human agent while delivering much faster resolution times.

Brian CheskyCo-founder and Chief Executive Officer · Executive, Airbnb

Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 6, 2026.

  • 45% support ai resolution share, Q2 2026. No person in the loop

Checked against the source [ Grade A ] Said in the last year Airbnb: $12.2 billion revenue, FY2025 Passage page

we've increased the number of features and improvements we shipped this year by nearly 80%.

Brian CheskyCo-founder and Chief Executive Officer · Executive, Airbnb

Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 6, 2026.

  • 80% output change, H1 2026 vs H1 2025

Checked against the source [ Grade A ] Said in the last year Airbnb: $12.2 billion revenue, FY2025 Passage page

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