- Apr 11, 2026
The company’s CEO, Brian Chesky, said at the fourth-quarter earnings meeting that over the next year, more than 30% of global customer support requests are expected to be handled through AI-driven voice and message-based systems. The service will gradually be launched in all languages where human customer service representatives are available.
According to Chesky, AI will not only reduce costs but also improve service quality. In some cases, it can provide faster and more effective solutions than humans.
To accelerate technological transformation, the company recently appointed Ahmad Al-Dahle as Chief Technology Officer. He previously led the Creative AI team at Meta and contributed to the development of the “LLaMA” language model. Chesky mentioned that future mobile applications will not only display search results but also understand user preferences and provide complete travel planning assistance. This will benefit both guests and hosts while enhancing operational efficiency.
The company claims to have over 200 million verified user identities and 500 million in-house reviews, which are beyond the reach of typical conversational AI bots. Additionally, guests can communicate directly with hosts—a key strength of the platform.
Financially, positive progress has been reported. In the fourth quarter, the company’s revenue reached $2.78 billion, exceeding market expectations. Revenue for the current quarter is estimated to be between $2.59 and $2.63 billion. Annual revenue growth is expected to remain in the low single digits.
Some investors have expressed concerns that future AI-powered platforms entering the short-term rental market directly could increase competition. However, Chesky stated that their system is not just a mobile app; it includes multi-layered infrastructure covering host management, customer protection, insurance, and identity verification. Over the past 18 years, the network has facilitated transactions worth over $100 billion.
Limited AI-supported search features have already been launched, and testing is underway to make the search experience more conversational. There are also plans to incorporate sponsored listings into search results in the future.
Within internal operations, AI usage is also increasing. Currently, around 80% of engineers use various AI tools, with the goal of scaling this to 100% soon.