ANGI
Angi Inc.12.25
-0.31-2.47%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
543.19MP/E (TTM)
16.78Basic EPS (TTM)
0.73Dividend Yield
0%Recent Filings
10-Q
Q3 FY2025 results
Angi Inc. posted Q3 revenue of $265.6M, down 10% y/y but up 1% q/q (derived), as Domestic leads held steady while advertising and services dipped amid profitability tweaks like sales consolidation and homeowner choice rollout. Operating income surged to $21.8M from $7.8M y/y, with gross margins steady at 95% and selling expenses dropping 17% on lower headcount and offline ads; diluted EPS rose to $0.23 from $0.70 y/y, reconciling to 45.1M weighted shares with no anti-dilution flagged. Free cash flow stood at $34.1M for the quarter (derived from YTD operating cash of $75.0M less $40.9M capex), bolstering $340.7M cash against $500M senior notes due 2028 at 3.875% with no revolver noted. The spin-off from IAC closed March 31, 2025, via stock dividend with no goodwill impact disclosed. Yet competition from platforms like Thumbtack and Yelp pressures market share.
8-K
Angi Q3 revenue falls, profits soar
Angi Inc. reported Q3 2025 revenue of $265.6 million, down 10% year-over-year due to sharp drops in network channels from homeowner choice implementation, yet proprietary service requests rose 11% and leads climbed 16% on better customer experience. Operating income surged 179% to $21.8 million, fueled by lower depreciation and stock-based compensation, while Adjusted EBITDA grew 12% to $39.7 million amid reduced pro acquisition costs. The company repurchased 14.7% of shares year-to-date and secured a fresh 3.2 million share authorization. Revenue dipped, but core metrics strengthened.
8-K
Angi Q2 revenue dips, profits soar
Angi Inc. reported Q2 2025 revenue of $278.2 million, down 12% from last year due to efficiency tweaks like marketing optimization and sales consolidation, yet operating income surged 92% to $17.7 million on lower depreciation. Proprietary Service Requests rose 7% and Leads 16%, signaling core growth amid network channel declines. Shares repurchased hit 12.1% outstanding year-to-date. Efficiency drives profits.
10-Q
Q2 FY2025 results
Angi Inc. posted Q2 revenue of $278.2 million, down 12% year-over-year but up sequentially from Q1's $245.9 million, as Domestic leads and advertising dipped amid marketing tweaks and sales streamlining, while International held steady at $32.7 million. Gross margin slipped to 95.3% from 95.5%, yet operating income surged 92% to $17.7 million, fueled by 12% cuts in selling and marketing plus 58% less depreciation from prior write-offs. Diluted EPS hit $0.23 on 47.7 million shares, aligning with net earnings of $10.9 million. Cash at $362.5 million covers $497.2 million in 3.875% notes due 2028, with free cash flow at $29.2 million after $24.8 million capex. The March spin-off from IAC sharpened focus. Still, softer demand lingers as a risk.
8-K
Angi elects board, ratifies auditor
Angi Inc. held its annual stockholder meeting on June 17, 2025, electing Thomas R. Evans, Alesia J. Haas, Jeffrey W. Kip, and Joseph Levin to its board as Class I directors through 2028. Stockholders overwhelmingly ratified Ernst & Young LLP as the independent auditor for fiscal 2025, with 39.5 million votes in favor against just 74,000 opposed. Board continuity holds firm.
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