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- **Proprietary Growth Surge**: Service requests +11%, leads +16%, revenue per lead +11% driven by AI-first customer experience.
- **Network Channel Decline**: <10% of leads with improved win rates, signaling strategic shift.
- **2026 Outlook**: Mid-single-digit revenue growth with EBITDA leverage, nominal pro growth resumption.
- **AI Innovation**: AI helper converts at 2.7x traditional rate, driving 1/3 of service requests.
- **Buyback Authorization**: 3.2M shares available, with $20M repurchased YTD.

**【CEO Summary Section】**
- **Customer Metrics Improvement**: Hire rate up double digits, win rate +30%, NPS up 10% YoY, pro retention churn down 7% YoY.
- **Proprietary Growth Acceleration**: Service requests +11%, leads +16%, revenue per lead +11%.
- **Network Channel Decline**: From 40% to <10% of leads, with improved win rates matching other channels.
- **Platform Migration**: Shifting to single AI-first platform by 2027, with no disruption to growth trajectory.
- **AI Strategy**: AI helper tool converts at 2.7x traditional rate, driving 1/3 of service requests.
- **2026 Outlook**: Mid-single-digit revenue growth, EBITDA leverage through fixed cost discipline, nominal pro growth resumption.

**【CFO Remarks】**
- **Financial Overview**: EBITDA performance driven by contribution margin outperformance and expense timing.
- **CapEx Guidance**: $60M for 2025, similar for 2026, front-loaded in 2026.
- **Buyback Authorization**: 3.2M shares authorized, $20M repurchased YTD.

**【Q&A Highlights】**
- **EBITDA Dynamics**: Resolution of two vendor matters may impact 2026 EBITDA, but expect ultimate resolution.
- **AI Investment**: Doubling TV spend in 2026 to capitalize on branded traffic strength.
- **Competitive Position**: Strong brand equity and network quality differentiate against competitors.
- **Capital Allocation**: Prioritize platform migration and AI-first strategy over aggressive share buybacks.

Angi Inc. (ANGI) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

ANGI

ANGI fundamentals

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