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Angi (ANGI) investor relations material
Angi Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenue declined 10% year-over-year to $265.6 million, mainly due to lower domestic advertising, services, and membership revenue, and a significant decrease in Network Service Requests and Leads after the full implementation of homeowner choice in January 2025.
Proprietary Service Requests and Leads grew 11% and 16% year-over-year, respectively, reflecting improvements in customer experience and SEM performance.
Operating income surged 179% to $21.8 million, and Adjusted EBITDA increased 12% to $39.7 million, driven by lower pro acquisition and fixed expenses.
Net earnings attributable to shareholders were $10.6 million for Q3 2025, down 70% year-over-year, with diluted EPS at $0.23.
The company completed a spin-off from IAC in March 2025, resulting in only Class A Common Stock outstanding and a 1-for-10 reverse stock split.
Financial highlights
Gross profit for Q3 2025 was $253.2 million (95% margin), down 10% year-over-year; nine-month gross profit was $751.2 million (95% margin), down 14%.
Revenue per Lead rose 11% year-over-year, benefiting from sales force consolidation and a shift in pro base mix.
Adjusted EBITDA for Q3 2025 was $39.7 million, up 12% year-over-year; nine-month Adjusted EBITDA was $100.4 million, down 12%.
Cash and cash equivalents at September 30, 2025, were $340.7 million, down from $416.4 million at year-end 2024.
Long-term debt remained stable at $497.5 million, with $500 million of 3.875% Senior Notes due August 2028.
Outlook and guidance
Maintaining mid-single-digit revenue growth target for 2026, with strong proprietary channel performance offsetting network channel declines.
Capital expenditures for 2025 are expected to be about 20% higher than 2024, mainly due to increased investment in capitalized software.
Management expects existing cash and positive operating cash flows to be sufficient for the next twelve months.
Anticipate margin leverage from fixed cost discipline and AI-driven productivity, not from contribution margin expansion.
Expecting modest overall service request and revenue growth in 2024, with some variability across quarters due to channel mix and comparisons.
Future revenue trajectory post-homeowner choice?
Reconcile pro acquisition decline with retention gains.
Impact of cost optimization on future revenue growth?
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Q4 202511 Feb, 2026
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Frequently asked questions
The world's largest marketplace operator for home services
Angi provides several marketplaces that connect consumers looking for home services with service providers for over 500 categories, such as plumbing, house cleaning, and roof repair, et cetera. Thus, the company sits in the middle of the on-demand economy with its two-sided network business model.
The company’s most well-known brands and marketplaces are Angi, HomeAdvisor, and Handy, all located in the U.S. with similar offerings. Angi also has a wide presence in Europe, with brands like Travaux in France, MyHammer in Germany, and MyBuilder in the UK. A significant majority of the company's revenue, however, stems from U.S. operations.
Several rebrandings and acquisitions
Angi was founded as Angie’s list in 1995 by Angie Hicks and William S. Oesterle. The idea came from Hicks's search for a reliable construction contractor on behalf of Oesterle, a venture capitalist and Hicks's boss at the time. In 2011, Angie’s List went public on the NASDAQ as ANGI.
From 1995 till now, the company has made several rebrandings and acquisitions. The most prominent rebranding was completed on March 17, 2021, when the company also made several drastic changes to its business. With this move, Angie's List became Angi, HomeAdvisor became HomeAdvisor, powered by Angi, and the corporate name ANGI Homeservices was changed to Angi. New logotypes, a new mobile experience that included the company's new pre-priced offering, in-app messaging, and features regarding how to get financing and make payments on the platform, summarize the major changes.
Self-regulated and network effects
Compelling for both consumers and Angi, a marketplace is usually self-regulated. If a service provider does a poor job, it will result in a bad review. This reproduces a structure where a service provider who does not deliver, and thus gets bad reviews, will have a hard time getting more jobs through the platform – incrementally increasing the overall quality of services over time.
A marketplace also entails network effects, which act as a competitive strength. An increase in demand (customers looking for home services) means that Angi will attract more supply (service providers) and vice-versa. This causes the value proposition from a two-sided marketplace to increase as it grows. The long-term vision for Angi is to be the natural cognitive reference if something is going to get done in anyone’s home – like Uber for transport, Airbnb for travel, or Amazon for eCommerce.
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