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Edge20 Feb 2026
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SEEK
SEEK (SEK) investor relations material
SEEK H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary16 Feb, 2026
Executive summary
Placement share in Australia increased to 5x the nearest competitor, with high teens yield growth driven by AI-enabled ad tiers and outcome-based pricing, resulting in 17% yield growth and double-digit revenue growth despite lower paid volumes.
Management expressed strong confidence in the business's current position and future prospects, citing market leadership, brand strength, customer trust, and a robust technology and data backbone as key differentiators.
AI and proprietary data are central to product innovation, customer value, and competitive advantage, driving placement share and yield growth.
Operating leverage delivered revenue growth 3 percentage points faster than total costs (excluding Sidekicker).
EBITDA and Adjusted Profit grew, but a significant impairment of Zhaopin led to a reported loss.
Financial highlights
Sales revenue was $647m, up 21% year-over-year; net revenue was $601m, up 12% (11% excluding Sidekicker).
EBITDA was $267m, up 19%; Adjusted Profit was $104m, up 35%.
Reported loss attributable: $(177.9)m (vs. $139.8m profit prior year), mainly due to Zhaopin impairment.
A non-cash impairment charge of $356m was recorded against the Zhaopin investment.
Record interim dividend of 27cps, up 13% year-over-year.
Outlook and guidance
Revenue and EBITDA are expected to be in the top half of the original guidance range for the year.
FY26 guidance: net revenue $1.19bn–$1.23bn, EBITDA $530m–$550m, total expenditure $810m–$840m, Adjusted Profit up 32% vs FY25.
Management maintains a high single-digit medium-term yield growth outlook, despite recent double-digit growth.
Placement share leadership is expected to grow, with high single-digit paid ad yield growth and revenue growth outpacing cost growth.
Volumes are expected to remain stable for the foreseeable future.
Zhaopin ownership simplification status?
Fund's capital call impact on net assets?
Outlook for EBITDA cash conversion ratio?
How does SEEK's unique data counter AI disruption?
Future drivers of yield growth beyond current products?
Assess Growth Fund's 8% IRR value to SEEK.
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Next SEEK earnings date
H2 202618 Aug, 2026
SEEK
Next SEEK earnings date
H2 202618 Aug, 2026
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Frequently asked questions
SEEK Limited is an online employment marketplace operator providing job listings, education services, and human resource technology solutions. It serves markets across Australia, New Zealand, Asia, and Latin America. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.
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