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Angi (ANGI)
NASDAQ:ANGI
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.4Last Year’s EPS
0.3Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive operational and margin story: management has meaningfully improved profitability, cash flow, and customer metrics while positioning the business for AI-driven product enhancements and selective brand reinvestment. However, near-term top-line growth faces clear headwinds from Google SEO volatility and a materially weaker network channel, plus short-term product timing and monetization challenges. Taken together, the company appears operationally healthier and better capitalized for growth, but execution and channel recovery risks temper the outlook.Company Guidance
Material Margin and Cash-Flow Improvement
Doubled adjusted EBITDA over the last three years, cut capital expenditures in half, and swung from negative free cash flow to positive free cash flow; finished last year with ~$140M adjusted EBITDA and are guiding to $145–$150M next year (excludes certain one-time items).
Operational Improvements in Customer Metrics
Homeowner NPS improved by more than 30 points, churn reduced by more than 30%, customer success rates improved over 20%, and customer repeat rate turned positive (~+10% in Q4).
Proprietary Revenue Growth
Proprietary business grew 17% for full-year 2025 and represented ~23% growth in Q4; management expects proprietary to be a mid-single-digit (and potentially low-double-digit) grower long term and to comprise over 90% of the business acceleration.
AI & LLM Initiatives Showing Early Potential
Deployed LLM/AI technology in core UX where ~35% of homeowners touch the experience and those users convert ~3.3x to a pro selection versus users who do not touch it; active technical conversations with every major LLM, announced a deal with Amazon Alexa and submitted an app to another major LLM.
Restructuring Savings and Cost Base Reset
Announced $70–$80M of annualized savings (mid‑$60M in-year savings) with ~$25M of that as capitalized labor reduction; exit fixed cost base is expected to be approximately $40M lower year-over-year vs prior plan, freeing capital for growth investments.
Returning to Brand and Pro Marketing
Reinvesting in offline brand spend (returning to 2024 levels after 2025 pullback); Q1 sales & marketing expected to increase by ~8 percentage points of revenue versus Q4; management expects the Q1 brand ramp to add ~$35–$40M incremental revenue into Q2 (with ~$10–$12M incremental marketing spend to get that growth).
Network Pro Capacity & Re-acceleration Plan
Although nominal active pro counts are down year-over-year, capacity per pro and revenue per pro have increased; acquired-pro declines are narrowing (down 23% in the most recent quarter vs down 41% earlier), with expectations for acquired-pro growth in 2026 and nominal active-pro growth in 2027.
Clear Cash/Profitability Targets by Quarter
Management expects Q2 and Q3 adjusted EBITDA in the mid-$40M range and Q4 adjusted EBITDA in the low-$40M range under seasonal assumptions, demonstrating a defined profit cadence through the year.
ANGI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ANGI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $11.96 | $9.20 | -23.08% |
Nov 04, 2025 | $12.87 | $11.85 | -7.93% |
Aug 05, 2025 | $15.67 | $18.26 | +16.53% |
May 06, 2025 | $11.25 | $15.15 | +34.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Angi (ANGI) report earnings?
Angi (ANGI) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Angi (ANGI) earnings time?
Angi (ANGI) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ANGI EPS forecast?
ANGI EPS forecast for the fiscal quarter 2026 (Q1) is -0.4.