Angi Inc. (NASDAQ:ANGI) Q3 2024 Earnings Call November 12, 2024 8:30 AM ET Company Participants Joey Levin - Chief Executive Officer, IAC and Chairman, Angi Inc. Jeff Kip - Chief Executive Officer Christopher Halpin - Executive Vice President, Chief Financial Officer and Chief Operating Officer, IAC Conference Call Participants Cory Carpenter - JPMorgan Jason Helfstein - Oppenheimer John Blackledge - TD Cowen Eric Sheridan - Goldman Sachs Ross Sandler - Barclays Dan Kurnos - The Benchmark Company Tom Champi ...

Table of Contents As filed with the Securities and Exchange Commission on November 12, 2024 | --- | --- | |--------------------------------------------------------------------------|------------| | UNITED STATES SECURITIES AND EXCHANGE Washington, D.C. 20549 | COMMISSION | | FORM 10-Q | | ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2024 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ...

Page 1 of 13 ANGI REPORTS Q3 2024 IAC considering a spin-off of Angi Q3 operating income improves $16 million to $8 million Q3 Adjusted EBITDA improves 27% to $35 million DENVER — November 11, 2024 — Angi Inc. (NASDAQ: ANGI) released its third quarter results today. A letter to IAC shareholders from Joey Levin, the Chairman of Angi Inc. and Chief Executive Officer of IAC, is available on the Investor Relations section of IAC's website at ir.iac.com. | --- | --- | --- | --- | --- | --- | |------------------- ...

Angi (ANGI) reported $296.72 million in revenue for the quarter ended September 2024, representing a year-over-year decline of 20.2%. EPS of $0.07 for the same period compares to -$0.01 a year ago. ...

DENVER, Nov. 11, 2024 (GLOBE NEWSWIRE) -- Angi Inc. (NASDAQ: ANGI) posted its third quarter financial results on the investor relations section of its website at ir.angi.com/quarterly-earnings. As announced previously, Angi Inc. and IAC will host a conference call to discuss both companies’ respective third quarter results and to answer questions. The call will be held on Tuesday, November 12, 2024, at 8:30 a.m. ET. Joey Levin, CEO of IAC and Chairman of Angi Inc., Jeffrey Kip, CEO of Angi Inc., and Christo ...

公司财报相关 - 公司将于11月11日发布2024年第三季度财报 [1] - 目前Zacks共识预估公司营收为2.959亿美元较去年同期下降20.42% 预估盈利在过去30天达到收支平衡较去年同期亏损1美分有所改善 [3] - 上个季度公司盈利惊喜达到200% 过去四个季度盈利均超过Zacks共识预估平均为129.17% [4] 盈利预测相关 - 公司目前盈利ESP为0.00% Zacks排名为3 现有模型不能确切预测此次盈利是否超过预期 [5] 业绩影响因素相关 - 预计国内整体营收低迷影响公司第三季度业绩 持续的用户体验提升以及销售和营销支出降低可能导致服务请求减少和新服务专业人员获取减少 预估国内广告和线索营收为2.4亿美元同比下降17.8% [6] - 预计本季度利润率优化举措和服务请求减少影响服务营收 预估国内服务营收为2394万美元同比下降20.2% 不过公司已系统优化和重组销售队伍以提高留存率和服务及专业人员质量 [7] - 公司纳入专业人员在线注册以瞄准高质量专业人员并降低团队获取成本可能推动本季度客户增长 2024年第二季度18.7万服务专业人员完成工作、宣传服务或寻找消费者 公司通过去除低价值营收渠道提高营销效率并通过技术整合协同匹配和货币化推动营收 [8] - 2024财年第二季度每个服务请求的货币化交易增长20%达到1.37 [9] - 公司裁员有助于提高效率 2024年第二季度销售和营销费用下降24%至1580万美元 第二季度国际营收增长14%主要受更大的服务专业人员网络和更高的人均服务营收推动 预估第三季度国际营收为3204万美元同比增长9.4% [10] 股价表现与估值相关 - 公司股票今年迄今回报率为1.6%低于Zacks计算机和技术板块28.5%的回报率 这一回调让一些投资者思考在第三季度财报发布前是否是买入这家高增长软件公司的机会 [11] - 与更广泛的Zacks互联网 - 内容行业相比公司股票有折扣 截至最新数据公司12个月远期市销率约为1.06 [13] 投资论点相关 - 公司在不断增长的家庭服务市场领域运营 主要营收驱动为服务提供商订阅和消费者连接费用 公司向固定价格服务模式的战略转变可能提高货币化但利润率压力仍是担忧 公司受益于家庭服务发现的数字化转型但面临传统推荐网络和新兴平台的竞争 关键指标包括服务提供商获取成本、用户参与率和费率稳定性 公司与IAC投资组合的整合提供运营协同效应但也受母公司动态影响 财报前重点关注固定价格服务增长、消费者需求趋势和盈利进展 [15][16] 结论相关 - 鉴于公司正在进行的运营转型和市场不确定性 投资者保持持有或等待更有吸引力的切入点可能受益 公司向固定价格服务的转型有希望但近期盈利挑战和竞争压力需谨慎对待 [17]

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...

Angi (ANGI) shares have gained 2.5% year to date, outperforming the broader Zacks Computer and Technology sector’s decline of 1.7%. It has also outperformed Zacks Internet – Content industry and peers like DHI Group (DHX) , Tencent Music Entertainment Group (TME) , and Shutterstock (SSTK) . Over the same time frame, shares of DHI Group, Tencent Music Entertainment Group and Shutterstock have declined 14.8%, 23% and 28.3%, respectively, while the industry has appreciated 0.3%.This outperformance can be attri ...

文章核心观点 - Angi Inc.将于2024年11月12日发布第三季度财报,并举行电话会议 [1] - Angi Inc.是一家帮助家庭业主完成家庭项目并帮助家庭服务专业人士发展业务的公司 [2] - IAC是一家建立公司的公司,旗下拥有多家上市公司和其他业务,总部位于纽约 [3] 公司概况 - Angi Inc.成立于1995年,最初目标是帮助人们找到当地的专业家庭服务商 [2] - 如今Angi已经发展到帮助人们找到、预订和雇佣专业人士,以及研究成本、寻找灵感和发现项目可能性 [2] - Angi已经帮助超过1.5亿人维修、修缮和改善家庭,并帮助数十万家小型本地企业发展 [2] - IAC成立于20多年前,旗下已经孵化出11家上市公司和多代优秀领导人 [3] - IAC目前由多家行业领先企业组成,包括Angi Inc.、Dotdash Meredith和Care.com等 [3]

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tri ...