财务数据和关键指标变化 - Dotdash Meredith数字业务收入同比增长13%,其中数字广告收入增长19%,主要由于核心访问量增长8%以及广告变现能力提升 [2][3] - 服务类性能营销收入下降30%,商品类性能营销收入增长18% [2] - 许可收入增长9%,主要由于苹果新闻和内容分发合作伙伴表现良好 [2] - Angi收入同比下降中单位数,公司采取措施关闭了一些低价值收入业务 [4][5] 各条业务线数据和关键指标变化 - Dotdash Meredith数字业务广告收入和许可收入增长强劲,性能营销收入增长较慢 [2][3] - Angi国际业务过去几年通过整合多个平台、优化运营和技术实现了盈利能力的大幅提升 [6][7] - Angi美国业务仍需进一步优化客户体验和提高服务质量 [7] 各个市场数据和关键指标变化 - Dotdash Meredith核心访问量增长8%,但受Facebook流量下降50%的影响 [10][11] - Angi国际业务在欧洲已经实现了收入和利润的增长 [6][7] 公司战略和发展方向及行业竞争 - 公司正在积极探索人工智能相关的机会,与OpenAI达成合作协议,将在内容生成和广告业务方面进行合作 [1][2] - 公司认为Dotdash Meredith的D/Cipher产品有望成为隐私保护下的广告解决方案的未来 [5][9] - 公司认为Angi在美国市场仍有很大的改善空间,将借鉴国际业务的成功经验进行优化 [6][7] 管理层对经营环境和未来前景的评论 - 管理层对Dotdash Meredith的数字业务前景保持乐观,预计未来每季度可实现10%以上的收入增长 [3][4] - 管理层对Angi的利润改善前景也持乐观态度,预计全年可实现1.2亿美元至1.5亿美元的调整后EBITDA [4][5] - 管理层认为公司有足够的现金流和资金实力进行股票回购等资本运作 [8] 问答环节重要的提问和回答 问题1 **Jason Helfstein 提问** 鉴于第一季度Dotdash Meredith和Angi的EBITDA表现强于预期,为何不上调全年指引?是否有任何因素给你们带来了谨慎态度? [8] **Christopher Halpin 回答** 对于Dotdash Meredith,我们对全年前景保持信心,但由于业务存在一定的季节性,我们希望在年中时再对全年指引进行调整。对于Angi,我们认为通过优化客户体验和服务质量仍有进一步改善空间,因此暂时保持原有的全年EBITDA指引区间。 [8] 问题2 **Cory Carpenter 提问** 能否就Angi CEO的交接做进一步说明?Jeff,您对未来的战略重点是什么? [3][4][6][7] **Joey Levin 回答** 我们认为由专职CEO来领导Angi业务更为合适。Jeff在国际业务方面的出色表现让我们看到了他的能力,相信他能够带领Angi在美国市场实现同样的成功。Jeff的战略重点将继续沿用之前的客户中心策略,专注于提升服务质量。 [3][4][6][7] **Jeff Kip 回答** 我的战略重点是延续之前的客户中心策略,进一步提升服务质量,为客户和服务商提供更好的体验。同时借鉴国际业务的成功经验,优化运营和技术,提升盈利能力。 [6][7]

For the quarter ended March 2024, Angi (ANGI) reported revenue of $305.39 million, down 22.2% over the same period last year. EPS came in at $0.00, compared to -$0.03 in the year-ago quarter. The reported revenue represents a surprise of +2.56% over the Zacks Consensus Estimate of $297.78 million. With the consensus EPS estimate being -$0.01, the EPS surprise was +100.00%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

Angi财报 - Angi (ANGI)报告了每股收益为0美元，与Zacks Consensus Estimate的每股亏损0.01美元相比，这一数字与去年同期的每股亏损0.03美元相比有所改善[1] - Angi在过去的四个季度中，三次超过了市场预期的每股收益[2] - Angi在2024年3月结束的季度实现了3.0539亿美元的营收，超出了Zacks Consensus Estimate的2.56%。与去年同期的3.9241亿美元相比，营收有所下降[3] - 公司管理层在财报电话会议上的评论将对股价的短期走势产生重要影响[4]

Table of Contents As filed with the Securities and Exchange Commission on May 7, 2024 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to__________ Commission File No. 001-38220 Angi Inc. (Exact name of Regist ...

Page 1 of 14 ANGI REPORTS Q1 2024 Q1 operating income improves $14 million to $3 million Q1 Adjusted EBITDA improves 21% to $36 million DENVER— May 7, 2024—Angi Inc. (NASDAQ: ANGI) released its first quarter results today. A letter to IAC shareholders from Angi Inc, Chairman and IAC CEO Joey Levin is available on the Investor Relations section of IAC’s website at ir.iac.com. ANGI INC. SUMMARY RESULTS ($ in millions except per share amounts) Q1 2024 Q1 2023 Growth Revenue $ 305.4 $ 355.5 -14 % Operating inco ...

DENVER, May 06, 2024 (GLOBE NEWSWIRE) -- Angi, a leading and comprehensive solution for improving and maintaining homes, today launched several new initiatives in advance of May 7th's National Signing Day–a day to acknowledge and celebrate students who pursue an undergraduate or graduate trade school training program. Launched today, the Angi Trade Up Scholarship Program will provide scholarships for students in construction-related programs at trade schools nationwide. Angi also announced an expanded partn ...

Angi (ANGI) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this provider of a digital marketplace for home services have returned -8% over the past month versus the Zacks S&P 500 composite's -4.2% change. The Zacks Internet - Content industry, to which Angi belongs, has lost 3.1% over this period. Now the key question is: Where could the stock be headed ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about Angi (ANGI) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Angi currently has an average brokerage rec ...

In the latest market close, Angi (ANGI) reached $2.06, with a -1.44% movement compared to the previous day. This change lagged the S&P 500's 0.02% gain on the day. Meanwhile, the Dow experienced a drop of 0.11%, and the technology-dominated Nasdaq saw an increase of 0.1%. Heading into today, shares of the provider of a digital marketplace for home services had lost 22.02% over the past month, lagging the Computer and Technology sector's loss of 5.13% and the S&P 500's loss of 3.01% in that time. Market part ...

In the latest trading session, Angi (ANGI) closed at $2.01, marking no change from the previous day. The stock outperformed the S&P 500, which registered a daily loss of 0.58%. Meanwhile, the Dow lost 0.12%, and the Nasdaq, a tech-heavy index, lost 1.15%. Coming into today, shares of the provider of a digital marketplace for home services had lost 22.39% in the past month. In that same time, the Computer and Technology sector lost 0.47%, while the S&P 500 lost 1.09%. Market participants will be closely foll ...