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Dec 31, 2025
ANGI Homeservices Q4 2025 Earnings Report
Angi Inc. reported a decrease in revenue but significant growth in operating income and Adjusted EBITDA for Q4 2025.
Key Takeaways
Angi Inc. experienced a 10% decrease in revenue in Q4 2025, primarily due to a significant drop in Network Revenue following the implementation of homeowner choice. However, the company saw substantial growth in operating income by 175% and Adjusted EBITDA by 25%, driven by reduced fixed costs and improved efficiency. The company also repurchased 3.2 million common shares.
Revenue decreased by 10% year-over-year to $240.8 million in Q4 2025.
Operating income surged by 175% to $5.9 million, and Adjusted EBITDA increased by 25% to $39.7 million.
Net earnings were $7.2 million, a significant improvement from a net loss of $1.3 million in Q4 2024.
The company repurchased 3.2 million common shares for $37.3 million between November 3, 2025, and December 31, 2025.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Angi Inc. expects to return to revenue growth for fiscal year 2026 following the successful completion of the transition to homeowner choice.
Positive Outlook
- Expected return to revenue growth for fiscal year 2026.
- Successful completion of the transition to homeowner choice.
- Continued strong execution in paid marketing in Proprietary channels.
- Improvements in customer experience driving Proprietary Service Requests and Leads.
- Reduction in fixed costs and greater efficiency contributing to improved profitability.
Challenges Ahead
- Significant decrease in Network Revenue due to homeowner choice implementation.
- Overall decrease in Service Requests and Leads year-over-year.
- Revenue per Lead decreased, partly due to delivering additional Leads to subscription Pros in excess of contract values.
- Restructuring expenses incurred due to global workforce reduction.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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