Full Year 2025 Rightmove PLC Earnings Call Transcript
Key Points
- Rightmove PLC (RTMVF) reported a 9% revenue growth in 2025, supported by increases in core business membership and strategic growth areas.
- The company achieved an 11% growth in underlying EPS and increased capital returns by 21%.
- Rightmove PLC (RTMVF) saw a strong operational performance with over 85% of traffic coming from direct and organic sources, and a 11% growth in app users.
- The company launched 31 strategic AI projects by the end of 2025, enhancing its platform capabilities.
- Rightmove PLC (RTMVF) maintained high agency retention, the second highest in over a decade, and received record positive sentiment scores from third-party surveys.
- The new homes market faced headwinds with a decline in new developments, impacting revenue growth in this segment.
- Despite strong revenue growth, the underlying operating profit growth was limited to 9% due to increased investments in people and technology.
- The company anticipates a slower revenue growth in the first half of 2026 compared to the full year, due to high comparators in the previous year.
- Rightmove PLC (RTMVF) is facing competitive dynamics in the market, with some agents expressing adversarial sentiments.
- The company plans significant investments in 2026, which may impact short-term profit growth, with a focus on expanding headcount and AI capabilities.
All right. Now we officially start. So good morning, and welcome to the presentation of Rightmove's results for 2025. I'm joined today by Rory Hook, our CFO, sitting here, he'll be here in a second.
First, a couple of takeaways. Our 2025 performance showed strong continued delivery in a competitive market, and we will step up the pace further in '26.
We continue to deliver compelling value from and across our platform to both core and other partners. We have a very strong position with consumers, partners and our data. And with our AI capability, we're enhancing all of that even further.
We continue to deliver our proposition. We're executing our strategy. We're excited about all future opportunities to further digitize the UK property sector.
Now we delivered some really strong KPIs for last year. Revenue growth of 9% was supported by our bond and membership increases in the core business as well as contribution from growth in our strategic growth areas.
Underlying operating
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