REA Group Limited (REA) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone. My name's Alice Bennett, Head of Investor Relations, and I'd like to thank you for joining us to discuss REA Group's results for the first quarter ended 30th of September, 2025. Before we commence, I'd like to acknowledge the traditional owners of country throughout Australia. We pay our respects to Aboriginal and Torres Strait Islander cultures and to elders past and present. Today, you'll hear a welcome from REA Group's new CEO, Cameron McIntyre. Cam will then hand over to Janelle Hopkins, REA's CFO, We'll provide a brief business update and talk to the financial highlights for the quarter. Following this, we'll be happy to take any questions. And as a reminder, our quarterly numbers are top line results only, so we'll be restricted in the amount of details we can provide. With that, I'll pass it to Cam to get us started. Thanks, Alice, and good morning, everyone. Look, it's great to be here for my first results presentation as REA's CEO. I'd just like to thank the leadership team and everyone across the business for the warm welcome that I've received this week and for their hard work in delivering another positive quarter. I'd also like to acknowledge Owen's leadership and thank him for his commitment to REA. Owen's built a talented team and his strategic vision and execution has been pivotal in cementing REA as a leading Australian technology company. Given this is my first week, Janelle's going to take you through the group's first quarter business update and financial results shortly. But before handing over, I just want to share a few initial thoughts. So, look, I'm joining REA at a time of opportunity for the business and for our team, and I'm impressed with the strength of the group, the sound strategic foundations we have, and the d...