Rightmove plc (RMV) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

right now we officially start so good morning and welcome to the presentation of right moves results for 2025 I'm joined today by Rory hook our CFO sitting here we'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 ARPA and membership increases in the core business, as well as contribution from growth in our strategic growth areas. Underlying operating profit growth of 9% reflects our revenue growth and ongoing investments in people, technology, and product delivery. Underlying EPS grew by 11%, and we increased capital returned by 21%. And finally, time on site at 16.8 billion minutes was the second highest on record, only beaten by the COVID exceptional burst in 21. Said differently, the equivalent of 32,000 years of time was spent on the Rightmove platform last year. We made some strong operational progress as well, right across the platform last year. So from the left, over 85% of that large audience came through direct and organic traffic, and we grew our app users by a strong 11%. We continue to evolve to meet consumers wherever they are, and we doubled our engagement numbers in social media channels. We saw strong penetration of our top packages in estate a...