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Rightmove
Rightmove (RMV) investor relations material
Rightmove Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading Update summary7 Nov, 2025
Strategic direction and business evolution
Accelerating execution with AI and data at the core, targeting both partners and consumers across core and new growth areas.
Focus on developing a leading digital ecosystem for the moving experience, leveraging network effects and proprietary data for growth and diversification.
Five pillars drive growth: consumer engagement, core partner value, strategic growth in commercial, rental, and financial services, platform/data/AI, and people.
Core residential business remains central, accounting for 90% of revenue, with strong operational and financial execution across all business pillars.
Strategic growth areas have delivered operational milestones, with revenue growth rates three times higher than core business, though initial absolute targets will take longer to realize.
Product and technology innovation
Launched new digital tools across commercial, mortgage, and rental segments, including Online Agent Valuation, AI-powered search, and Renters Checklist, driving user engagement and operational efficiency.
27 prioritized AI projects and multiple live applications, including hyper-personalized search, conversational tools, and AI-powered partner products, are transforming consumer and partner experiences.
Proprietary data and AI models deliver higher accuracy in partner products, creating a virtuous cycle of data enrichment and innovation.
App and web experiences are being aligned, with device-specific features and app-only tools to boost engagement among high-intent users.
Signed a multi-year collaboration with Google Cloud to leverage advanced AI and data capabilities, supporting innovation across the platform.
Consumer experience transformation
AI-driven features include hyper-personalized search, move journey assistants, integrated mortgage tools, and renovation calculators.
Over 20 million searches per day, 18 million mortgage interactions, and 3 million tracked properties annually.
Consumer-facing features like Style with AI and Online Agent Valuation enhance platform stickiness and data collection.
Deepening engagement and expanding utility to accelerate new revenue opportunities.
App adoption and engagement accelerating, with app users showing higher retention and more sessions than web-only users.
Explain the delay in Strategic Growth Area revenue ambitions
Detail the 2026 operating profit growth impact from investment
How will AI investment enhance network effects?
What's the 2027 commitment for new growth areas?
How does proprietary data enhance AI models?
What drives profit growth post-investment phase?
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Next Rightmove earnings date
H2 202527 Feb, 2026
Rightmove
Next Rightmove earnings date
H2 202527 Feb, 2026
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Rightmove plc operates the United Kingdom’s largest online real estate portal. It provides digital property listings, marketing services, and data analytics tools to estate agents, letting agents, and new home developers. The company is headquartered in Milton Keynes, United Kingdom, and its shares are listed on the LSE.
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