ANGI — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-05-05

• During the first quarter of 2025, the Company updated its segment reporting structure from “Ads and Leads”, “Services”, and “International” to “Domestic” and “International” to better reflect how it manages its business and how management evaluates performance and allocates resources. During the fou…

• •Proprietary Revenue – the portion of U.S. Revenue allocated to Proprietary channels, calculated based on the proportionate share of Leads originating from Proprietary channels in the period.

• •Network Revenue – the portion of U.S. Revenue allocated to Network channels, calculated based on the proportionate share of Leads originating from Network channels in the period.

• •Service Requests – requests for connections with Pros in the period, which include pre-priced offerings and indications of interest expressed on a Pro profile.

• •Leads – connections between consumers and Pros resulting from a Service Request in the period, including the completion of a job related to a pre-priced offering; a single Service Request can result in multiple Leads.

Text removed vs the prior filing · source: 10-Q · 2025-11-04

• The Company has two operating segments: (i) Domestic and (ii) International (consisting of businesses in Europe and Canada) and operates under multiple brands including Angi, HomeAdvisor, and Handy.

• •Service Requests are requests for connections with Pros in the period, which include pre-priced offerings and indications of interest expressed on a Pro profile.

• •Leads (formerly known as “Monetized Transactions”) are connections between consumers and Pros resulting from a Service Request in the period, including the completion of a job related to a pre-priced offering; a single Service Request can result in multiple Leads.

• •Proprietary Channels are sources of Service Requests in which consumers go through an Angi proprietary user experience and retail partner experiences.

• •Network Channels are sources of Service Requests in which consumers are presented with Angi Pros through a third party website experience.

Text added vs the prior filing · source: 10-Q · 2026-05-05

• On March 6, 2026, Bailey Carson, who served as our Chief Operating Officer until May 1, 2026, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of (i) up to 19,100 shares of Class A Common Stock and (ii) up to 100% of the shares of Class A Common Stock issued upon th…

• Because we are filing this Quarterly Report on Form 10-Q within four business days after the triggering event, we are making the following disclosure under this Part II, Item 5 instead of filing a Current Report on Form 8-K under Item 5.03. Amendments to Articles of Incorporation or Bylaws; Changes …

• On April 30, 2026, our Board of Directors approved an amendment to our Amended and Restated Bylaws, effective as of that date, to remedy an inadvertent inconsistency between our Amended and Restated Bylaws and our Amended and Restated Certificate of Incorporation. Specifically, the amendment to the …

• The foregoing description of the amendment is qualified in its entirety by reference to the text of our Amended and Restated Bylaws, as amended for the changes to Article II, Section 11, a copy of which is attached hereto as Exhibit 3.7 and is incorporated herein by reference.

Text removed vs the prior filing · source: 10-Q · 2025-11-04

• On September 5, 2025, 2025, Jeff W. Kip, our Chief Executive Officer and a member of our board of directors, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 57,500 shares of Class A Common Stock. The trading arrangement is intended to satis…