Audrey Stuart's questions to Angi Inc (ANGI) leadership • Q2 2025
Question
Audrey Stuart, on for Brad Erickson, inquired about pro capacity, whether pros filling their books of business could limit growth, and general service provider supply constraints in the home services industry.
Answer
CEO Jeff Kip explained that while some pros churn after building their business, many others scale up significantly on the platform. He stated that since ANGI has a small market share (under 5%) and is under-indexed on high-capacity pros, there is substantial room for growth, and industry supply constraints are not a definitive limiter for the company.