What move does the options market price into Angi's report?

Implied ±31.4%, either direction · provisional.

How often does Angi move more than the options market prices?

5 of the last 8 reports moved at least as far as the implied move.

ANGINasdaqServices-Advertising

Angi Inc. (ANGI) earnings date, market-implied expected move, and options open interest by expiry

6.84

+1.20 · +21.33%

post 6.87 +0.40%

Closed16:49 ET

Open6.23Volume3.3MMkt cap$280.2MEPS-5.64

Day6.23 – 7.5748%52-wk4.26 – 14.5825%

ANGI

Angi Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±31.4%implied · straddle

4.698.99

spot 6.84exp Feb 19ATM strike 7.5ATM straddle 2.53IV 81%

Nov 4 closeprovisional

Expected move

Inputs

Next report

Feb 9

after close · in 96 days

est.Q4 FY26

Calendar

Next report

Last report

Nov 3

after close

confirmedQ3 FY26Nov 3 close

Implied vs realized

Largest filed tie

filed ties

13F top-10 QoQ

+35.10%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

171 managers

Top fund weight

0.01%

ANGI weight · IWM

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Angi (ANGI) is expected to report on Feb 9 after close (estimated date).

Implied vs realized

8 reports

5 of 8≥ implied

avg implied: ±19.4%
avg realized: ±21.6%

Nov 12 '24Nov 12 '24confirmed±12.8%▼−26.34%×2.05

Feb 11 '25Feb 11 '25confirmed±14.7%▼−5.78%×0.39

May 6 '25May 6 '25confirmed±21.3%▲+34.67%×1.63

Aug 5 '25Aug 5 '25confirmed±16.5%▲+16.53%×1.00

Nov 4 '25Nov 4 '25confirmed±26.3%▼−7.93%×0.30

Feb 10 '26Feb 10 '26confirmed±21.0%▼−23.08%×1.10

Q1 FY26May 5 '26confirmed±14.8%▼−35.22%×2.38

Q2 FY26Aug 4 '26confirmed±27.7%▼−22.95%×0.83

quarterimplied−40%0+40%realized×

Q2 FY26±27.7%▼−22.95%×0.83

Q1 FY26±14.8%▼−35.22%×2.38

Feb '26±21.0%▼−23.08%×1.10

Nov '25±26.3%▼−7.93%×0.30

Aug '25±16.5%▲+16.53%×1.00

May '25±21.3%▲+34.67%×1.63

2 older reports

Feb '25±14.7%▼−5.78%×0.39

Nov '24±12.8%▼−26.34%×2.05

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 3 expiries · Nov 3 close

0.62OI · 3 expiries · Nov 3 closeP/C open interest · Feb 19 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

8820%Nov 2015d0.165,6220%0.16

1,552+2%Dec 1843d0.256,2080%0.25

report · Feb 9 · after close · est.

2960%Feb 19106d4790%

ExpiryPutsCallsP/C

Nov 2015d8820%5,6220%0.16

Dec 1843d1,552+2%6,2080%0.25

report · Feb 9 · after close · est.

Feb 19106d2960%4790%0.62

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±31.4%

Funds 3

IWM±0.0%

UWM±0.0%

VTI±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ3 FY26

0.55%as filednet margin · revenue −2.41% QoQ · −8.89% YoY

Revenue

$242M−2.41% QoQ

Gross profit

$231M−2.10% QoQ

95.60% margin

Operating income

$15M+106.62% QoQ

6.39% margin

Pre-tax income

$13M+105.65% QoQ

Net income

$1M+100.58% QoQ

0.55% margin

Cost of revenue

$11M−8.71% QoQ

Operating expenses

$216M−54.07% QoQ

Marketing $127M

SG&A $62M

Depreciation $17M

Other operating $10M

Other expense

$2M

Tax

$12M+1378.54% QoQ

Revenue$242M−2.41%

Gross profit

$231M−2.10%

95.60% margin

Operating income

$15M+106.62%

6.39% margin

Pre-tax income

$13M+105.65%

Net income

$1M+100.58%

0.55% margin

Cost of revenue

$11M−8.71%

Operating expenses

$216M−54.07%

Marketing $127M

SG&A $62M

Depreciation $17M

Other expense

$2M

Tax$12M+1378.54%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 4 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:45 ET

Intraday

Event sensitivity

NFP ×2.06· ±6.0% vs ±2.9% · 10 releases

eventrelease day|move|up · n×base

NFPjobs report±6.0%4 of 10×2.06

FOMCrate decision±4.2%14 of 24×1.41

PPIproducer prices±3.7%3 of 10×1.27

PCEpersonal income & outlays±2.9%10 of 19×0.98

GDPgross domestic product±2.6%11 of 19×0.87

CPIconsumer prices±2.5%3 of 10×0.85

CPROFcorporate profits±2.2%9 of 12×0.74

Bar = avg |move| to ±7% · tick = ±2.9% avg day · ×base = |move| ÷ ±2.9% · min 6 releases

Earnings history

EPS 0.03 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	—	0.03	—
Q2 FY26	Aug 4 '26 · confirmed	-5.70	—
Q1 FY26	May 5 '26 · confirmed	-0.22	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod