London · Delayed Price · Currency is GBP · Price in GBX Autotrader Group Earnings Call Transcripts
Fiscal Year 2026
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Revenue, profit, and EPS grew despite retailer profitability pressures and higher cancellations. ARPA rose 5%, operating margins remained strong, and share buybacks accelerated. FY 2027 guidance anticipates profit growth, margin stability, and continued product innovation.
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Revenue and profit grew 5% and 6% year-over-year, with strong ARPR and retailer revenue gains. AI-driven products and Deal Builder adoption accelerated, while guidance for FY2026 remains unchanged and monetization of new products is set for April.
Fiscal Year 2025
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Revenue grew 5% and operating profit 8% year-over-year, with strong ARPA and retailer growth. CoDriver AI and Deal Builder drove product innovation, while FY 2026 guidance anticipates 5%-7% retailer revenue growth and margin expansion as Autorama losses narrow.
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Revenue and profit grew strongly, with record platform engagement and successful product launches. Stock lever guidance was revised downward due to faster vehicle sales, but retailer and consumer activity remain robust. DealBuilder and AI initiatives are scaling, supporting future growth.