London · Delayed Price · Currency is GBP · Price in GBX RELX PLC Earnings Call Transcripts
Fiscal Year 2025
-
Strong 2025 results with 7% underlying revenue growth and 9% adjusted operating profit growth, driven by AI-enabled analytics and robust performance across all segments. Margins improved, cash conversion was high, and the outlook remains positive with continued investment in innovation and share buybacks.
-
Underlying revenue grew 7% in the first nine months, with strong performance across all segments, especially in risk, legal, and exhibitions. AI-powered solutions are driving growth and adoption, while capital allocation remains focused on organic development and shareholder returns.
-
The CEO detailed a rapid shift from legal information to AI-powered workflow solutions, driving double-digit pricing uplifts, accelerated global adoption, and significant productivity gains. Proprietary content, advanced technology, and deep customer relationships underpin a strong competitive moat and expanding market opportunity.
-
Strong first-half results with 7% underlying revenue growth and 9% adjusted operating profit, driven by AI-enabled analytics and robust performance across all segments. Margin and EPS improved, with continued strong outlook and strategic progress, including further reduction in print exposure.
Fiscal Year 2024
-
Strong 2024 results with 7% revenue and 10% adjusted operating profit growth, margin expansion, and robust cash flow. All segments performed well, led by AI-driven analytics, with continued portfolio optimization and increased shareholder returns planned for 2025.
-
Revenue growth accelerated to 7% in 2024, driven by advanced AI-powered legal platforms like Lexis+ AI and Protégé, which deliver double-digit spend uplifts and deep workflow integration. The company maintains market leadership through unique content, rapid innovation, and sustainable long-term growth.
-
Underlying revenue grew 7% in the first nine months, with strong electronic and analytics-driven growth across all segments. Print declines in STM continue but are less significant, while AI-powered products and operational efficiencies are supporting organic growth and profitability.
-
Strong H1 2024 results with 7% revenue and 10% adjusted operating profit growth, margin up to 34.1%. All segments performed well, with AI-driven tools boosting sales and profitability, and continued investment in digital and legal tech.