ANGI Angi Inc - Ordinary Shares - Class A

$ANGI’s new CEO Michael Steib is taking a $1 salary and no cash bonus. His package is equity-heavy: • 1M RSUs → 25%/yr over 4 years • 300k PSUs at $10 after year 1 • 300k at $12 after year 2 • 300k at $14 after year 3 • 100k at $20 after year 4 (price hurdle must hold for 30 trading days) His track record: XO/The Knot stock tripled under his leadership before the $933M WeddingWire deal; most recently TEGNA was acquired by Nexstar. The mandate is clear: take $ANGI from turnaround → growth, AI, higher profitability and shareholder value. http://sec.gov/Archives/edgar…

$ANGI Large Pro is starting to look like more than just lead generation. The focus is shifting toward: * where customers should invest, * which locations have capacity, * where conversion is strongest, * where spend is inefficient, * and whether the unit economics actually work. That’s a much stickier proposition than simply selling leads. If Angi can combine enterprise data + AI + local execution + measurable ROI, Large Pro could become a very different business from legacy Angi.

$ANGI is testing a new acquisition channel inside ChatGPT. The interesting part isn’t “AI” itself. It’s the possibility of capturing high-intent homeowners at the exact moment they’re looking for help, qualifying the project in-conversation, and pushing it directly into Angi’s marketplace. If conversion is better than traditional paid search, this could matter a lot for CAC, margins and FCF.