The chart below shows how RELX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, RELX sees a +0.00% change in stock price 10 days leading up to the earnings, and a +0.00% change 10 days following the report. On the earnings day itself, the stock moves by +0.00%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Consistent Revenue Growth: Underlying revenue growth of 7% in the first nine months of 2024, consistent with the first half of the year.
Risk Division Revenue Growth: In the Risk division, underlying revenue growth was 8%, driven by analytics and decision tools across segments.
Exhibitions Revenue Growth: Exhibitions reported a strong underlying revenue growth of 13%, reflecting an improved growth profile of the events portfolio.
Legal Revenue Growth: Legal segment achieved a 7% underlying revenue growth, up from 6% in full year 2023, driven by higher value-added legal analytics and tools.
Lexis+ AI Rollout Progress: The rollout of Lexis+ AI continues to progress well, enhancing the platform's capabilities and positively impacting customer engagement.
Negative
Declining Print Revenues: Print revenues are declining at twice the usual rate, indicating a significant ongoing challenge in the STM segment.
Print Revenue Decline Management: The STM print decline is not a strategic focus, suggesting a lack of proactive management in addressing this revenue loss.
Print Revenue Decline: The company anticipates that the print drag will continue to diminish over time, but this implies ongoing negative impact on revenue from print segments.
Insurance Market Uncertainty: There is uncertainty regarding the future performance of the insurance market, with potential tougher comparisons expected in 2025, which could negatively affect growth rates.
AI Impact on Revenue Growth: Despite the introduction of Lexis+ AI, there is no clear indication that it is enhancing cross-selling of other legal analytics products, raising concerns about its overall impact on revenue growth.