RELX PLC (REL) Earnings Call Transcripts

RELX PLC's Latest Earnings Call - May 13, 2026

In the first quarter of fiscal year 2026, RELX PLC reported a revenue of GBP 3.5 billion, consistent with previous growth rates, and reaffirmed its long-term revenue growth target of high single digits. The management emphasized the strong demand for their Fraud & Identity solutions, driven by increasing fraud attacks and the adoption of advanced AI technologies. No changes to guidance were announced, maintaining expectations for underlying profit growth to exceed revenue growth due to continuous innovation and operational efficiencies.

Reported metrics

Guidance from management

Management maintained its guidance for high single-digit revenue growth and indicated that underlying profit growth will exceed revenue growth due to continuous innovation and operational efficiencies.

What management said

Yes. I mean, our solutions are the same across customer segments. So the reliability, the accuracy that we build into financial services are also built into those other sectors as well, if that's where that question was going.

Yes. When you think about what's happening every day with our network activity, we're seeing over 400 million signals a day coming through and there are multiple elements to that signal. So that contributes to our data reposit each and every day, and that continues to grow and grow. And actually, our -- one of our -- in the past 3 weeks, we had some peak days over 500 million. So the signals that we get from those co...

What analysts pressed on

Analysts expressed concerns about the competitive landscape and the potential for AI-driven threats to outpace RELX's solutions. Questions were raised regarding customer retention metrics and the effectiveness of their fraud prevention technologies in an evolving market.

Main topics on the call

• Revenue Consistency — RELX PLC reported revenue of GBP 3.5 billion for Q1 2026, maintaining a consistent growth trajectory with an average underlying revenue growth of 8%. Management stated, "Our objective is to continue to deliver strong und...
• Fraud & Identity Solutions Demand — Management highlighted a significant increase in demand for Fraud & Identity solutions, attributing it to the rise in fraud attacks, particularly AI-driven threats. The CEO noted, "AI is accelerating the volume and the c...
• Technological Advancements — The company is leveraging advanced AI and analytics to enhance its product offerings. The CTO mentioned, "We are embedding generative AI and agentic AI tooling into our technology stack," indicating a focus on innovation...
• International Expansion — Management reported that nearly 30% of revenue now comes from outside the U.S., and they expect continued growth in international markets. They stated, "Non-U.S. expansion will continue to be an important growth opportun...

Read the full RELX PLC transcript (May 13, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 24 RELX PLC earnings call transcripts on record, spanning February 13, 2020 to July 23, 2026. Based on this history, RELX PLC reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

REL

Exchange

LSE

Country

GB

Sector

Industrials

Industry

Professional Services

Calls on record

24

First call

February 13, 2020

Most recent

July 23, 2026

Reporting cadence

quarterly