RELX Stands to Benefit from Consumer AI Agents

Dow Jones
昨天

1108 GMT - London-listed software group RELX is one of the few media companies well-placed to benefit from the rollout of consumer-focused AI agents, Bank of America's David Amira and Adrien de Saint Hilaire write. Agents like Meta's Muse can automatically make purchases on consumers' behalf and recommend different products, making it more likely consumers will switch providers of products like insurance and phone contracts more frequently. Around 15% of RELX's revenue comes from sales to insurance companies, with the majority of the insurance business based on one-off transactions, the analysts say. As a result, RELX would benefit from more consumers shopping around for insurance--something that "could prove a multiyear tailwind," for the company, they say. RELX shares slip 0.2%.

 

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