RELX Stands to Benefit from Consumer AI Agents

Dow Jones
Yesterday

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%.

 

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10