Revenue segments as reported by the company.

Homes

Residential

Rentals

Other

Mortgages

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Technology & Development

Impairment costs

Acquisition-related costs

Integration costs

Restructuring costs

Impairment and restructuring costs

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Zillow

Zillow Group, Inc. engages in the provision of real estate and home-related information marketplaces on mobile and the web. It operates through the following segments: Internet, Media & Technology (IMT), Homes and Mortgages segment. The IMT segment includes premier agent, rentals and new construction marketplaces, as well as dotloop, display and other advertising and business software solutions. The Homes segment includes Zillow Group's buying and selling of homes directly. The Mortgages segment includes advertising sold to mortgage lenders and other mortgage professionals, mortgage originations through MLOA and the sale of mortgages on the secondary market, as well as Mortech mortgage software solutions. The company was founded by Richard N. Barton and Lloyd D. Frink in December 2004 and is headquartered in Seattle, WA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Zillow exits iBuying, reports strong Q4 earnings, eyes growth pillars

Zillow Group's strategic shift towards increasing customer transaction share and building a housing super app reflects a commitment to innovation and growth in a challenging market environment.
Despite short-term challenges and market uncertainties, Zillow's strong financial performance in Q4 and strategic outlook for Q1 position the company for long-term success and market leadership.
By focusing on customer-centric strategies, product innovations, and revenue diversification, Zillow aims to drive share growth, enhance customer experience, and solidify its position in the real estate market.

Zillow beats Q1 expectations, eyes growth in AI and loans

Zillow Group's Q1 performance exceeded expectations, with strong revenue and EBITDA figures.
The company's focus on AI, real-time touring, and Zillow Home Loans presents growth opportunities.
Challenges include market forecast declines and the need to enhance lead conversion strategies.
Opportunities lie in leveraging Premier Agents, real-time touring, and improving the digital mortgage experience.

Zillow surpasses Q2 revenue expectations, eyes AI and market expansion

Zillow's Q2 2023 earnings call highlighted robust financial performance, strategic investments in technology, and market share gains across key segments. The company's focus on innovation, partnerships, and operational efficiencies positions it well to navigate challenges and capitalize on growth opportunities in the real estate industry.

Zillow reports robust Q3 revenue growth amidst industry challenges

Zillow's Q3 performance showcased revenue growth and strategic acquisitions, underscoring its resilience in the face of industry challenges.
Despite facing lawsuits and market uncertainties, Zillow's strong position, unique assets, and growth strategies position it well for future opportunities.
Challenges in commission transparency, mortgage rates, and financial optimization require careful management, but Zillow's proactive stance and market strengths offer avenues for growth.
Opportunities in market transitions, service enhancements, product expansion, and Rentals business growth provide avenues for Zillow to capitalize on evolving real estate dynamics.

Zillow reports strong Q4 earnings, eyes double-digit growth in 2024

Zillow's Q4 performance reflects revenue growth, operational strengths, and strategic positioning for future expansion.
While facing challenges in integration and cost management, Zillow is poised for double-digit growth in 2024 with a focus on key opportunities.
The company's emphasis on real-time touring, rental growth, and product integration underscores its commitment to innovation and market leadership.

Zillow exceeds Q1 expectations, eyes double-digit growth and tech innovation

Zillow's Q1 performance reflects strong revenue growth, operational efficiency, and a positive outlook for 2024, driven by strategic initiatives and market focus.
The company's strengths lie in consumer-centric solutions, Rentals business growth, and innovative technologies enhancing customer engagement and sales.
Challenges include market dynamics impacting first-time homebuyers, the need for continued innovation, and effective management of rental properties.
Opportunities for Zillow include growth pillars like Rentals and Listing Showcase, market expansion, and leveraging technology for enhanced customer experiences.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Zillow Group, Inc. engages in the provision of real estate and home-related information marketplaces on mobile and the web. The company was founded by Richard N. Barton and Lloyd D. Frink in December 2004 and is headquartered in Seattle, WA.

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While the concept of Nasdaq stocks to sell won't resonate too kindly with generally optimistic Americans, it's become a reality. It's not just about the fact that on a year-to-date basis, the benchmark S&P 500 index still trades in negative territory.

7 Nasdaq Stocks to Sell Before They Plunge in 2023

The real estate technology company can finally start afresh.

Why Zillow Group Stock Soared 21% in November

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AMETEK

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Disney

Ford Motor Company

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Walker & Dunlop

Plus, we talk with Scott Galloway, author of "Adrift: America in 100 Charts."

Stocks to Be Thankful for and Stocks to Avoid

Investors should buy Zillow Group Inc. now, UBS says, even if they have to wait a year before the U.S. housing market starts improving.

Buy Zillow stock, UBS says, as ‘maximum uncertainty' presents a good entry point

The Midwest will move to the forefront as affordability remains housing's biggest issue SEATTLE , Dec. 1, 2022 /PRNewswire/ -- Midwestern markets will heat up, and more friends and family members will pool their money to buy homes together in 2023, as people look for new ways to overcome the housing affordability crisis. However, that crisis will stabilize — if not improve — from its pandemic-era apex, Zillow® economists predict.

Zillow's hot housing takes for 2023

ZG's 3Q22 revenue and EBITDA beat on better-than-expected results from IMT, while Mortgage was largely in line. Premier Agent revenue declined but was still higher than consensus estimates.

Zillow Group: Investors Should Be Patient And Focus On Long Term

Zillow Group, Inc. (NASDAQ:Z ) RBC Capital Markets Global Technology, Internet, Media & Telecom Conference November 15, 2022 10:00 AM ET Company Participants Jeremy Wacksman - COO Conference Call Participants Bradley Erickson - RBC Capital Markets Bradley Erickson All right. So I have to start with the Q4 EBITDA question because I'm getting this a lot and then we'll move.

Zillow Group, Inc. (Z) RBC Capital Markets Global Technology, Internet, Media & Telecom Conference Call Transcript

Wish

There's a decent chance that any stock investment is bound to decline in value right now. The Federal Reserve recently instituted its fourth consecutive 75 basis point (0.75%) interest rate hike.

3 Stocks Smart Investors Shouldn't Touch With a 10-Foot Pole

Home values were flat between September and October, with some markets in the west and south seeing big declines in home prices.

‘Only Time Will Tell if September Was the Nadir': Zillow Reports Sharp Home-Value Declines in These Cities, Amid Grim Outlook for U.S. Housing Market

DocuSign

iQIYI

JD.com

Novavax

Rapid7

Sabre

Although an uncomfortable subject based on financial sensitivities, the topic of Nasdaq stocks to avoid cannot be avoided much longer. To be clear, it's not so much about the companies specifically.

7 Nasdaq Stocks Smart Investors Shouldn't Touch With a 10-Foot Pole

SEATTLE , Nov. 3, 2022 /PRNewswire/ -- Zillow Group, Inc. (NASDAQ: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced Zillow Group Chief Operating Officer Jeremy Wacksman will participate in a fireside chat at 10 a.m. ET on Tuesday, Nov. 15, 2022, as part of the RBC Capital Markets Technology, Internet, Media and Telecommunications conference.

Zillow Group to Present at RBC Capital Markets Technology, Internet, Media and Telecommunications Conference

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Perhaps the most debated topic of the new normal, the concept of real estate stocks to sell finally achieved mass-scale credibility. It all comes down to fundamental realities and it's better to not overthink it.

Hurry! 7 Pitiful Real Estate Stocks to Sell Before 2022 Ends

Zillow Group, Inc. (NASDAQ:Z ) Q3 2022 Earnings Conference Call November 2, 2022 5:00 PM ET Company Participants Brad Berning - Vice President, Strategic Affairs & Investor Relations Rich Barton - Co-Founder & Chief Executive Officer Allen Parker - Chief Financial Officer, Zillow Group, Inc. Jeremy Wacksman - Chief Operating Officer Conference Call Participants John Colantuoni - Jefferies Michael Ng - Goldman Sachs Brad Erickson - RBC Ryan McKeveny - Zelman Justin Patterson - KeyBanc Operator Good afternoon. My name is Hannah, and I will be your conference operator today.

Zillow Group, Inc. (Z) Q3 2022 Earnings Call Transcript

With low inventory and new listings, "the setup to begin 2023 in housing looks challenged," Zillow executives say.

Zillow Warns of Slower Business After Earnings Beat

Zillow Group Inc. is done selling houses a year after ditching its iBuying business, and executives reported better than expected earnings and revenue while wrapping up the effort in the third quarter, though their forecast undershot Wall Street's expectations.

On anniversary of home-flipping flop, Zillow is done selling houses

SEATTLE , Nov. 2, 2022 /PRNewswire/ -- Zillow Group, Inc. (NASDAQ: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced its consolidated financial results for the three months ended Sept. 30, 2022. Complete financial results for the third quarter and outlook for the fourth quarter of 2022 can be found in our shareholder letter on the Investor Relations section of Zillow Group's website at https://investors.zillowgroup.com/investors/financials/quarterly-results/default.aspx.

Zillow Group Reports Third-Quarter 2022 Financial Results

The failure of iBuying and a deterioration of home affordability and transaction volumes have contributed to a collapse of Zillow's shares since reaching an all-time high of $212.40 in February 2021. A number of Wall Street analysts have a sell or strong sell rating. Momentum and market sentiment are deep negative. Investing in Zillow is a contrarian play.

The Bullish Case For Zillow

Zillow Group Inc. confirmed more layoffs Wednesday, as the real-estate services company grapples with a slowdown in the housing market.

Zillow confirms more layoffs amid housing-market slowdown

The online real estate company Zillow cut approximately 300 workers this week. The layoffs were first reported on Wednesday by TechCrunch.

Zillow reportedly laying off 300 workers

Zillow has laid off about 300 employees as it is shifting focus towards technology-related positions in the company, TechCrunch has learned from sources and confirmed with the company over e-mail. The Seattle-headquartered online real estate marketplace informed its impacted employees about the decision on Tuesday.

Zillow lays off 300 employees in latest workforce shift

Zillow is down 72% from its 52-week high as the company failed in iBuying and soaring mortgage rates and a weakening economy have led to a dramatic housing slowdown. While Zillow faces a very challenging near-term environment, the company has several exciting growth opportunities in the medium and long term.

Zillow: Things Are Terrible, 4 Reasons I'm Buying

D.R. Horton

Matterport

Ryder System

With borrowing costs likely to rise further, as the Federal Reserve attempts to control inflation, it's time for investors to consider real estate stocks to sell. I get it. Bearish topics don't appeal organically, as do bullish ones.

7 Real Estate Stocks to Sell Pronto Before a Painful Downturn

Shares of real estate services companies rallied Thursday, after data showing that existing-home sales fell again in September, but managed to beat expectations. Zillow Group Inc.'s stock Z, +2.65% ZG, +2.74% surged 1.9% in morning trading, reversing an earlier decline of as much as 0.8%, while Redfin Corp. shares RDFN, +5.30% jumped 4.6% after being down 0.3% at its intraday low.

Redfin, Zillow stocks jumps after existing-home sales data tops expectations

Zillow's stock is down significantly due to mishaps and macro headwinds, but the company may be headed for a turnaround in the near future.

Does the Zillow Stock Forecast Hint Toward a Turnaround?

First-time buyers now make up nearly half of all home buyers, rebounding from pandemic lows First-time home buyers represent 45% of all buyers, up from 37% of all buyers surveyed last year. Repeat buyers may be disproportionately pulling back from the market due to rising mortgage interest rates.

First-time home buyers are back, despite affordability challenges

News for Zillow Stock (Z)