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

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Margins

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

Technology & Development

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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.

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Cost of revenue

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EBITDA

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Book value per share

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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.

Zillow Group beat estimates for its first quarter revenue and profit but unpredictable housing market trends are raising concern for some analysts as the company refocuses its business following the shutdown of Zillow Offers.

Zillow Group tops Q1 estimates but analysts wary amid volatile housing market

Zillow Group, Inc. (NASDAQ:Z) is an online real-estate company based in Seattle, Washington.

Put Traders Flock Toward Underperforming Zillow Stock

Rover Group

More than 60% of dog parents credit their dog's happiness and well-being with inspiring them to move The fastest-growing dog-friendly city in the country is Antioch, Tennessee, near Nashville. Nearly three-quarters of U.S. dog owners report they would consider moving to a home that better suits their dog's needs.

Zillow and Rover name top 20 fastest-growing dog-friendly cities in America

In today's hot sellers' market, winning buyers finance first and shop later SEATTLE , April 21, 2022 /PRNewswire/ -- Today's supercharged housing market has flipped the traditional home-buying journey on its head. Nationally, with 22.5% fewer for-sale listings than last year and homes flying off the market in just nine days, aspiring homeowners need to change their approach to win the deal.

Five tips to help home buyers win (and two things to always avoid)

Higher mortgage rates are compounding affordability challenges for home shoppers, but the market continues to move at a remarkable pace Monthly mortgage payments on the typical U.S. home are 19.5% higher than they were three months ago, and 38% higher than a year ago. Annual home value growth set a record for the 12th month in a row.

The cost of a mortgage is up 20% since December

Conference Call to be Webcast Live at 2 p.m. PT / 5 p.m.

Zillow Group to Announce First Quarter 2022 Results May 5

Home with features that protect against climate-related disasters can sell for up to 2.4% more Electric vehicle chargers and drought-resistant landscaping can help a home sell more than nine days faster than similar homes. Homes equipped with features that protect against a climate-related disaster, such as hurricane shutters or stilts, can sell for as much as 2.4% more than expected.

Eco-friendly features help homes sell up to 10 days faster

A look under the hood suggests this company still has what it takes to become a real estate giant.

Are Zillow Investors Better Off Without iBuying?

Zillow Group's (ZG) research finds that 77% of homeowners and renters support the construction of either new accessory dwelling units, duplexes or triplexes in residential neighborhoods.

Zillow Group (ZG) Survey Shows Support for Housing Affordability

Majority of homeowners and renters support allowing backyard cottages, duplexes and triplexes in residential neighborhoods Renters and homeowners throughout 26 major metropolitan areas largely agreed that allowing modest densification in residential neighborhoods would make housing more affordable and positively impact their communities SEATTLE , April 11, 2022 /PRNewswire/ -- There is broad support to allow backyard cottages, duplexes and triplexes in residential neighborhoods, according to a new Zillow survey covering 26 U.S. metropolitan areas struggling with housing affordability. The new research found that 77% of all homeowners and renters surveyed voiced support for construction of either new accessory dwelling units (ADUs), duplexes, or triplexes in residential neighborhoods.

77% of homeowners and renters support adding more housing options in residential neighborhoods to help improve affordability

Zillow: This Growth Stock Is Still Cheap

DraftKings

Pinterest

Wayfair

Zoom Video

DraftKings, Pinterest, Wayfair, Zillow, and Zoom are the worst-performing mid-cap stocks based on one-year trailing total returns.

5 Worst-Performing Mid-Cap Stocks for 2022

Higher upfront costs add to the challenge faced by renters of color searching for a new home in today's tight rental market Renters of color pay security deposits more often than white renters, and the deposits they pay are typically $150 higher.  Black and Latinx renters report submitting more applications than white and Asian American and Pacific Islander renters.

Renters of color pay higher security deposits, more application fees

The digital real estate company is shifting gears, and shareholders are feeling the pain.

Why Zillow Group Fell 16% in March

Zillow's stock is down big, but the company is stronger than ever.

Why Zillow Stock Is Worth Another Look

Available to any agent or broker website, the feature will speed up and simplify scheduling, which is essential, especially in fast-moving markets Available times for home tours shown in real time on broker and agent websites New feature improves efficiency of tour scheduling in a competitive market, where listings last just 11 days Feature now live in four markets, with a national rollout coming later this year CHICAGO , April 4, 2022 /PRNewswire/ -- ShowingTime  is unveiling a new feature that displays home tour availability in real time, significantly speeding up the process of booking a home tour and reducing hassles for buyers, sellers and agents alike.  "Back-and-forth conversations about tour availability and scheduling hassles are time consuming and a potential deal killer in today's fast-paced market," said Michael Lane, vice president and general manager of ShowingTime.

New ShowingTime feature brings real-time tour availability to brokerage sites

Homes are selling fast year-round, but homes listed in the spring command the highest sale prices nationwide Homes listed for sale in the second half of April can expect to sell for 2.8% more, or about $9,300 on the typical U.S. home.  The first two weeks of November are the worst time to list a home, associated with a 3.5% discount.

Selling your home this year? Listing on a Thursday in late April brings the greatest reward

If real estate is part of your investment portfolio, you've probably done well in recent years. But that doesn't mean that ZG stock is a buy.

There's a Lot Working Against Zillow Stock These Days

Redfin

Goldman Sachs analyst Michael Ng initiates coverage on shares of Zillow and Redfin with Neutral ratings.

Zillow and Redfin Could Gain Market Share. They First Have to Navigate the Current Macro Environment.

Opendoor

Significant inefficiency leaves the real estate industry ripe for disruption.

Opendoor And Zillow: Disrupting The Real Estate Space

Camden Property

Essex Property Trust

PulteGroup

Toll Brothers

Jones Lang LaSalle

While the booming economy supports property investments in theory, the granularity suggests thinking about real estate stocks to avoid. The post 7 Real Estate Stocks to Avoid as Fears of Unsustainability Rise appeared first on InvestorPlace.

7 Real Estate Stocks to Avoid as Fears of Unsustainability Rise

As Zillow winds down iBuying, their numbers look ugly. However, when you back out that division, the picture is pretty.

Voyeuristic Entertainment: Zillow Is The New Netflix

Will a super app help this real estate giant rebound?

Down 61%, Is Zillow Group a Spicy Buy?

Panel of housing experts sees pandemic-fueled deficits sticking around until then Panel expects a two-year climb back to pre-pandemic for-sale inventory levels  Share of first-time buyers is forecast to stay below 2019 levels until 2024 Home price appreciation should outstrip all inflation measures this year except that of energy SEATTLE , March 24, 2022 /PRNewswire/ -- The housing market is expected to return to pre-pandemic, 2019 norms — at least in terms of inventory and the share of purchases made by first-time home buyers — by 2024 according to a panel of housing market experts polled in the latest Zillow® Home Price Expectations Survey 1. The dwindling supply of homes for sale has been a key driver of the recent explosion in U.S. home values, which have risen 32% in the past two years.

First-time buyers, inventory expected to rebound in 2024

I have been bearish on Zillow since the end of 2020 due to its high valuation and excessive financial exposure to property prices and sales trends. The recent sharp rise in mortgage rates has caused home sales to slow, and given rates may continue to rise, the property market may be facing a prolonged slowdown.

News for Zillow Stock (Z)