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.

Albemarle

Krispy Kreme

Fisker Inc

Palantir Technologies

Seagen

Tesla

Union Pacific

Vanguard S&P 500 ETF

The stock market is digesting recent inflation data and earnings reports. Where is the stock market headed next?

U.S. Stock Market Today: Today's Biggest Market Movers

Opendoor

The changing landscape of house flipping is just one trend real estate investors need to be aware of.

Jamil Damji on Real Estate Trends

The real estate information platform is riding higher on a wave of contradictory housing data.

Is Zillow Stock a Buy?

Redfin

The latest financial reports from Zillow Group and Redfin demonstrate ongoing wariness within the U.

Redfin and Zillow Group financial reports reveal broader housing market trends

The online real estate platform posted revenue numbers that were better than expected for the fourth quarter of 2022.

Why Zillow Group Stock Glided Higher This Week

Zillow is the market-leading housing platform in the U.S., which generated ~300 million website visits in January, up ~18% from December, according to SimilarWeb data. The company reported better-than-expected financial results for Q4, as it beat both revenue and earnings estimates.

Zillow: Q4 Earnings Beat, But Still A Long Way To Go

Investors don't seem to appreciate the difficulties faced by online home buying platforms.

Zillow Signals More Pain Ahead in Online Real Estate

Zillow Group, Inc. (NASDAQ:Z ) Q4 2022 Earnings Conference Call February 15, 2023 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 Jeremy Wacksman - Chief Operating Officer Conference Call Participants Lloyd Walmsley - UBS Mark Mahaney - Evercore Brad Erickson - RBC Ryan McKeveny - Zelman & Associates John Colantuoni - Jefferies Operator Good afternoon. My name is Tania, and I will be your conference operator today.

Zillow Group, Inc. (Z) Q4 2022 Earnings Call Transcript

Zillow (NASDAQ:Z) saw its stock rising in Wednesday's after-hours boosted by above-forecast fourth-quarter results and the reaffirmation of its plans to invest in growth. The property app and services firm reported a 19% drop in revenue down to US$435mln, albeit it held up favourably against consensus Wall Street forecasts for US$414mln.

Zillow Group stock continued higher as Q4 revenue arrives above expectations

Zillow Group Inc. shares rose in the extended session Wednesday after the real-estate services company reported quarterly revenue above Wall Street expectations, saying it is investing in a “tough housing market while others retrench.”

Zillow vows to continue to invest in ‘tough housing market'

Shares of Zillow popped Wednesday after the company released fourth-quarter earnings that beat analysts' expectations.

Zillow stock up following fourth-quarter earnings

Zillow Group beat its fourth quarter earnings expectations as it continues to navigate the housing market slowdown.

Zillow Group shares rise 9% after real estate giant beats Q4 estimates with $435M in revenue

SEATTLE , Feb. 15, 2023 /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 and year ended Dec. 31, 2022. Complete financial results and outlook for the first quarter of 2023 can be found in the 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 Fourth-Quarter and Full-Year 2022 Financial Results

Zillow and Opendoor's partnership allows homeowners on Zillow to now compare multiple selling options up front — including a cash offer from Opendoor and an estimate to sell on the open market with a Zillow Premier Agent partner. SEATTLE and SAN FRANCISCO , Feb. 15, 2023  /PRNewswire/ -- Zillow, Inc. (Nasdaq: Z) (Nasdaq: ZG) and Opendoor Technologies Inc. (Nasdaq: OPEN) announced today homeowners in Atlanta and Raleigh have a new way to explore multiple home-selling options on Zillow.

Selling made easier: Zillow customers can now choose between a cash offer from Opendoor or selling with an agent

Expectations may be too high ahead of Wednesday's fourth-quarter results from Zillow (NASDAQ:Z), that's according to analysts at Wedbush. The California-based stockbroker, in a note, commented that the property app-firm's volumes could drop to “the more bearish assumptions for 2023”.

Zillow investors may have set their expectations too high ahead of results - broker

There's some potentially positive news for the housing market and also for Zillow (NASDAQ: Z ) stock today. Analysts with Evercose ISI are preparing for a recovery in home prices.

Zillow (NASDAQ:Z) Stock Pops on Analyst Upgrade

Zillow Group Inc (NASDAQ:ZG) is trading at $44.24 premarket, adding 4.8% following a bull note from Evercore ISI.

Analyst: Zillow Will Recover Alongside the Housing Market

The company reports fourth-quarter earnings on Wednesday. Evercore's Mark Mahaney has upgraded the stock, with a $61 target this year.

Zillow Is on a Roll. There's a Case For It to Continue as Real Estate Starts to Rumble.

I make the case that even though the past 18 months have been challenging (read disaster), 2023 is set to be a winner for the company. The best time to buy a secular compounder is when the business is down 50% or more from its highs.

Zillow Group: Back To Secular Growth

Now buyers and renters on Zillow can skip the filters and search the same way they'd describe their ideal home to a friend, including features like layout, location, style, condition, lifestyle and more SEATTLE , Jan. 26, 2023 /PRNewswire/ -- Zillow has launched a new AI-powered feature that lets shoppers search for homes in the same way they would talk to their friends and family.  Now home shoppers can enter phrases like "$700K homes in Charlotte with a backyard" or "open house near me with four bedrooms" directly into the Zillow search bar, rather than starting with a location and having to filter their way to the homes they want.

Zillow's new AI-powered natural-language search is a first in real estate

Appian

Pinterest

Shopify

SoFi Technologies

I've put my own money into these, and here's what I think now.

7 Growth Stocks I've Added to My Own Portfolio

Shares of Redfin and Zillow dropped more than the broader market on Wednesday.

Home Listings Shakeup Could Hit Zillow and Redfin

Real estate marketplace Zillow has introduced an instant tour booking feature for renters on its platform. The company now allows users to book an in-person tour directly at a suitable time without having to contact an agent or a property manager.

Zillow introduces Calendly-like instant booking for rental property tours

Broadridge Financial

Enterprise Products Partners

Fidelity National Financial

Intercontinental Exchange

Moody's

S&P Global

Uber

Previously, I wrote an article on "toll booth" investments and identified a few examples of companies that operate as such. In this second installment, I will highlight a few more companies that fit this description and look at their historical performance.

Own The Toll Booths - Part 2

Easy money, stimulus, and a new generation of investors led to the rise and fall of many pandemic darlings. In today's article, Andrew Rocco investigates two that may have turnaround potential.

News for Zillow Stock (Z)