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

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Cash from financing

Change in stock

Change in debt

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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.

Redfin

Direxion Daily Real Estate Bear 3x Shares

ProShares Short Real Estate

ProShares UltraShort Real Estate

Source: Shutterstock In 2007, Michael Burry — the then-head of Scion Capital — did something unthinkable: he shorted the real estate market. As the housing market inevitably collapsed, Burry and a handful of other savvy investors earned billions on what is still considered a do-or-die investment.

How to Short Real Estate: 3 Ways to Profit From a Housing Market Crash

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

Zillow Group to Announce Third Quarter 2022 Results Nov. 2

Lemonade

eXp World Holdings Inc

If you feel like housing prices are out of control, you're not alone. A Pew Research survey conducted in 2021 found that half of Americans now consider the lack of affordable housing as a “major” problem, up from 39% in 2017.

Warning! A Housing Market Crash Will Tank These 3 Stocks.

The ShowingTime+ suite of services — which includes ShowingTime, dotloop, Bridge Interactive, and 3D Home tours and interactive floor plans — is available to all agents, brokers and MLSs SEATTLE , Sept. 26, 2022 /PRNewswire/ -- Zillow Group presents ShowingTime+, a new, unified brand to integrate and simplify the company's best-in-class technology offerings for agents, brokers and multiple listing services (MLSs).

ShowingTime+ brings together leading industry software tools in a single, streamlined brand

ZG is the number 1 player in a large core TAM with room to expand to adjacencies. ZG Flex model increases conversion and monetization rates.

Zillow: Leading Player In A Huge TAM With Significant Upside

Zillow's share price likely offers a once-in-a-generation buying opportunity. That said, there's no question that the very near term could be brutal for Zillow. There's at least another 2 quarters of pain. But what about after that?

Zillow: Pain Is Here, But What's Next? Priced At 14x FCF

Second-annual competition challenged participants to develop new technologies to help consumers during their journey to find a home. SEATTLE , Sept.

Morgan State University students win Zillow's HBCU Hackathon with app that measures financial credibility outside of credit scoring

The recent August print showed that consumer prices continued to rise year over year – albeit more slowly than prior months. We have remained a bit more cautious than the market's consensus inflation expectations.

Is Zillow Data A Better Inflation Indicator Than CPI?

C3.ai

Duolingo

One of these stocks could soar 566% by the end of the decade.

Prediction: These Growth Stocks Will Be Worth $10 Billion by 2030

A look at Zillow Group's closely followed rent index shows that last year's roughly 17% yearly surge in rental prices was probably the peak, with the rate of increases dramatically receding in the past six months.

Zillow sees rent growth tumbling, but that isn't what the Fed's tracking

Bouncing mortgage rates hinder buyers stressed about affordability The typical home value fell 0.3% from July, the largest monthly decrease since 2011. Competition for homes is strongest in affordable metros and weakening fastest in expensive ones.

Home values decline for second month as competition eases

Costco

Charles & Colvard

Disney

Intuit

Lucid Group

PayPal

With the world's most powerful central bank committed to tackling soaring prices, it may be time for investors to consider specific stocks to buy for falling inflation. Here's the reason why forward-looking market participants anticipate lower prices over the next several months.

Hey Contrarian Investors! 7 Stocks to Buy Before Inflation Falls.

A Jefferies analyst sees upside potential in Zillow's third-quarter Premier Agent revenue results.

The Housing Market Is Slowing Down. Why Zillow Stock Is a Buy.

Zillow Is a Buy Despite the Slowing Housing Market: Analyst

Shares of Zillow Group Inc. ZG, +5.97% Z, +5.65% were headed nearly 6% higher in Thursday afternoon trading. Jefferies analyst John Colantuoni reiterated his bullish view of the online real-estate company earlier Thursday, writing that he saw "upside potential" for the third quarter based on housing data.

Zillow stock gains after Jefferies says company has 'attractive setup into 2023'

77% of recent renters made compromises in order to afford their home amid record-high rents SEATTLE , Sept. 8, 2022 /PRNewswire/ -- Finding and landing a rental is stressing people out.

Up all night: 40% of renters report losing sleep when trying to find a new place

SEATTLE , Sept. 6, 2022 /PRNewswire/ -- Zillow® today announced a new search feature that lets shoppers hide homes they're not interested in, thereby decluttering their screens and saving them time and energy  as they search for their dream home.

A top-requested new Zillow feature lets shoppers hide homes they've ruled out

Amazon

Digital Realty Trust

Prologis

There are a few ways to invest in a hot stock like Amazon and the budding e-commerce industry.

If You Like Amazon, You'll Love These 3 Stocks

Think the real-estate market is in for a price cut? The biggest one could still come to Zillow's stock.

Shorting Zillow Is Your Best Bet in Housing This Year

Shares of Zillow have suffered a precipitous ~50% decline year to date, with losses intensifying after the company reported disappointing Q2 results. While core IMT revenues are declining due to softening real estate transactions, Zillow is still growing traffic.

Zillow: Ignore Short-Term Bearishness

The typical home was worth $357,107 in July.

US home values fall for first time in decade: Zillow

Airbnb

Opendoor

The key to not living in regret is taking advantage of the market while it's down.

3 Real Estate Moves You'll Regret Not Making in a Bear Market

Company adding features to help renters act more quickly and with more confidence in today's fast-paced market SEATTLE , Aug. 22, 2022 /PRNewswire/ -- Renters can now search Zillow rental listings by move-in date, potentially saving them thousands of dollars in today's ultracompetitive market. This new filter, available now on desktop and coming soon to the Zillow app, can better align the end of a lease with the start of a new one, eliminating the dreaded "double rent" scenario just as typical U.S. rents have crossed the $2,000 threshold  for the first time.

Renters can save thousands using Zillow's new search tool to better time their move

The company delivers another indication that the American housing market might be running out of steam.

Why Zillow Group Plummeted by Nearly 15% This Week

Compass

D.R. Horton

KB Home

Matterport

While no guarantees of a housing market crash exist, investors may need to start considering sector-related stocks to sell. Primarily, it's no longer amateur doom-and-gloom luminaries broadcasting bearishness.

News for Zillow Stock (Z)