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

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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.

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

Redfin

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.

Zillow: It Is Finally Time To Close Short Position

Shares of Zillow have lost 60% of their value over the past year.

Zillow: With iBuying In The Rearview Mirror, It's Time For It To Bounce Back

Skyrocketing home values and rent make the jump to ownership even more challenging 2021 home value growth exceeded median income in 25 of 38 major metros studied. Appreciation on the typical home ranged from the equivalent of an oral surgeon's annual wages in San Jose to that of a food preparation worker in St. Louis.

Your house probably made more than you did last year

A sea change in housing has occurred over the course of the pandemic, but demand remains strong  Inventory fell in February, breaking with past yearly trends, and now stands at 48% below 2020. Home value appreciation is quickly increasing, making the typical home worth 32% more than in 2020.

Two years in: Housing market transformed by prices, lack of inventory

ZG stock is out of favor like most other high growth companies. But eventually growth will matter again and Zillow fans will return to it.

Downtrodden Zillow Stock Still Has Potentially Strong Footing

Even as ZG stock slides to fresh short-terms lows, Zillow Group is modeling powerful revenue growth over the coming years. The post Count On the New Super-App to Catalyze Zillow Group appeared first on InvestorPlace.

Count On the New Super-App to Catalyze Zillow Group

Lucid Group

Teladoc

Most of the market's most-shorted stocks are rarely worth a purchase, but when they're leading, large-cap tech names, there does come a time. The post 3 Large-Cap Technology's Most-Shorted Stocks to Buy appeared first on InvestorPlace.

3 Large-Cap Technology's Most-Shorted Stocks to Buy

Cavco Industries

D.R. Horton

Home Depot

Invitation Homes

Realogy Holdings

With upcoming rate hikes possibly taking the wind out of the hot housing market, keep an eye on these seven stocks to watch. The post What Happens to the Housing Market if Interest Rates Rise?

What Happens to the Housing Market if Interest Rates Rise? 7 Stocks to Watch

SEATTLE, March 3, 2022 /PRNewswire/ -- Today Zillow debuts a feature that makes comparing home listings simpler than ever before, reducing the length of time buyers spend — and the stress they feel — evaluating homes. Now available on the Zillow mobile app and website, Homes to Compare gives buyers the ability to select as many as five homes and view the properties' details on a comprehensive side-by-side chart.

Zillow's new side-by-side comparison tool helps home shoppers make faster, smarter decisions to find a home they love

The American Dream of homeownership should carry the day for decades.

Why the Housing Market Will Stay Strong for Years to Come

Zillow's projection is bold. How should investors react?

Zillow Stock Could Skyrocket If It Meets $5 Billion Expectations

SEATTLE, Feb. 24, 2022 /PRNewswire/ -- Zillow Group, Inc. (NASDAQ: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced that it will present at the Wedbush Real Estate Technology Conference. Zillow Group Chief Executive Officer Rich Barton will participate in a fireside chat, moderated by Wedbush's Ygal Arounian, at 10 a.m.

Zillow Group to Present at Wedbush Real Estate Technology Conference

Zillow Group knows a thing or two about homes, and during the past two years the Seattle-based online real estate company has emerged as a leader in enabling its employees to work from theirs — or from anywhere else they want.

How Zillow's flexible work strategy is going, nearly two years later

AMC Entertainment

Clover Health Investments

Ocugen, Inc.

Peloton

QuantumScape

SoFi Technologies

These stocks to sell run the gamut in terms of industry, but they all have one thing in common: the pros think they ought to be sold. The post 7 Popular Stocks That Pros Agree You Should Punt From Your Portfolio appeared first on InvestorPlace.

7 Popular Stocks That Pros Agree You Should Punt From Your Portfolio

Is the real estate giant's roller coaster driving upward?

Why Zillow's Stock Is Finally Starting to Rebound

Netflix

Nucor

The market backdrop remains messy. Thus, we're offering up bullish and bearish stock trades for this week's ideas.

Top Stock Trades of the Week of Feb. 21, 2022

Hovnanian Enterprises

M/I Homes

MGIC Investment

NMI Hlds

The homebuilder and mortgage insurance stocks today sell at P/E ratios that are fractions of the S&P 500. Realtors retain high P/E ratios even after significant sell-offs. I review the assumptions investors are implicitly making about the housing market and argue that they are largely driven by emotion, not facts.

Housing Industry Valuations. They Range From Insanely Cheap To Insanely Expensive

A year ago, I argued that Zillow was a better buy than OPEN stock. Both have turned out to be duds.

Opendoor vs. Zillow: Which Is the Better Buy?

With the housing market facing a major threat and the outcome of Zillow's strategic switch questionable, it's best to avoid ZG stock. The post A Major Threat and an Unknown Undermine Zillow's Outlook appeared first on InvestorPlace.

A Major Threat and an Unknown Undermine Zillow's Outlook

Roku

Despite losing more than 65% of their value, both Redfin and Roku could be primed for a comeback.

News for Zillow Stock (Z)