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.

Zillow has cut about 80 positions from its Zillow Offers homebuying and selling operation, streamlining its management structure in some of the 25 markets where the service has launched, GeekWire has learned.

Zillow cuts 80 Zillow Offers jobs, adjusting its approach in field offices as it eyes expansion

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5 of Cerebellum Capital's Most Intriguing Q3 Stock Picks

SEATTLE, Oct. 20, 2020 /PRNewswire/ -- Zillow Group, Inc. (NASDAQ: Z) (NASDAQ: ZG), which is transforming the way people buy, sell, rent and finance homes, today announced that its third quarter 2020 financial results will be released after market close on Thursday, Nov. 5, 2020. The...

Zillow Group to Announce Third Quarter 2020 Results Nov. 5

Less than two weeks ago, ARK Investment CEO Catherine Wood began accumulating a stake in a SPAC from Chamath Palihapitiya. She has since added to that stake and also taken a stake in the same company in another ETF.

Ark Next Generation ETF Increases Chamath SPAC Stake, Decreases Zillow

Will iBuying become profitable sooner than investors thought?

Why Zillow Group Surged 19% in September

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I believe that Farmer Mac has a more than 100% upside and Zillow an 80% downside.

Investment Science Denial - Revisiting My Farmer Mac Long And Zillow Short

As of late, it has definitely been a great time to be an investor in Zillow Group.

Zillow Group's Shares March Higher, Can It Continue?

Zillow Group Inc. ZG, +1.82% Z, +1.97% raised on Friday its outlook for home price growth over the next year, as sales and prices have stayed strong through the summer given increasingly short inventory and continued strong demand.

Zillow raises home price growth outlook even as sales are set to 'gradually decline'

Zillow Group Inc Class A (NASDAQ: ZG) announced an expanded service offering in select markets, beginning in 2021, that will allow customers to sell homes through licensed Zillow Homes employees. 
 The Zillow Analyst:  Needham analyst Brad Erickson maintained a Buy rating on  Zillow and increased the price target from $110 to $125.

Zillow's Expanded Offering 'Should Only Further Sew Up Its Dominance': Needham

The real estate information provider is becoming a brokerage in a bid to streamline its homebuying process.

Zillow Is Cutting Real Estate Agents Out From Its iBuying Program

SEATTLE, Sept. 23, 2020 /PRNewswire/ -- Zillow Group, Inc. (NASDAQ:Z) (NASDAQ:ZG), which is transforming the way people buy, sell, rent and finance homes, today announced plans to bring Zillow Offers customers a more simple, integrated transaction experience through added services,...

Zillow Offers Will Expand Services in 2021 to Simplify Customer Transactions

A group of 17 companies, including Zillow and M.M. LaFleur, has signed a pledge to add at least one Black member to their board of directors within a year.

Zillow, M.M. LaFleur join list of corporations pledging to add at least one Black member to their board of directors

SEATTLE, Sept. 9, 2020 /PRNewswire/ -- Home sellers in Jacksonville looking for an easier and safer way to sell their homes on their own timeline have a new option.

Zillow Starts Buying and Selling Homes in Jacksonville

The company's second quarter crushed expectations.

Why Zillow Group Stock Surged Another 25% in August

Zillow (ZG) reported earnings 30 days ago. What's next for the stock?

Why Is Zillow (ZG) Up 16.6% Since Last Earnings Report?

Zillow's Shares March Higher, Can It Continue?

Needham's channel checks increase the confidence in the opportunities for Zillow Group Inc’s (NASDAQ: ZG) Flex program to boost the company's all-important monthly recurring revenue metric, an analyst said Wednesday.

Zillow's Real Estate Positioning 'Incredibly Strong': Needham

After a big pause, Zillow Offers is buying homes in all 24 of its markets again.

Why Zillow's Depleted iBuying Business Should Bounce Back

A new ad from Zillow is a sign of shifting sands in the housing market.

Dreaming of a new home? Zillow’s new ad campaign signals changes in real estate and marketing

Does Zillow Group (ZG) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here's Why Zillow Group (ZG) is a Great Momentum Stock to Buy

After a round of intense cost-cutting in anticipation of tougher times ahead, the real-estate marketplace company has instead enjoyed a rapid recovery in site traffic.

Why Zillow's Core Business Is Suddenly on Fire

It's about costs, not revenue for this real estate-focused database company.

Can Zillow Offers Drive Higher Earnings Going Forward?

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While housing stocks homebuilders and online realtors have done well this year, mortgage insurers - MIs - have been poor performers.

News for Zillow Stock (Z)