Revenue segments as reported by the company.

Homes

Residential

Rentals

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Mortgages

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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

Technology & Development

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Year over year growth in Revenue and Operating Expenses.

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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

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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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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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.

Homebuyers need to earn 80% more than they did pre-COVID to comfortably afford a house in the current market, Zillow found. Housing costs have soared, and wages haven't kept up, data in a new report showed.

Homebuyers need to earn 80% more than they did pre-COVID to comfortably afford a house in this market, Zillow says

The income needed to comfortably afford a home is up 80% since 2020, while median income has risen 23% in that time Those shopping for homes today need to make more than $106,000 a year to comfortably afford a home. A mortgage payment on a typical U.S. home has nearly doubled since 2020.

Home buyers need to earn $47,000 more than in 2020

SEATTLE , Feb. 28, 2024 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG), which is transforming the way people buy, sell, rent, and finance homes, announced today Chief Financial Officer Jeremy Hofmann will participate in a fireside chat at the 2024 Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 6 at 1:20 p.m Pacific time. A live audio webcast and replay of Hofmann's fireside chat will be available through the "Events & Presentations" section of Zillow Group's Investor Relations website: http://investors.zillowgroup.com.

Zillow Group CFO to Present at 2024 Morgan Stanley Technology, Media & Telecom Conference

CBRE Group

D.R. Horton

JPMorgan Chase & Co

PulteGroup

Prologis

Raymond James

RE/MAX Hld

US Treasury 6 Month Bill ETF

Whenever traders move their money in a big way, it often pays to follow their tracks and reverse engineer what happened that caused them to shift in or out of that space. Today, the tools at MarketBeat have caught a major shift in sentiment and capital out of an ETF (exchange-traded fund) that also happens to represent a key economic indicator.

Bears covered shorts on this ETF, 3 stocks to pop on the shift

CoStar Group

Zillow (NASDAQ:Z), the online estate agent, is facing a battle with rival Homes.com owner CoStar Group Inc (NASDAQ:CSGP) after the latter came out swinging with its US$1 billion Super Bowl ad. Jeff Goldbloom, Dan Levy and Lil Wayne were all recruited by Homes.com to star in the high-cost commercials during the NFL final and initially analysts were concerned it could cause problems for Zillow (NASDAQ:Z).

Zillow v Costar: A battle for the future of real estate

Zillow's revenue was up 9%, but the impressive results came from rentals, where revenue jumped 37% from a year ago. Zillow is still losing money but it has a strong balance sheet with $2.8 billion in cash.

Why Zillow's Stock Jumped 7.8% on Wednesday

This story originally appeared on Real Estate News.

Zillow Group CEO Rich Barton bullish about growth despite challenging housing market

Zillow (NASDAQ:Z), the online real estate company, saw shares jump over 6% in pre-market trading after its fourth-quarter earnings beat expectations. Headwinds facing the real estate industry have been some of the harshest in the last decade, but at Zillow (NASDAQ:Z), strong revenues from areas such as residential and rental helped drive the earnings beat.

Zillow shares rally as it shrugs off industry headwinds

Expensive, coastal and Western markets are already heating up as spring season approaches Well-priced homes are selling in 29 days, and that will shorten quickly as the shopping season opens. Mispriced inventory is lingering, however; an elevated 1 in 5 sellers are cutting prices to find buyers.

Home shopping early may pay off as price cuts abound

Zillow is expanding its “housing super app” to more markets after seeing how well it has been received. The company is also continuing to add functionality to the app for both the real estate sales and rentals markets, Zillow said in a presentation released Tuesday (Feb. 13) in conjunction with its quarterly earnings call.

Zillow Targets Growing Share of Market With ‘Housing Super App'

Zillow Group, Inc. (Z) Q4 2023 Earnings Call Transcript

This story originally appeared on Real Estate News.

Zillow Group stock rises after beating Q4 expectations with $474M in revenue

SEATTLE, Feb. 13, 2024 /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 and year ended December 31, 2023. Complete financial results and outlook for the first quarter of 2024 can be found in our 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 2023 Financial Results

As the cost of independence rises, Zillow offers a fresh solution for those flying solo The "singles tax" increased this year, now standing at $7,110. Cohabitating renters collectively save $14,220 annually on average by living together, but that can be as much as $40,200 in New York City.

Renting alone? The 'singles tax' now exceeds $7,000

Zillow has begun targeting customers who want to rent — or rent out — a room. The real estate website announced Thursday (Feb. 8) that its platform now gives users the option to search for or list individual rooms for rent.

Zillow Debuts Individual Room Listings as Housing Costs Climb

Renters and homeowners can now list a room for rent on Zillow, reducing housing expenses by finding a roommate to share costs SEATTLE , Feb. 8, 2024 /PRNewswire/ -- Zillow® today announced a significant addition to its rental offerings: the option to search for and list individual rooms for rent. This new listing type is particularly timely, as U.S. rents have surged nearly 30% since the pandemic, and a startling 50% of renters are now cost-burdened , spending 30% or more of their income on rent and utilities.

Zillow expands rental marketplace with room listings, offering more affordable and flexible options

Take home shopping on Zillow to the next level with a new spatial touring experience SEATTLE , Feb. 1, 2024 /PRNewswire/ -- Zillow® ImmerseSM, the most interactive way to explore select home listings on Zillow, today launched in the App Store for Apple Vision Pro. Zillow Immerse elevates the home tour experience to a jaw-dropping degree with its virtual walkthroughs and interactive 3D floor plans.

Experience the future of home tours with Zillow Immerse on Apple Vision Pro

Brookfield Renewable Partners

Lennar

In the ever-evolving urban landscape, savvy investors are focusing on urban development stocks poised to capitalize on emerging trends. Retail sector growth is at the forefront, with a solid uptick in retail tenant demand, while the hybrid work model has cemented its place in the corporate world.

3 Stocks Riding the Wave of Urban Development Trends

SEATTLE, Jan. 22, 2024 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG) announced today it will release fourth-quarter and full-year 2023 financial results after market close on Tuesday, Feb. 13, 2024. The company will host a conference call and webcast to discuss its results that afternoon at 2 p.m. PT / 5 p.m. ET.

Zillow Group to Announce Fourth-Quarter and Full-Year 2023 Results Feb. 13

FirstService

Even amid constrained credit availability, elevated debt costs and a wary market, Zacks Real Estate Operations industry players, including Z and FSV, are in focus due to the growing trend of outsourcing real estate services, increased tech investments and other emerging industry trends.

2 Real Estate Operations Stocks to Bet On Despite Industry Challenges

Innovative new feature helps renters build a credit history at no cost to them or their landlord SEATTLE , Jan. 17, 2024 /PRNewswire/ -- Zillow is introducing a new feature that allows renters who pay their rent on Zillow to have their on-time payments reported to a major national credit bureau at no cost to them. This is a first for any online rental marketplace, offering a unique opportunity for renters to build credit through regular rent payments at no additional cost.

Zillow empowers renters with credit-building payment reporting

Carvana

Zoom Video

Growth stocks rebounded nicely in 2023 after a disappointing 2022. However, some growth stocks overextended themselves and look due for corrections in 2024.

3 Growth Stocks to Sell in January Before They Crash and Burn

The housing market could be breaking free from the "rate lock" phenomenon that froze activity in 2023.  That's because owners appear less deterred by high mortgage rates when considering whether to sell their homes, Zillow said.

The housing market is breaking out of mortgage rate lock as a wave of sellers look poised to list their homes in the coming years, Zillow says

Rate lock is losing its grip on homeowners  Twenty-one percent of homeowners surveyed by Zillow are considering selling, up from 15% one year ago.  Monthly mortgage payments, down $143 from October peaks, are (technically) affordable again.

Relaxed mortgage rates mean serious savings for buyers

Apple

The work-from-home ( WFH ) phenomenon has faded tremendously, as many companies, large and small, are ordering their employees to spend at least a few days per week in the office. For example, JPMorgan (NYSE: JPM ), Apple (NASDAQ: AAPL ) and video game maker Activision Blizzard (NASDAQ: ATVI ) are among the huge companies ending or greatly curtailing WFH privileges.

News for Zillow Stock (Z)