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

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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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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.

Competition is slowing faster than normal as fall sets in U.S. home values fell slightly (0.1%) in September, the first monthly dip since February. Homes are on the market a median of 15 days before sellers accept an offer — half the time of pre-pandemic norms.

Home values start to slip as market's summer heat fades

Find homes in specific school districts when searching for homes to buy or rent SEATTLE , Oct. 11, 2023 /PRNewswire/ -- Today, Zillow® is launching search by school, a new feature on the Zillow app that makes it easy for home shoppers to discover homes for sale or rent within specific school attendance zones or school districts just by using the search bar. "Nearly one-third of home shoppers have children younger than 18, making 'search by school' an important feature on the Zillow app," said Nicholas Stevens, vice president of product at Zillow.

Search by school on Zillow makes house hunting as easy as ABC

SEATTLE, Oct. 9, 2023 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG) announced today it will release third-quarter 2023 financial results after market close on Wednesday, Nov. 1, 2023. 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 Third-Quarter 2023 Results Nov. 1

Dropbox

NextEra Energy

PayPal

There are great deals in any market -- and right now the market has sold off some great companies with solid cash flows and very sticky businesses. Higher interest rates will also put pressure on businesses, but three of these stocks have no net debt and are buying back shares.

4 Top Stocks to Buy in October

US homebuyers might see a "sweet spot" in the market this fall, said a Zillow economist. There are more motivated sellers and more active listings overall than at any time since last December, he wrote in a report.

More homes are being listed on the market, meaning this fall could be a 'sweet spot' for home buyers: Zillow

The housing market is starting to cool down, and that could usher in a good opportunity for homebuyers, Zillow said. The percentage of home listings that had a price cut jumped to 9.2% in the week ending September 16.

The US housing market is set to cool this fall, setting up a rare opportunity for buyers as sellers slash prices, Zillow says

This story originally appeared on Real Estate News.

Zillow wins jury verdict over non-MLS listings

Datadog

Life Time Group Holdings

Roku

Snowflake

Zoom Video

Investors seeking to outperform the market and generate enhanced long-term returns often put their money into growth stocks.  While this strategy can yield solid returns during good times, growth stocks tend to fall the hardest when the economy contracts.

Ticking Time Bombs: 7 Growth Stocks to Dump Before the Damage Is Done

Mid-America Apartment Communities

Healthpeak Properties

Redfin

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.

Top 4 Real Estate Stocks That Are Set To Fly In September - Healthpeak Properties (NYSE:PEAK), Mid-America Apartment (NYSE:MAA)

Zillow Group, Inc.'s drop in share price following Q2 earnings presents a buying opportunity for long-term investors. The company is nearing an inflection point of profitability and could benefit from falling interest rates. Zillow's business model has shifted to a service-oriented real estate platform.

Zillow: Nearing An Inflection Point

Zillow Group introduced a new tool to help renters purchase insurance online.

Zillow Group unveils tool to help renters buy insurance

Zillow now provides direct access to renters insurance through a partnership with Homesite, where renters can get coverage for personal property and more SEATTLE , Sept. 7, 2023 /PRNewswire/ -- Zillow is simplifying another step in the renting journey by introducing renters insurance in partnership with Homesite.

Protect what you love: Renters can now purchase renters insurance on Zillow

Zillow's stock price is currently trading at a discount, presenting an attractive entry point for investors. Despite challenges in the real estate sector, Zillow has demonstrated resilience and outperformed its peers, indicating its long-term potential. As the housing market stabilizes, Zillow is poised to regain market share and generate substantial free cash flow, making it an appealing choice for value-oriented investors.

Zillow: Resilience Shines Amid Housing Market Uncertainties

Dream Finders Homes

Invitation Homes

Lennar

Opendoor

United Wholesale Mortgage

Housing market crash fears are on the rise again. Sure, despite the big jump in interest rates, housing has stayed fairly resilient, thanks to scarce inventory.

Sell These 7 Stocks NOW Before the Next Housing Market Crash

The program is starting in Arizona, with plans to expand to more markets.

Zillow Starts Offering Cash-Strapped Homebuyers a 1% Down Payment Option

US home prices are set to surge as high mortgage rates keep inventory tight, Zillow says. The real estate listings site predicted a 6.5% increase in home prices by July 2024.

Zillow thinks US home prices are set to surge more than 6% in the next year

Zillow launched a down payment program to try and entice more homebuyers into the marketplace. The program is touted as a way to reduce the time buyers need to save to buy a home.

Zillow offers 1% down payment program: Here's how it works

Zillow thinks it has an answer to the affordability crisis that has taken over the housing market. The company is offering prospective homebuyers the option to put a 1% down payment on a house.

The housing market has gotten so unaffordable that Zillow is now offering prospective homebuyers a 1% down payment option

Zillow announced that it's offering mortgages with a 1% down payment to US homebuyers who are being squeezed by mortgage rates that are more than double what they were just two years ago and their highest level since 2001.

Zillow offers 1% down payment to lure homebuyers as mortgage rates hit 22-year high

The group is offering a down-payment program, through which borrowers will offer up 1% and it will contribute the additional 2%.

Zillow Launches Loan Scheme to Help Home Buyers as Mortgage Rates Soar

This program can reduce the time needed to save for a down payment and provide another option for those who are otherwise ready to take on a mortgage payment SEATTLE , Aug. 24, 2023 /PRNewswire/ -- Zillow Home Loans announced its 1% Down Payment program to allow eligible home buyers to pay as little as 1% down on their next home purchase. This program is initially being offered on properties located in Arizona, with plans to expand to additional markets.

Zillow Home Loans offers a 1% down payment option, opening homeownership to more borrowers

Peloton

Wish

Artificial intelligence (AI) is no longer just a buzzword, with its prominence in the tech landscape surging like never before this year. This next-level technology effectively opens doors to an array of applications for consumers, businesses and other entities.

3 Stocks That AI Does NOT Think You Should Buy

A federal judge in Seattle this week dismissed antitrust claims in a lawsuit filed in 2021 by Austin-based real estate startup Real Estate Exchange (REX) against Zillow Group and The National Association of Realtors (NAR).

Judge tosses antitrust claims directed at Zillow Group and National Association of Realtors

For much of last year, Zillow Group Inc NASDAQ: ZG could have been the poster child for stocks that were pumped and then dumped with the pandemic. A nearly 90% drop from 2021's all-time high only bottomed out last October when Zillow shares were back trading at their 2013 levels.

Zillow And The 30% Opportunity That's Opening Up

Zillow is treading water in a slow housing market.

News for Zillow Stock (Z)