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

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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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Impairment and restructuring costs

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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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

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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

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.

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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.

Zillow Group Inc. late Wednesday posted quarterly results that were above analyst expectations, but the stock fell 4% as investors zeroed in on the real-estate company's weaker revenue outlook for the current quarter.

Zillow's stock drops 4% after real-estate company lowers revenue outlook

SEATTLE , Nov. 1, 2023 /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 ended September 30, 2023. Complete financial results for the third quarter and outlook for the fourth quarter of 2023 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 Third-Quarter 2023 Financial Results

A Missouri jury's verdict that the National Association of Realtors colluded with brokerages to keep agent commissions high created a shockwave throughout real estate stocks earlier this week. Zillow (NASDAQ:Z) and others plunged on Tuesday after the ruling, which could change how Americans purchase homes, or specifically, how they pay for broker fees.

Zillow faces uncertain future after Missouri verdict shakes real estate stocks

Zillow is adding to its arsenal of agent tools with the acquisition of Follow Up Boss, a popular customer relationship management system for agents and brokers. Zillow is paying $400 million in cash up front, plus an additional $100 million cash earnout.

Zillow acquiring Follow Up Boss for up to $500M in quest for ‘housing super app'

Zillow Group's investment in the Follow Up Boss platform will further help teams and agents deliver great customer experiences, boost productivity and grow their businesses   SEATTLE , Nov. 1, 2023 /PRNewswire/ -- Zillow Group has entered into an agreement to acquire Follow Up Boss, a customer relationship management (CRM) system for real estate professionals. Follow Up Boss gives teams and agents a central hub to stay organized, engage customers, close deals and grow their production.

Zillow Group to acquire Follow Up Boss, an industry leader in customer relationship management

Redfin

Shares of real-estate names plunged Tuesday following a jury ruling that has the potential to shake up the way people purchase homes.

Here's why Zillow, Redfin and other real-estate stocks tanked after a jury ruling

Opendoor

All housing brokerage firms were down today in the wake of a major court decision. It adds insult to injury during the most challenging housing environment in years.

Why Redfin, Opendoor, and Zillow Plunged Today

CBRE Group

CubeSmart

Five Point Holdings

National Storage Affiliates Trust

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

Top 5 Real Estate Stocks That Could Lead To Your Biggest Gains in October - CubeSmart (NYSE:CUBE), CBRE Group (NYSE:CBRE)

Zillow survey finds 35% of prospective buyers would buy a haunted house if it cost less Four in 10 prospective buyers could be convinced to buy a haunted house if it had the right features. Nearly 30% of prospective buyers say they would be more likely to purchase a home if it were haunted.

Nearly 70% of prospective buyers would buy a haunted house if it checked all their boxes

Zillow app also receives updates, which include improved navigation on for-sale listings and a way to simplify financing with the new Zillow Home Loans tab SEATTLE , Oct. 23, 2023 /PRNewswire/ -- Today Zillow® is launching a big update to the look and feel of for-sale property listings on its website, improving home shoppers' experience with a more intuitive and simplified layout. The enhanced design of for-sale property listings on Zillow.com offers a wider, single-scroll format, making it easier for home shoppers to find key information, such as square footage, the Zestimate® feature, lot size and home type.

Zillow unveils a new look for property pages, their biggest redesign in 5 years

Zillow shares have dropped 20% due to high mortgage rates and low housing market transactions. Despite the challenging environment, Zillow has shown strong results and is executing its long-term plan. Zillow's Flex/Enhanced strategy is driving growth and changing the workflow of partner agents, adding value to the company.

Zillow: Making Tremendous Progress In A Tough Housing Market

Zillow Home Loans and The Knot find the share of couples including "home funds" as part of their wedding registry has increased 55%  SEATTLE and NEW YORK , Oct. 19, 2023 /PRNewswire/ -- A new analysis conducted by Zillow® Home Loans and The Knot  shows that more couples than ever who are planning to marry are registering for home funds to help them buy a house, in addition to more traditional wedding gifts. For many couples, marriage is accompanied by exciting — albeit expensive — life changes, like purchasing their first home, and as home prices continue to soar across the country, young couples are getting creative to make their dream of homeownership a reality.

More couples turning to wedding registries for help buying their first home

The Fed has raised interest rates at the most aggressive pace in its history for the past couple of years. Some experts believe the Fed has gone far enough, and it might even start cutting rates next year.

Interest Rates Could Fall in 2024. Is It Time to Buy This Real Estate Technology Stock?

Zillow's business and share price have remained steady in 2023 despite rising mortgage rates and a weak real estate market. The recent increase in long-term bond yields is starting to impact the Company with housing market dysfunction increasing. While Z stock is well positioned to capitalize on a large long-term opportunity, it seems likely that the company is still in for more short-term pain.

Zillow: Mortgage Rates Are Beginning To Bite

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

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.

News for Zillow Stock (Z)