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Zillow Group Inc Class C (Z)
:Z
US Market

Zillow Group Class C (Z) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 30, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
0.37
Last Year’s EPS
0.36
Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Feb 11, 2025
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% Change Since: -9.24%
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Next Earnings Date:Apr 30, 2025
Earnings Call Sentiment|Positive
Zillow demonstrated robust revenue growth and strategic execution in both For Sale and Rentals segments, despite challenges in the broader housing market. The company reported strong performance in key areas such as Enhanced Markets and mortgage revenue. However, ongoing challenges in the housing market and a GAAP net loss in Q4 present concerns.
Company Guidance
During Zillow Group's fourth quarter 2024 earnings call, the company provided guidance indicating strong performance and promising growth trajectories. Key metrics from the call included a 17% year-over-year increase in Q4 revenue to $554 million, surpassing their outlook range, and a full-year revenue growth of 15% to $2.2 billion. Zillow's adjusted EBITDA margin expanded by 200 basis points, setting a robust foundation for 2025 with expectations for low to mid-teens revenue growth and further margin expansion. The company is on track to achieve a 6% share of customer transactions by the end of the year and is targeting positive GAAP net income for 2025. Zillow's strategy includes expanding its Enhanced Markets and integrating services like Premier Agent and Zillow Home Loans, aiming for a clear path to $5 billion in revenue with a 45% EBITDA margin in a normalized housing market. The company also highlighted significant growth in its Rentals segment, with a 25% year-over-year increase in Q4 revenue and plans to expand rental property listings through a strategic partnership with Redfin.
Record Revenue Growth
Zillow reported total Q4 revenue of $554 million, up 17% year-over-year, and full year 2024 revenue growth of 15% to $2.2 billion, despite a challenging housing market.
Strong Performance in Rentals
Rentals segment finished strong in Q4 with revenue up 25% year-over-year, increasing the number of multifamily properties on Zillow to 50,000, up from 37,000 at the end of 2023.
Enhanced Market Strategy Success
Enhanced Markets covered 21% of all connections in Q4 2024, and Zillow expects to increase their share of connections to more than 35% by the end of 2025.
Mortgage Revenue Growth
Mortgages revenue grew 86% year-over-year to $41 million in Q4, with purchase loan origination volume growing 90% year-over-year.
Positive GAAP Net Income Expected in 2025
Zillow expects to achieve positive GAAP net income for the full year 2025, driven by ongoing revenue growth and cost management.
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Zillow Group Class C (Z) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Z Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 30, 20252025 (Q1)
0.37 / -
0.36
Feb 11, 20252024 (Q4)
0.27 / 0.27
0.235.00% (+0.07)
Nov 06, 20242024 (Q3)
0.29 / 0.39
0.35210.51% (+0.04)
Aug 07, 20242024 (Q2)
0.26 / 0.41
0.396.15% (+0.02)
May 01, 20242024 (Q1)
0.31 / 0.36
0.352.86% (+0.01)
Feb 13, 20242023 (Q4)
0.12 / 0.20
0.21-4.76% (>-0.01)
Nov 01, 20232023 (Q3)
0.23 / 0.35
0.409-13.94% (-0.06)
Aug 02, 20232023 (Q2)
0.19 / 0.39
0.465-16.13% (-0.08)
May 03, 20232023 (Q1)
0.12 / 0.35
0.55-36.36% (-0.20)
Feb 15, 20232022 (Q4)
0.06 / 0.21
-0.42150.00% (+0.63)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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Z Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 11, 2025$86.32$78.21-9.40%
Nov 06, 2024$58.68$72.63+23.77%
Aug 07, 2024$41.77$49.40+18.27%
May 01, 2024$41.89$39.84-4.89%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ

When does Zillow Group Inc Class C (Z) report earnings?
Zillow Group Inc Class C (Z) is schdueled to report earning on Apr 30, 2025, TBA Not Confirmed.
    What is Zillow Group Inc Class C (Z) earnings time?
    Zillow Group Inc Class C (Z) earnings time is at Apr 30, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is Z EPS forecast?
          Z EPS forecast for the fiscal quarter 2025 (Q1) is 0.37.
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            Zillow Group Class C (Z) Earnings News

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