Affordability and job growth are key drivers of competition  Competition among buyers never cooled in Buffalo last year, and that heat should keep smoldering through 2025. Hot markets spread from the Northeast, Great Lakes and South regions into the Midwest and West. Virginia Beach jumped farthest up the list from 2024, leapfrogging over 23 markets. SEATTLE, Jan. 7, 2025 /PRNewswire/ -- Buffalo, New York, will be the hottest major housing market in 2025, according to a new analysis by Zillow®, the first tim ...

Natural language search reveals insights into how people searched for homes this yearSEATTLE, Dec. 20, 2024 /PRNewswire/ -- From barns to laser tag, Zillow® AI-powered natural language search revealed 2024's unique home-search trends, offering a window into what Americans wanted in their next home. Most unique home searches on Zillow in 2024 Zillow logo (PRNewsfoto/Zillow Group) This year, Zillow enhanced its natural language search feature, allowing home shoppers to search for their next home as natur ...

SEATTLE, Dec. 12, 2024 (GLOBE NEWSWIRE) -- Atossa Therapeutics, Inc. (Nasdaq: ATOS) (“Atossa” or the “Company”), a clinical stage biopharmaceutical company developing innovative medicines in areas of significant unmet medical need in oncology with a focus on breast cancer, today announced data describing the discovery of compounds that may be synergistic with (Z)-endoxifen and that could potentially be used in combinations for the treatment of breast cancer. The data is being presented in a poster at the 20 ...

2025 promises to be a transformative year for the U.S. housing market, offering fresh opportunities but also keeping everyone on their toes. Zillow Group Inc's ZG Z latest predictions reveal shifting dynamics for buyers, sellers, and renters. Investors in the Vanguard Real Estate ETF VNQ, the Schwab US REIT ETF SCHH, and the Real Estate Select Sector SPDR Fund XLRE track these dynamics closely.Read Also: Top 3 Real Estate Stocks That May Plunge This QuarterHere are five trends to watch closely:1. Breathing ...

SEATTLE, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Atossa Therapeutics, Inc. (Nasdaq: ATOS) (“Atossa” or the “Company”), today announced that a poster detailing the anti-cancer activity of (Z)-endoxifen-related compounds in estrogen receptor alpha-positive (ERα+) breast cancer will be presented at the American Association for Cancer Research (AACR) Special Conference in Cancer Research in Toronto from December 9-11, 2024. Atossa is a clinical stage biopharmaceutical company developing innovative medicines in areas ...

SEATTLE, Nov. 20, 2024 (GLOBE NEWSWIRE) -- Atossa Therapeutics, Inc. (Nasdaq: ATOS) (“Atossa” or the “Company”), a clinical stage biopharmaceutical company developing innovative medicines in areas of significant unmet medical need in oncology with a focus on breast cancer, today announced that five abstracts featuring data on (Z)-endoxifen have been accepted for presentation at the San Antonio Breast Cancer Symposium (SABCS), taking place December 10-13, 2024, in San Antonio, Texas. The presentations will s ...

一、涉及公司 Zillow Group, Inc. (NASDAQ:Z)[1] 二、核心观点与论据 （一）业务表现与战略 1. **Q3业绩增长** - 收入同比增长70%，住宅、租赁和抵押业务均有增长，这种集成交易策略开始推动成果[8]。 2. **增强市场战略（Enhanced Markets）** - **内涵**：是集成交易的市场推广策略，为消费者捆绑实时看房体验、Zillow房屋贷款融资机会，并与优质代理商合作，80%的连接落在Follow Up Boss[11]。 - **目的**：为买家创造集成体验，提高转化率。通过客户满意度、满足更多客户的能力、使用Zillow房屋贷款等因素驱动增长[16]。 - **衡量成功的指标**：每笔总交易价值的收入（revenue per total transaction value），与市场情况对比，可看出市场份额的增减等情况[18]。 3. **实时看房（Real - time tours）** - **现状与进展**：全国约25%的客户连接是实时看房，年初目标是20%，年初仅为10%。是所有看房中的一个子集，是最简单的看房途径[24][28]。 - **影响**：是今年增长的最大贡献者之一，看房线索的转化率约为其他行为的三倍，有助于提高代理商的转化率[27][32]。 4. **未来规划（Enhanced Market相关）** - 目标是打造超级应用（super app），让消费者能在Zillow应用内从开始有购房卖房想法到签署文件一站式完成，未来可能包括产权、托管、文件签署等相关交易服务[36][38]。 - 目前全国观众份额在60% - 70%之间，但交易份额仍为个位数，通过增强市场战略增加服务来提升增长潜力[40]。 （二）租赁业务（Rentals） 1. **业务策略与发展** - 解决租赁市场无全国性数据库的问题，先积累库存，目前拥有全国最多的租赁库存，从而提高品牌知名度，吸引多户住宅广告商[53][54][56]。 - 多户住宅建筑数量从年初的40,000增长到47,000，业务增长迅速，目标是未来实现10亿美元以上的收入，主要由多户住宅广告商推动[57]。 2. **业务模式与销售周期** - 80%的租赁业务是订阅模式，销售周期贯穿全年，不同时段有快慢之分[60]。 - 增长主要靠增加更多房产，同时补充适量的消费者需求，价格合理，对合作伙伴有吸引力[63]。 - 营销支出不是增长的主要驱动因素，主要驱动因素是将更多供应上线的策略，营销支出是有针对性地助力增长[66]。 （三）财务相关（Financials） 1. **成本结构** - 25% - 30%的收入用于可变支出（主要是销售和销售支持、营销），约10亿美元为固定成本[72]。 - 过去一个季度固定成本同比增长4%（含三次收购），将控制固定成本随通胀适度增长，根据机会调整可变成本（如营销成本）[72][74]。 2. **股票薪酬（Stock - based comp）与资本分配（Capital Allocation）** - 承诺从2023年到2024年降低股票薪酬的绝对水平，且占收入的百分比会进一步下降[78]。 - 过去几年是较大的资本回报者，自2021年底以来回购了约20亿美元股票，平均价格约45美元，今年将退休两个可转换债券，2025年5月退休第三个，2025年第二季度有望无债务且有健康的现金余额，可用于有机、无机机会和资本回报[79]。 （四）AI相关 1. **AI投入策略** - AI不是新事物，公司自2006年就开始进行AI相关投资，如机器学习、个性化、富媒体、房源展示等方面。将生成式AI视为工具，资源分配策略不变，会根据优先级为创新投资寻找资金[84][85][86]。 （五）监管相关（Regulatory） 1. **买家佣金（Buyer Commissions）** - 对于公司主要合作的前20%的代理商，佣金保持在一个稳定区间，自相关消息宣布以来一直如此[88]。 三、其他重要内容 1. 消费者购房的两个主要需求路径，一是看房（其中实时看房需求增长），二是融资问题（较一年前大幅上升）[22]。 2. 公司在租赁业务上投入营销，目的是弥补在特定租房者群体中的不足，营销是一种工具而非战略，用于辅助产品驱动的增长[67][68]。

股票市场 - 投资者对唐纳德·特朗普再次当选的兴奋情绪加上第三季度财报季整体强劲使股票达到历史新高标普500指数在今年迄今上涨约25%后突破6000点达到历史新高 [1] 人物相关 - 加里·亚历山大有华尔街科技公司报道经验、在硅谷工作经验并担任几家种子轮初创公司的外部顾问接触到当今塑造行业的许多主题自2017年以来一直是Seeking Alpha的定期撰稿人其文章被许多网络出版物引用并被整合到Robinhood等流行交易应用的公司页面上 [1]

Zillow's solid third-quarter results impressed investors.Shares of Zillow Group (Z 1.67%) (ZG 1.70%), the online real estate platform, rose sharply this week after the company reported better-than-expected third-quarter results (which ended Sept. 30).Zillow's share price was up by 23%, as of this writing, adding to the company's phenomenal gains of 94% over the past 12 months.Solid quarter, despite a difficult housing market The housing market has been stymied recently thanks to high mortgage rates and risi ...

The online real estate platform posted strong third-quarter results.Shares of Zillow (Z 23.77%) (ZG 24.98%) were surging today after the online real estate platform delivered strong results and showed growth across several verticals.The stock closed up 23.8% on the news. Zillow looks strong across the boardOverall revenue at Zillow rose 17% to $581 million, beating the midpoint of the company's guidance at $553 million and the consensus at $554.7 million.Growth was broad based as residential revenue was up ...