A month has gone by since the last earnings report for Zillow Group (ZG) . Shares have added about 3.2% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Zillow due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out, ...

Zillow Group, Inc. (ZG) reported relatively mixed first-quarter 2025 results, wherein the bottom line missed the Zacks Consensus Estimate but the top line beat the same. It reported revenue expansion year over year.The company has a solid brand position in the residential real estate industry, boasting 227 million average monthly unique users across the Zillow ecosystem of apps and sites. Its advanced technology, such as Zillow Showcase, featuring various AI features, Real Time Touring and New Construction ...

Zillow Group (ZG) reported $598 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 13%. EPS of $0.41 for the same period compares to $0.36 a year ago.The reported revenue represents a surprise of +1.61% over the Zacks Consensus Estimate of $588.55 million. With the consensus EPS estimate being $0.43, the EPS surprise was -4.65%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

Zillow Group (ZG) came out with quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.36 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.65%. A quarter ago, it was expected that this online real estate marketplace would post earnings of $0.29 per share when it actually produced earnings of $0.27, delivering a surprise of -6.90%.Over the last four quar ...

Washington, D.C. 20549 _____________________________________________________ FORM 10-Q _____________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-36853 ZILLOW GROUP, INC. (Exact name of registrant as specified in its charter) ____________________________________ ...

Reported Consolidated Results Our presentation of non-GAAP net income per share excludes the impact of the results of share-based compensation, impairment costs and income taxes. This measure is not a key metric used by our management or board of directors to measure operating performance or otherwise manage the business. However, we provide non-GAAP net income per share as supplemental information to investors, as we believe the exclusion of the results of share-based compensation, impairment costs and inc ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Zillow Group (ZG) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 7, 2025, might help the stock move higher if these key numbers are better than expectati ...

文章核心观点 - 公司股价上涨或因需求趋势、技术优势及盈利预期等因素驱动 ，但需关注盈利预测修正趋势以判断后续走势 [1][2][3][4] 公司表现 Zillow Group - 上一交易日股价上涨8.7% ，收于64.96美元 ，过去四周累计下跌12.7% [1] - 受益于住宅和租赁领域的强劲需求趋势 ，先进技术受欢迎 ，计划2025年引入多项人工智能进展 [2] - 预计即将发布的季度报告每股收益0.47美元 ，同比增长30.6% ，收入5.8855亿美元 ，同比增长11.3% [3] - 过去30天该季度的共识每股收益预期未变 ，目前Zacks排名为3（持有） [4] Walker & Dunlop - 上一交易日股价上涨6.5% ，收于78.65美元 ，过去一个月累计下跌14.5% [4] - 即将发布的报告共识每股收益预期过去一个月维持在0.98美元 ，较去年同期下降17.7% ，目前Zacks排名为1（强力买入） [5] 行业情况 - 两家公司均属于Zacks金融 - 抵押贷款及相关服务行业 [4]

文章核心观点 - 公司与美国大型住宅房地产服务公司合作，借助AI解决方案提升竞争力，有望实现短期和长期增长 [1][4][6] 合作信息 - 公司与美国最大住宅房地产服务公司之一HomeServices of America合作，为其代理提供AI驱动的Zillow Showcase解决方案 [1] Zillow Showcase特点 - 具有交互式、视觉吸引力的展示功能，包括逐室照片组织、高分辨率滚动英雄图像和交互式平面图，能吸引购房者兴趣，使房源在传统房源中脱颖而出，还能提高在平台上的可发现性 [2] 合作带来的好处 - HomeServices代理受益，Zillow Showcase房源售价比非展示房源高2%，平均售价增加约9000美元，活跃展示房源页面浏览量多81%、保存量多80%、分享量多90%，公司还提供目标营销支持 [3] - 使用Zillow Showcase超半数房源的代理比非用户多赢得超30%的房源，且公司客户覆盖范围广，为公司带来短期增长机会 [5] 公司AI发展计划 - 公司计划在2025年引入多项AI改进，聚焦提升视觉和多模态能力，生成式AI将为购房者提供融资见解和指导，帮助房地产代理与更多潜在客户建立联系，有望带来长期增长 [6] 股价表现 - 公司过去一年股价上涨24.8%，而行业下跌6% [7] 公司评级 - 公司目前Zacks排名为2（买入） [9] 其他推荐股票 - InterDigital目前Zacks排名为1（强力买入），过去四个季度盈利惊喜达158.41%，拥有超33000项专利和申请，2024年全球新专利申请超5000项 [9][10] - CommScope Holding Company目前Zacks排名为1，是通信网络基础设施解决方案提供商，业务分三个板块，有全球制造和分销布局 [11] - United States Cellular Corporation目前Zacks排名为1，上一季度盈利惊喜达150%，采取措施加速用户增长和改善客户流失管理，有能力支持网络升级投资 [12][13]

公司概况 - 公司成立于1993年，是一家金融服务公司 [1] - 公司宗旨是让世界更聪明、更快乐、更富有 [1] 业务覆盖 - 公司每月通过优质投资解决方案、Fool.com上的免费指导和市场分析、个人理财教育、顶级播客以及非营利性的The Motley Fool Foundation触达数百万人 [1]