Core Insights - Zillow Group reported revenue of $676 million for the quarter ended September 2025, reflecting a year-over-year increase of 16.4% and surpassing the Zacks Consensus Estimate of $668.99 million by 1.05% [1] - The company's EPS was $0.44, an increase from $0.35 in the same quarter last year, although it fell short of the consensus estimate of $0.45 by 2.22% [1] Financial Performance Metrics - Average Monthly Unique Users for Zillow's mobile applications and websites reached 250 million, exceeding the analyst estimate of 245.96 million [4] - Total visits to mobile applications and websites were 2.55 billion, surpassing the average estimate of 2.48 billion [4] - Residential revenue was reported at $435 million, above the analyst estimate of $429.27 million, marking a year-over-year increase of 7.4% [4] - Revenue from other segments was $14 million, slightly below the estimated $14.71 million, with no year-over-year change [4] - Mortgage revenue was $53 million, exceeding the average estimate of $50.02 million, representing a significant year-over-year increase of 35.9% [4] - Rental revenue reached $174 million, in line with the average estimate of $174.66 million, showing a year-over-year increase of 41.5% [4] Stock Performance - Zillow's shares have returned -3.3% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]
Zillow (ZG) Reports Q3 Earnings: What Key Metrics Have to Say