Core Insights - Zillow Group reported revenue of $654 million for the quarter ended December 2025, marking an 18.1% increase year-over-year, with EPS at $0.39 compared to $0.27 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $649.76 million by 0.65%, while the EPS fell short of the consensus estimate of $0.42 by 6.25% [1] Financial Performance Metrics - Average Monthly Unique Users for Zillow's mobile applications and websites reached 221 million, surpassing the estimated 215.1 million [4] - Total visits to mobile applications and websites were 2.1 billion, slightly above the average estimate of 2.11 billion [4] - Residential revenue was reported at $418 million, exceeding the average estimate of $415.98 million, reflecting an 8% year-over-year increase [4] - Revenue from other segments was $11 million, compared to the average estimate of $11.62 million, showing a 10% year-over-year increase [4] - Mortgage revenue reached $57 million, surpassing the average estimate of $50.89 million, with a significant year-over-year increase of 39% [4] - Rental revenue was reported at $168 million, slightly below the estimated $172.17 million, but still reflecting a substantial year-over-year increase of 44.8% [4] Stock Performance - Zillow's shares have declined by 19.7% over the past month, contrasting with the Zacks S&P 500 composite, which remained unchanged [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]
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