Core Insights - Zillow Group reported $655 million in revenue for Q2 2025, a year-over-year increase of 14.5% [1] - The EPS for the same period was $0.40, slightly up from $0.39 a year ago, but below the consensus estimate of $0.44, resulting in a -9.09% EPS surprise [1] - The revenue exceeded the Zacks Consensus Estimate of $646.56 million by +1.31% [1] Financial Performance Metrics - Average Monthly Unique Users for mobile applications and websites were 243 million, slightly below the estimate of 243.97 million [4] - Total visits to mobile applications and websites reached 2.59 billion, surpassing the average estimate of 2.51 billion [4] - Revenue from Mortgages was $48 million, exceeding the average estimate of $44.39 million, representing a year-over-year increase of +41.2% [4] - Revenue from Residential properties was $434 million, slightly above the estimated $429.91 million, reflecting a +6.1% year-over-year change [4] - Revenue from Other sources was $14 million, compared to the average estimate of $13.79 million, marking a +16.7% year-over-year increase [4] - Revenue from Rentals was $159 million, in line with the average estimate of $159.51 million, showing a +35.9% year-over-year change [4] Stock Performance - Zillow's shares have returned +12.8% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Viewpoint - Zillow Group (ZG) is expected to report quarterly earnings of $0.44 per share, reflecting a year-over-year increase of 12.8%, with revenues projected at $646.56 million, a 13% increase compared to the previous year [1]. Group 1: Earnings and Revenue Estimates - Analysts have not revised the consensus EPS estimate for the quarter in the last 30 days, indicating stability in their forecasts [2]. - The importance of earnings estimate revisions is highlighted as a significant predictor of investor actions and stock price performance [3]. - Consensus estimates for Zillow's revenue segments include: - 'Revenue- Mortgages' at $44.39 million, a year-over-year increase of 30.6% [5]. - 'Revenue- Residential' estimated at $429.91 million, reflecting a 5.1% increase from the previous year [5]. - 'Revenue- Other' projected at $13.79 million, indicating a 14.9% year-over-year change [5]. - 'Revenue- Rentals' expected to reach $159.51 million, a 36.3% increase from the year-ago quarter [6]. Group 2: User Engagement Metrics - Analysts predict 'Mobile Applications and Websites - Average Monthly Unique Users' to be 243.97 million, up from 231.00 million year-over-year [6]. - 'Mobile Applications and Websites - Visits' are projected to reach 2.51 billion, slightly up from 2.50 billion in the same quarter last year [7]. Group 3: Stock Performance - Zillow shares have increased by 14.1% over the past month, outperforming the Zacks S&P 500 composite, which saw a 1% increase [7]. - Zillow holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [7].

Group 1 - Zillow Group reported $598 million in revenue for Q1 2025, a year-over-year increase of 13% [1] - The EPS for the same period was $0.41, compared to $0.36 a year ago, indicating growth [1] - The revenue exceeded the Zacks Consensus Estimate of $588.55 million by 1.61%, while the EPS fell short of the consensus estimate of $0.43 by 4.65% [1] Group 2 - Key metrics indicate that Zillow's shares returned +10.6% over the past month, matching the S&P 500 composite's performance [3] - Zillow currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market [3] Group 3 - Average monthly unique users for Zillow's mobile applications and websites reached 227 million, surpassing the estimated 224.67 million [4] - Total visits to mobile applications and websites were 2.35 billion, exceeding the average estimate of 2.33 billion [4] - Residential revenue was reported at $417 million, slightly above the estimated $414.66 million, reflecting a year-over-year change of +6.1% [4] - Other revenue reached $11 million, significantly higher than the estimated $8.45 million, marking a +37.5% year-over-year change [4] - Mortgage revenue was $41 million, above the estimated $38.83 million, with a year-over-year increase of +32.3% [4] - Rental revenue was reported at $129 million, exceeding the estimated $126.10 million, representing a +33% year-over-year change [4]