{"schema_version":"secwatch.filing_event.v1","accession":"0001617640-23-000108","form_type":"8-K","ticker":"ZG","cik":"0001617640","company_name":"ZILLOW GROUP, INC.","filed_at":"2023-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.797999+00:00","generated_at":"2026-06-09T02:43:09.882103+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Zillow Q3 revenue $496M (+3% YoY); beats guidance; acquires Follow Up Boss for $400M","bullets":["Q3 revenue $496M, up 3% YoY and $24M above guidance midpoint; Residential revenue $362M (-3%) vs industry -14%.","Rentals revenue $99M (+34% YoY); Mortgages revenue $24M (-8%) but purchase loan origination volume +88% YoY.","GAAP net loss $28M; Adjusted EBITDA $107M, $30M above guidance midpoint.","Announced acquisition of Follow Up Boss for $400M cash upon close + up to $100M earnouts over 3 years.","Cash & investments $3.3B; $100M share repurchases in Q3; available repurchase auth $914M."],"urls":{"canonical":"https://secwatch.observer/filing/0001617640-23-000108","json":"https://secwatch.observer/filing/0001617640-23-000108.json","markdown":"https://secwatch.observer/filing/0001617640-23-000108.md","text":"https://secwatch.observer/filing/0001617640-23-000108.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1617640/000161764023000108/0001617640-23-000108-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1617640/000161764023000108/z-20231101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T02:43:09.882103+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b3953bd58a8d18e745e1e27a8bfb1e2500d2aa63","claim":"ZILLOW GROUP, INC. reported the three months ended September 30, 2023 results: revenue $496 million, net income net loss was $28 million.","evidence_excerpt":"for both movers and partners.” Recent highlights include: • Zillow Group’s third-quarter results exceeded the company’s outlook for revenue and Adjusted EBITDA. • Q3 revenue was $496 million, up 3% year over year and above the midpoint of the company’s outlook range by $24 million. ◦ Residential revenue of $362 million outperformed both the industry total transaction","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1617640/000161764023000108/0001617640-23-000108-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended September 30, 2023"},{"label":"Revenue","value":"$496 million"},{"label":"Net income","value":"net loss was $28 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}