earnings
confidence high
sentiment positive
materiality 0.80
Zillow Q1 revenue up 13% to $598M, GAAP net income $8M, authorizes $1B buyback
ZILLOW GROUP, INC.
2025-Q1 EPS reported
$0.03
revenue$598,000,000
- Q1 revenue $598M (+13% YoY), above outlook midpoint; GAAP net income $8M vs loss of $23M YoY.
- Adjusted EBITDA $153M (26% margin, +200bps YoY); For Sale revenue $458M (+8%), Rentals $129M (+33%).
- Board authorized additional $1B share repurchase; Q1 repurchases $250M; $131M remained from prior program.
- Traffic: 227M avg monthly unique users (+5%), visits 2.4B (+2%).
- Full-year 2025 guidance reaffirmed: low-to-mid teens revenue growth, margin expansion, positive GAAP net income.