Highest-materiality recent filing
Zillow Group Reports Q1 2026 Revenue Up 18% to $708M, Net Income of $46M
Zillow Group Q1 2026 revenue rose 18% YoY to $708 million, near high end of guidance.
Zillow Group authorizes additional $1.25B share repurchase, $1.3B remaining capacity
Board authorized additional $1.25B repurchase of Class A common stock and Class C capital stock.
Zillow Q4 revenue up 18% to $654M, turns profitable with net income $3M vs loss last year
Q4 revenue $654M (+18% YoY); full-year $2.6B (+16%); outperformed industry by 1500bps.
Zillow Group closes $500M revolving credit facility due 2031, undrawn at close
Facility can be increased by $250M to $750M under specified conditions.
Zillow Q3 revenue $676M (+16% YoY), net income $10M, Adj EBITDA $165M above outlook
Q3 revenue $676M (+16% YoY), above outlook; GAAP net income $10M vs loss of $20M YoY.
Zillow unwinds capped calls, receives 3.1M shares and $38.2M cash
Enters unwind agreements with Morgan Stanley, Citibank, Barclays, JPMorgan for capped calls tied to 2026 convertible notes (settled Dec 2024).
Zillow Q2 revenue up 15% to $655M, GAAP net income $2M, guidance raised
Revenue $655M (+15% YoY) exceeded outlook; For Sale up 9% to $482M, Rentals up 36% to $159M.
Zillow shareholders elect four Class II directors, ratify Deloitte as auditor at 2025 annual meeting
Directors Barton, Frink, Underwood, and Wacksman elected with strong majorities; Wacksman received 97.6M votes for.
Zillow fully settles $419M convertible notes due 2025, becomes debt-free
Fully settled $419M principal of 2.75% Convertible Senior Notes due 2025 on May 15, 2025.
Zillow Q1 revenue up 13% to $598M, GAAP net income $8M, authorizes $1B buyback
Q1 revenue $598M (+13% YoY), above outlook midpoint; GAAP net income $8M vs loss of $23M YoY.
Zillow Q4 revenue $554M (+17% YoY), beat outlook; expects GAAP profitability in 2025
Q4 revenue $554M (+17% YoY), above guidance midpoint by $21M; full-year revenue $2.2B (+15% YoY).
Zillow issues 4.53M Class C shares upon $498M note conversion, redeems remaining $1M
4,526,527 shares of Class C capital stock issued to holders converting $498M principal of 1.375% convertible notes due 2026.
Zillow appoints Jun Choo as COO; President Susan Daimler departs
Jun Choo appointed COO effective Nov 14, 2024; base salary raised to $674,565.
Zillow Q3 revenue $581M (+17% YoY), beats outlook; Adj. EBITDA $127M
Total revenue $581M, up 17% YoY, $28M above outlook midpoint.
Zillow redeems $498.8M of 1.375% convertible notes due 2026; conversion deadline Dec 17
Company issued notice to redeem all $498.8M outstanding of 1.375% Convertible Senior Notes due 2026.
Zillow Group completes full conversion of $608.4M convertible notes, issues 1.94M shares
Holders of 100% of outstanding $608.4M principal 0.75% Convertible Notes due 2024 elected to convert during the conversion period.
Zillow beats Q2 revenue guidance, promotes Jeremy Wacksman to CEO
Q2 revenue $572M (+13% YoY), $39M above outlook midpoint; Residential revenue $409M (+8% YoY), outperforming industry 3% growth.
Erik Blachford, J. William Gurley, Gordon Stephenson, and Claire Cormier Thielke each elected to serve until 2027.
Zillow Q1 revenue $529M (+13% YoY), beats outlook; Adjusted EBITDA $125M
Q1 revenue $529M, above outlook midpoint by $26M; Residential $393M (+9%), Rentals $97M (+31%), Mortgages $31M (+19%).
the board of directors (the “Board”) of Zillow appointed Jun Choo, currently Zillow’s Senior Vice President, Real Estate Software, as Zillow’s Chief Operating Officer, effective as of November 14, 2024.
Zillow announced that Susan Daimler will depart her role as President of Zillow effective immediately, and she will depart Zillow as further described below.
Mr. Barton will remain on the Board and become Co-Executive Chairman of the Board, alongside co-founder, President of Zillow Group, and current Executive Chairman of the Board, Lloyd D. Frink.
the Board increased the size of the Board from ten to eleven members and appointed Mr. Wacksman to fill the vacancy created.
On August 7, 2024, Zillow Group announced the promotion of Jeremy Wacksman from Chief Operating Officer to Chief Executive Officer and his appointment as a member of Zillow Group’s Board of Directors
Max materiality 0.85 · Median 0.75 · Most common event earnings