Highest-materiality recent filing
Zillow amends $1.25B buyback program with 45% ownership cap
Board approved amendment to 2026 repurchase program effective June 3, 2026.
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%).
Zillow Q4 revenue $474M (+9% YoY), beats outlook; Adjusted EBITDA $69M
Q4 revenue $474M, up 9% YoY and $31M above company's outlook midpoint.
Zillow Group reappoints Bill Gurley of Benchmark to board of directors
J. William Gurley reappointed effective Jan 6, 2024; previously served from 2005 to 2015.
Zillow Q3 revenue $496M (+3% YoY); beats guidance; acquires Follow Up Boss for $400M
Q3 revenue $496M, up 3% YoY and $24M above guidance midpoint; Residential revenue $362M (-3%) vs industry -14%.
Zillow Q2 revenue $506M beats guidance; Adj. EBITDA $111M; announces $750M buyback
Revenue $506M, above outlook midpoint by $41M; Residential $380M (-3% YoY), Rentals $91M (+28%), Mortgages $24M (-17%).
Zillow shareholders re-elect three Class III directors and ratify Deloitte as auditor
Amy C. Bohutinsky, Jay C. Hoag, and Gregory B. Maffei each elected as Class III directors until 2026.
Zillow Group appoints Jeremy Hofmann as CFO, Allen Parker transitions to advisory role
Jeremy Hofmann promoted to CFO effective May 18, 2023; previously SVP of Corporate Development and Strategy.
Zillow Q1 revenue $469M beats outlook; GAAP net loss $22M, Adjusted EBITDA $104M
Q1 revenue $469M, $48M above outlook midpoint; Residential revenue $361M (-14% YoY) outpaced industry decline of 27%.
Zillow Q4 revenue $435M beats outlook; net loss $72M; Premier Agent down 20% YoY
Consolidated Q4 revenue $435M ($2.0B FY), above outlook; GAAP net loss from cont. ops $72M vs $6M income YoY.
Consolidated Q3 revenue from continuing ops $483M, above high end of outlook; IMT segment revenue $457M (-5% YoY), Premier Agent $312M (-13% YoY) but above outlook.
Zillow Q2 rev $1.01B, Adj EBITDA $164M beat; IMT rev flat; Opendoor tie-up
Q2 revenue $1.01B (above midpoint); IMT segment rev $475M (flat YoY); Homes segment rev $505M (exceeded outlook).
Zillow Group shareholders elect directors and ratify Deloitte as auditor at 2022 annual meeting
All three director nominees (Barton, Frink, Underwood) elected with over 98% of votes cast.
Zillow Q1 revenue $4.3B, net income $16M; board authorizes additional $1B buyback
Revenue of $4.257B; IMT segment up 10% YoY to $490M; Homes revenue $3.7B from iBuying wind-down.
Zillow Q4 rev $3.9B, net loss $261M; IMT EBITDA $220M, homes wind-down ahead of plan
Q4 consolidated revenue $3.88B, GAAP net loss $261M ($1.03 diluted loss); full-year revenue $8.15B, net loss $528M.
Zillow Group updates Q4 Homes revenue outlook to $2.3-2.9B; authorizes $750M buyback
Sold/under contract/agreed on terms for >50% of homes expected to resell in wind-down.
Zillow Group to wind down Zillow Offers; Q3 net loss of $328M and $304M inventory write-down
Consolidated Q3 revenue $1.74B; GAAP net loss $328M vs. year-ago net income $40M.
Zillow Q2 revenue $1.3B (+70% YoY); net income $10M, Adj. EBITDA $183M
Revenue $1.3B (+70% YoY); gross profit $538M (+92% YoY); net income $10M vs loss $84M YoY.
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
On January 6, 2024, the Board of Directors (the “Board”) of Zillow Group, Inc. (the “Company” or “Zillow Group”) appointed J. William Gurley as a member of the Board, effective immediately.
On May 18, 2023, Zillow Group, Inc. (“Zillow” or the “Company”) announced that the board of directors (the “Board”) of Zillow appointed Jeremy Hofmann, currently Zillow’s Senior Vice President, Corporate Development and Strategy, as Zillow’s Chief Financial Officer, effective May 18, 2023.
Mr. Hofmann will succeed Allen Parker, who will step back from his role as Chief Financial Officer as of May 18, 2023, but will continue in an advisory role, as further described below.
Max materiality 0.95 · Median 0.75 · Most common event earnings