Zillow Group Class C stock kpis
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Revenue by Segment
Breaks down revenue across different business segments, highlighting which areas are driving growth and where the company may need to focus strategic efforts.
Zillow’s revenue mix has shifted decisively from the legacy Homes business into recurring Rentals and accelerating Mortgages, which now power the company’s top‑line momentum and underpin management’s mid‑teens growth outlook; Residential/For‑Sale growth has softened to mid‑single digits, so near‑term upside hinges on sustained rental and mortgage traction and product/AI adoption. Expect H1 margin pressure from elevated ad spend and legal costs, with management betting on EBITDA expansion returning in H2 as those investments and operational leverage pay off.
Z Revenue by Segment
| Date | Other | Homes | Internet, Media, and Technology | Mortgages | Residential | Rentals |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | $15.00M | $0.00 | $0.00 | $70.00M | $419.00M | $220.00M |
| Jun 30, 2026 | $14.00M | $0.00 | $0.00 | $84.00M | $465.00M | $209.00M |
| Mar 31, 2026 | $11.00M | $0.00 | $0.00 | $64.00M | $450.00M | $183.00M |
| Dec 31, 2025 | $11.00M | $0.00 | $0.00 | $57.00M | $418.00M | $168.00M |
| Sep 30, 2025 | $14.00M | $0.00 | $0.00 | $53.00M | $435.00M | $174.00M |
| Jun 30, 2025 | $14.00M | $0.00 | $0.00 | $48.00M | $434.00M | $159.00M |
| Mar 31, 2025 | $11.00M | $0.00 | $0.00 | $41.00M | $417.00M | $129.00M |
| Dec 31, 2024 | $10.00M | $0.00 | $0.00 | $41.00M | $387.00M | $116.00M |
| Sep 30, 2024 | $14.00M | $0.00 | $0.00 | $39.00M | $405.00M | $123.00M |
| Jun 30, 2024 | $12.00M | $0.00 | $0.00 | $34.00M | $409.00M | $117.00M |
| Mar 31, 2024 | $8.00M | $0.00 | $0.00 | $31.00M | $393.00M | $97.00M |
| Dec 31, 2023 | $10.00M | $0.00 | $0.00 | $22.00M | $349.00M | $93.00M |
| Sep 30, 2023 | $11.00M | $0.00 | $0.00 | $24.00M | $362.00M | $99.00M |
| Jun 30, 2023 | $11.00M | $0.00 | $0.00 | $24.00M | $380.00M | $91.00M |
| Mar 31, 2023 | $8.00M | $0.00 | $0.00 | $26.00M | $361.00M | $74.00M |
| Dec 31, 2022 | $0.00 | $0.00 | $417.00M | $18.00M | $0.00 | $0.00 |
| Sep 30, 2022 | $0.00 | $0.00 | $457.00M | $26.00M | $0.00 | $0.00 |
| Jun 30, 2022 | $0.00 | $505.00M | $475.00M | $29.00M | $0.00 | $0.00 |
| Mar 31, 2022 | $0.00 | $3.72B | $490.00M | $46.00M | $0.00 | $0.00 |
| Dec 31, 2021 | $0.00 | $3.35B | $483.17M | $50.82M | $0.00 | $0.00 |
| Sep 30, 2021 | $0.00 | $1.19B | $480.19M | $70.29M | $0.00 | $0.00 |
| Jun 30, 2021 | $0.00 | $777.14M | $476.09M | $56.74M | $0.00 | $0.00 |
| Mar 31, 2021 | $0.00 | $704.15M | $446.33M | $67.96M | $0.00 | $0.00 |
| Dec 31, 2020 | $0.00 | $304.14M | $423.84M | $60.97M | $0.00 | $0.00 |
| Sep 30, 2020 | $0.00 | $187.10M | $415.39M | $54.20M | $0.00 | $0.00 |
| Jun 30, 2020 | $0.00 | $454.25M | $280.34M | $33.76M | $0.00 | $0.00 |
| Mar 31, 2020 | $0.00 | $769.87M | $330.67M | $25.28M | $0.00 | $0.00 |
| Dec 31, 2019 | $0.00 | $603.23M | $319.67M | $21.05M | $0.00 | $0.00 |
| Sep 30, 2019 | $0.00 | $384.63M | $335.29M | $25.29M | $0.00 | $0.00 |
| Jun 30, 2019 | $0.00 | $248.92M | $323.67M | $26.98M | $0.00 | $0.00 |
| Mar 31, 2019 | $0.00 | $128.47M | $298.27M | $27.36M | $0.00 | $0.00 |
| Dec 31, 2018 | $0.00 | $41.35M | $300.71M | $23.28M | $0.00 | $0.00 |
| Sep 30, 2018 | $0.00 | $11.02M | $313.64M | $18.44M | $0.00 | $0.00 |
| Jun 30, 2018 | $0.00 | $0.00 | $305.90M | $19.30M | $0.00 | $0.00 |
| Mar 31, 2018 | $0.00 | $0.00 | $280.90M | $19.00M | $0.00 | $0.00 |
