Zillow 'A'

Zillow Group remains strongly positioned with the most-visited real estate app in the U.S. and is driving growth mainly through advertising, brokerage solutions and mortgage offerings. Its reach creates opportunities to integrate additional transaction steps and expand the business. At the same time, a difficult real estate autumn threatens to dampen momentum and poses short-term challenges for revenue and transaction volume. » Plus sur finanzen.net

The FTC and Zillow reached a settlement ending allegations that a 2025 partnership with Redfin suppressed competition in rental listings. Under the proposal Redfin may continue syndicating Zillow listings but must restart its own rental-listings advertising business that it had wound down. State attorneys general in Arizona, Connecticut, New York, Virginia and Washington joined the settlement, which the FTC says delivers faster relief for renters and property managers than a trial would. » Plus sur theverge.com

Zillow reported Q2 adjusted EPS of $0.52 and revenue of $772 million, both above estimates, yet the stock fell about 12.3% premarket. Management guided Q3 revenue to $745–760 million and 2026 revenue to $2.92–2.96 billion, both below consensus. Zillow revised its new mortgage-business forecast to a decline in the low- to mid-single-digit percentage range and announced a 7% workforce reduction to save about $75 million of EBITDA, which unsettled investors. » Plus sur de.investing.com