NASDAQ$Z
Zillow Group Inc · Q4 2022 earnings
Q4 2022 earnings · · Investor relations
Briefing
Zillow's Q4 2022 financial results exceeded expectations, driven by higher-than-anticipated margins in the IMT segment.
Zillow Group's Q4 results exceeded expectations with consolidated revenue of $435 million. The company focused on building its housing super app amidst a slow housing market. Key highlights include outperforming revenue in the IMT segment and growth in Rentals revenue.
- Zillow Group's fourth-quarter results exceeded the company’s outlook at a consolidated level for both revenue and Adjusted EBITDA.
- Consolidated Q4 revenue was $435 million.
- IMT segment revenue was above the high end of the company’s outlook range, declining 14% year over year to $417 million.
- Rentals revenue increased 13% year over year to $68 million.
Headline financials
Revenue & EPS history
Zillow · Revenue · Quarterly
$435M
Revenue by segment
Zillow · $152M total across 3 segments · Q4 2022
- Rentals Revenue$68M—44.7%
- Other Revenue$66M—43.4%
- Mortgages Revenue$18M-64.6%11.8%
Forward guidance
Complete financial results and outlook for the first quarter of 2023 can be found in the shareholder letter on the Investor Relations section of Zillow Group’s website
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2022
+1.5%
Avg return
Earnings day
+0.1%
Avg return
5 days after
-0.8%
Avg return
30 days after
56%
24 / 43 earnings
Positive
+27.1%
Q4 2018
Best reaction
-32.6%
Q3 2021
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -1.9% | -11.0% | -21.3% | |
| Q4 2025 | -16.5% | -20.6% | -21.6% | |
| Q3 2025 | +4.2% | +1.8% | +3.7% | |
| Q1 2025 | +0.0% | +3.6% | +3.6% | |
| Q4 2024 | -9.4% | -7.4% | -18.2% | |
| Q3 2024 | +15.7% | +20.7% | +30.9% | |
| Q2 2024 | +16.5% | +20.3% | +25.7% | |
| Q1 2024 | -6.4% | -2.0% | -3.8% | |
| Q4 2023 | +4.7% | -1.2% | -0.6% | |
| Q3 2023 | -2.1% | +2.4% | +19.6% | |
| Q2 2023 | -0.6% | +1.2% | -5.1% | |
| Q1 2023 | +8.8% | +12.7% | +9.0% | |
| Q4 2022 | +5.2% | +0.8% | -10.8% | |
| Q3 2022 | +5.3% | +8.8% | +24.9% | |
| Q2 2022 | -1.0% | -3.2% | -9.1% | |
| Q1 2022 | -13.8% | -17.4% | -10.9% | |
| Q4 2021 | +11.6% | +31.2% | -3.1% | |
| Q3 2021 | -32.6% | -32.0% | -44.2% | |
| Q2 2021 | -7.4% | -8.6% | -10.7% | |
| Q1 2021 | -9.5% | -5.7% | -13.7% | |
| Q4 2020 | +15.0% | +17.2% | -10.7% | |
| Q3 2020 | +18.5% | +0.4% | +7.0% | |
| Q2 2020 | +13.0% | +6.7% | +18.8% | |
| Q1 2020 | +22.0% | +13.3% | +36.6% | |
| Q4 2019 | +21.7% | +14.2% | -48.0% | |
| Q3 2019 | +11.7% | +12.5% | +22.1% | |
| Q2 2019 | -15.0% | -25.2% | -36.5% | |
| Q1 2019 | +3.3% | +5.9% | +33.5% | |
| Q4 2018 | +27.1% | +21.0% | +2.5% | |
| Q3 2018 | -25.9% | -25.2% | -8.5% | |
| Q2 2018 | -13.9% | -14.9% | -17.2% | |
| Q1 2018 | +4.3% | +3.9% | +17.7% | |
| Q4 2017 | +1.3% | +0.4% | +23.9% | |
| Q3 2017 | +0.5% | -3.1% | +0.8% | |
| Q2 2017 | -8.2% | -13.7% | -18.2% | |
| Q1 2017 | +11.7% | +8.4% | +14.5% | |
| Q4 2016 | -5.7% | -6.0% | -3.8% | |
| Q3 2016 | +5.2% | +3.3% | +1.5% | |
| Q2 2016 | -4.2% | -7.4% | -11.0% | |
| Q1 2016 | +11.9% | — | — | |
| Q4 2015 | +6.1% | — | — | |
| Q3 2015 | -2.8% | — | — | |
| Q2 2015 | -5.3% | — | — | |
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