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Zillow (Z) investor relations material
Zillow Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 revenue grew 16% year-over-year to $676 million, surpassing guidance and industry benchmarks, driven by strong growth in rentals and mortgage originations.
Net income reached $10 million, reversing a $20 million loss in Q3 2024, with a 1% net income margin, up 400 basis points year-over-year.
Adjusted EBITDA was $165 million, with a 24% margin, up over 200 basis points year-over-year.
Continued momentum in for-sale and rentals segments, supported by product innovation, integrated transaction strategy, and technology investment.
Cash and investments increased to $1.4 billion from $1.2 billion sequentially.
Financial highlights
Q3 2025 revenue up 16% year-over-year to $676 million, with rentals revenue up 41% and mortgage revenue up 36%.
Gross profit for Q3 was $491 million, with a gross margin of 73%.
EBITDA margin reached 24%, up more than 200 basis points from last year.
Free cash flow for the first nine months of 2025 was $295 million, up 28% year-over-year.
Cash and investments totaled $1.4 billion as of September 30, 2025.
Outlook and guidance
Q4 revenue expected between $645 million and $655 million, up 16–18% year-over-year.
For-sale revenue growth in Q4 projected in high single digits; mortgages revenue to grow ~20%.
Rentals revenue growth to accelerate over 45% year-over-year in Q4.
Full-year 2025 guidance: mid-teens revenue growth, expanding EBITDA margins, and positive net income.
Management expects continued investment in technology and marketing, with a focus on growing rentals and mortgage origination.
What fueled 57% mortgage origination growth?
Drivers of For Sale revenue per TTV increase?
What drives accelerated Rentals revenue growth?
Zillow Pro: monetization and rollout plan?
FTC suit impact on Rentals strategy?
Drivers of For Sale market outperformance?
How will ChatGPT integration affect direct Zillow traffic?
What is Zillow Pro's long-term revenue potential?
What are the key drivers for rentals beyond $1B target?
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Frequently asked questions
Zillow Group, Inc. operates a number of real estate brands in the United States. The company provides users with access to shopping and selling homes online, researching potential properties and trends, and connecting with local real estate agents. Zillow Group offers Zillow, Trulia, StreetEasy, HotPads, Retsly and New Home Star. The company also sells advertising solutions that target specific audiences on these websites through display advertising solutions, contextual targeting solutions and audience extension solutions.
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