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ZILLOW GROUP, INC.
ZILLOW GROUP, INC.. Spoken Alpha tracks Z's earnings calls, guidance changes, and executive accountability over time.
Spoken Alpha tracks Z's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 6 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.02 | $2.75 | +9.9% | -7.6% | -9.3% |
| Q4 FY2026 | $2.90 | $2.80 | +3.7% | +1.8% | +3.7% |
| Q3 FY2026 | $3.00 | $2.85 | +5.1% | +2.5% | +1.6% |
| Q2 FY2026 | $3.11 | $2.77 | +12.2% | -9.0% | -9.8% |
| Q1 FY2025 | $2.86 | $2.60 | +10.0% | -7.8% | -6.9% |
| Q4 FY2025 | $2.98 | $2.69 | +10.8% | -6.8% | -6.7% |
| Q3 FY2025 | $3.32 | $2.81 | +18.0% | -5.3% | -2.8% |
| Q2 FY2025 | $3.00 | $2.87 | +4.7% | -6.5% | -5.5% |
| Q1 FY2024 | $2.96 | $2.77 | +7.0% | +2.0% | -0.8% |
| Q4 FY2024 | $3.16 | $2.90 | +9.1% | -4.2% | -5.3% |
Spoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
CEO since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
CFO since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
PRESIDENT since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
COO since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for Z.
curl https://api.spokenalpha.com/v1/companies/Z