Z
ZILLOW GROUP, INC.
Overview
ZILLOW GROUP, INC is a Communication Services company operating in Internet Content & Information with a $7.35B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $0.45—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $0.45 | — | — | — | — | EODHD |
Source: EODHD. Z reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken 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.
Quarterly beats & misses
Sample| 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% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Maintained2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken 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.
- Jeremy WacksmanCEO4 mo15 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
- Jeremy HofmannCFO4 mo12 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- Lloyd D FrinkPresident4 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Jun ChooCOO7 mono recorded callsCurrentSample
COO since 2025 • 2/4 beats (50%) • last guidance raise Q2 FY2026
- Jennifer RockChief Accounting Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Dan SpauldingChief People Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
Peers
Other companies in Communication Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
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/ZFAQ
Frequently asked about Z
Where can I find ZILLOW GROUP, INC.'s (Z) earnings call transcripts?
Spoken Alpha indexes Z's earnings call transcripts at https://spokenalpha.com/companies/Z. Each call links to attributed speakers and parsed analyst Q&A. ZILLOW GROUP, INC.'s own investor relations page is at https://investors.zillowgroup.com/overview/default.aspx.
What sector is Z in?
ZILLOW GROUP, INC. (Z) operates in the Communication Services sector (Internet Content & Information industry).