
• Reported GAAP EPS of $0.01 up 104.55% YoY • Reported revenue of $654M up 9.92% YoY
Bullish
Zillow Group achieved strong Q4 revenue growth, outperforming the industry, alongside significant profitability improvements. The company also saw robust growth in its Mortgages and Rentals segments and increased user engagement.
Bearish
Zillow Group's cash and investments declined sequentially, and the industry's purchase mortgage origination volume remained flat. The company's reliance on non-GAAP measures also presents comparability limitations.