ZG
ZG
ZG What Zillow Group promised, and what happened
Guidance
What management said, and what became of it
67 of 67 judged targets kept · 35 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Zillow Pro beta testing | beta test Zillow Pro in the first half of 2026 | Sep 2025 | Any agent, whether they advertise on Zillow or not, can access exclusive tools and Follow Up Boss through Zillow Pro, a premium membership we launched nationwide last month | Achieved |
| Full-year GAAP net income growth | further net income growth in 2026 | Dec 2025 | We reported a net loss of $4 million and adjusted net income of $118 million | At Risk |
| Annualized EBITDA cost savings from Q2 2026 restructuring | $75 million annualized (aggregate $140 million including previously planned headcount reductions) | Jun 2026 | we expect to generate approximately $75 million of annualized EBITDA cost savings from Q2 run rates and an aggregate of $140 million when including reductions from previously planned headcount growth | New |
The full ledger
Open Zillow Group’s full ledger
A free account opens 5 company ledgers a month. All 102 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 102 tracked commitments for Zillow Group
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.