Zillow Group Reaffirms Q1 $700–710M Revenue, Unveils 25% Net Income Margin Target
Zillow Group will showcase its AI-native housing platform at its March 24 investor summit, highlighting proprietary content, integrated transaction tools and 235 million monthly users. It reaffirmed first-quarter revenue guidance of $700–710 million and Adjusted EBITDA of $160–175 million and set mid-cycle targets of $5 billion revenue, 45% EBITDA margin and 25% net income margin.
1. AI Summit Showcases Strategic Platform Integration
Zillow hosted an AI Summit for Investors on March 24, demonstrating its AI-native housing platform that integrates discovery, touring, financing and closing workflows to streamline the entire moving journey for consumers and professionals.
2. Engaged Audience Fuels AI Strategy
The company highlighted its 235 million monthly users—80% of whom visit directly—leveraging first-party behavioral data across search, touring and finance to power proprietary content, context and integrated transaction infrastructure.
3. Reaffirmed 2026 Outlook and Mid-Cycle Targets
Zillow reaffirmed Q1 2026 revenue guidance of $700–710 million and Adjusted EBITDA of $160–175 million, and set mid-cycle targets of $5 billion revenue, 45% EBITDA margin and a new 25% net income margin.