What move does the options market price into Zillow's report?

Implied ±23.6%, either direction · provisional.

ZNasdaqServices-Business Services, NEC

Zillow Group, Inc. (Z) earnings date, market-implied expected move, and options open interest by expiry

33.88

+2.90 · +9.36%

post 28.70 −15.29%

After hours19:36 ETdelayed

Open31.17Volume1.6MMkt cap$7.0BP/E130.45EPS0.22

Day28.43 – 34.335%52-wk27.25 – 74.803%

Zillow Group, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±23.6%implied · straddle

25.9141.89

spot 33.90exp Feb 19ATM strike 35ATM straddle 9.40IV 55%

Nov 4 closeprovisional

Expected move

Inputs

Next report

Feb 9

after close · in 97 days

est.Q4 FY26

Calendar

Next report

Last report

Nov 4

after close

confirmedNov 3 close

Implied vs realized

Linked news

2dOPEN · customerOpendoor appoints Michael Alfred to board, grants 57, 834 restricted stock units

News

Largest filed tie

13F top-10 QoQ

+6.18%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

416 managers

Top fund weight

—

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Zillow (Z) is expected to report on Feb 9 after close (estimated date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Aug 5 '26confirmed±12.1%▼−7.40%×0.61

quarterimplied−15%0+15%realized×

Q2 FY26±12.1%▼−7.40%×0.61

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 5 expiries · Nov 3 close

1.15OI · 5 expiries · Nov 3 closeP/C open interest · Feb 19 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

12,644−1%Nov 2016d1.448,795+4%1.44

6,8480%Dec 1844d1.634,203+1%1.63

4,981+1%Jan 1572d0.2916,9720%0.29

report · Feb 9 · after close · est.

2,432+1%Feb 19107d2,1100%

2,3310%Mar 19135d0.1218,6940%0.12

ExpiryPutsCallsP/C

Nov 2016d12,644−1%8,795+4%1.44

Dec 1844d6,8480%4,203+1%1.63

Jan 1572d4,981+1%16,9720%0.29

report · Feb 9 · after close · est.

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No linked exposure.

Linked exposure

Revenue flow

as filedQ3 FY26

−21.64%as filednet margin · revenue −6.29% QoQ · +5.64% YoY

Revenue$730M−6.29%

Pre-tax income−$155M−5066.67%

Net income−$158M−21.64%−3850.00%

Tax$3M+200.00%

Source: SEC filings · standardized · QE Sep 30 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 4 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 19:30 ET

Intraday

Event sensitivity

FOMC ×1.80· ±3.8% vs ±2.1% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±3.8%12 of 24×1.80

PPIproducer prices±3.8%4 of 10×1.76

NFPjobs report±3.5%3 of 10×1.64

CPIconsumer prices±2.1%3 of 10×1.00

CPROFcorporate profits±2.0%4 of 12×0.93

PCEpersonal income & outlays±1.8%9 of 19×0.86

GDPgross domestic product±1.8%8 of 19×0.85

Bar = avg |move| to ±4% · tick = ±2.1% avg day · ×base = |move| ÷ ±2.1% · min 6 releases

Earnings history

EPS -0.70 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	—	-0.70	—
Q2 FY26	Aug 5 '26 · confirmed	-0.02	—
Q1 FY26	—	0.19	—
Q3 FY25	—	0.04

Methodology

ties · implied moves · holdersMethod