Z财报：周五盘后财报，太另类！
Zillow misses by $0.04, beats on revenue
Q4 EPS of $0.24 misses by $0.04.
Revenue of $92.3M (+58.3% Y/Y) beats by $2.29M.
The company says it expects to close its acquisition of Trulia
(NYSE:TRLA) as soon as Tuesday, now that the FTC has wrapped its look
at the deal.
Revenues of $92.3M (up 58%) were made up of: Display Revenue of $14.1M
(up 17%); Marketplace Revenue of $78.2M (up 69%).
Marketplace Revenue comprised Real Estate Revenue of $70.8M (up 73%)
and Mortgages Revenue of $7.4M (up 38%).
Adjusted EBITDA of $20M (22% of revenue) missed expectations of
$22.15M.
Zillow's audience, visits show solid growth
More specific metrics from Zillow's Q4 report: Average monthly unique
users of nearly 77M (up 41%); mobile visits (nearly two-thirds of
Zillow's visits) were up 57%.
Premier Agent advertising revenue hit an annualized run rate of more
than $268M vs. prior year's $157M. Zillow netted 1,428 new Premier
Agent advertisers at average revenue of $359, up from prior year's
$271.
For the full year, revenues were up 65% to record $325.9M (Marketplace
Revenue up 73% to $267.2M; Display Revenue up 37% to $58.7M).
There's no conference call to discuss earnings, but Zillow is holding
a call to discuss the Trulia acquisition Wed., Feb. 18 at 9 a.m. ET,
the day after it expects to close the deal.
Shares significantly higher after hours, +5.6%.
