[VIP] Zillow Q1, 2019 Earnings: Confidence and Clarity

Zillow reported its Q1/2019 earnings yesterday, and it was the first “real” earnings call with Rich Barton at the helm. As much as I missed hearing Spencer Rascoff on the call, I have to tip my hat to Barton and team (his style appears to be having the senior operators on the earnings call) for an amazing amount of clarity.

I will also confess a bit of self-satisfaction as everything I saw and heard from Zillow confirms just about everything I have written about them over the years, but particularly over the past year in the Red Dot series. I have written over and over that the ultimate prize is the Iron Throne: to become the Platform for housing in the United States. I have said over and over that Zillow is the frontrunner in that race.

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Rob Hahn

Rob Hahn

Managing Partner of 7DS Associates, and the grand poobah of this here blog. Once called "a revolutionary in a really nice suit", people often wonder what I do for a living because I have the temerity to not talk about my clients and my work for clients. Suffice to say that I do strategy work for some of the largest organizations and companies in real estate, as well as some of the smallest startups and agent teams, but usually only on projects that interest me with big implications for reforming this wonderful, crazy, lovable yet frustrating real estate industry of ours.

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