[VIP] Realogy, Q1/2020: Excitement! And COVID!
May 8, 2020
Realogy was one of the first public companies in residential real estate to report Q1 earnings… and it was more or less what was expected:
Articles filed under Earnings Reports
[VIP] Realogy, Q4 and Full Year 2019: Darkest Before the Dawn?
March 9, 2020
I realize this is almost two weeks after Realogy reported, but… between international travel and my computer giving up the ghost, it’s been a bit
[VIP] RE/MAX Q4, 2019: Back to Basics
March 1, 2020
In the aftermath of a disappointing Q3, I wrote: One of my biggest takeaways from this earnings call is how much of the positive spin
[VIP] Zillow, Q4/2019: Turn the Page
February 21, 2020
In the Q3/2019 writeup, I wrote that Zillow is not experimenting, but trying to pivot with great delicacy: My take on Q3 is that Zillow
[VIP] Redfin, Q4/2019: Strong Results All Around, and Signs of Surprising Convergence
February 14, 2020
It’s tough to deliver such a fantastic quarter as Redfin did in Q4 of 2019, and for the full year of 2019. I mean, they
[VIP] Realogy, Q3/2019: The Profitability Dilemma
November 9, 2019
Earnings Week content keeps rolling on! It’s time we took a look at Realogy, the bellwether for health of traditional real estate brokerage. I wish
[VIP] Zillow, Q3/2019: Not a Test, But a Test Kitchen
November 8, 2019
Back in Q2, I titled my analysis of Zillow’s earnings, “Going All In” and wrote: When Rich Barton took (back) over as CEO of Zillow
[VIP] Redfin, Q3/2019: Nice Rebound, And Yet…
November 7, 2019
Redfin’s Q3 results showed a solid rebound from a rather disappointing Q2. It looks great all around, with revenues, profit, market share, etc. all up
[VIP] RE/MAX Q3, 2019: Don’t Look Back
November 6, 2019
RE/MAX reported Q3 earnings on Halloween, and I can’t help but think there was a lot more trick than treat in its Q3 results. Yes,
