ZG ZG Zillow (Class A) 로딩 중... : 애널리스트의 강세 및 약세 의견

The reduction in the revenue guidance is driven by a deliberate strategy at Apartments.com to maintain price integrity despite competitive pressure from Zillow, expecting to win back churned customers within a year based on ROI data. — This suggests CoStar is deliberately trading short-term revenue growth for long-term market share and pricing power, potentially squeezing Zillow's rental revenue model.

Apartments.com saw a significant decline in competitor's brand awareness and traffic, and is gaining properties (nearly 14,000) at a record pace, partly due to Zillow's rental traffic down 48% YoY. — This indicates a major shift in the multifamily rental market, with CoStar directly capitalizing on the weakness of its main competitors.