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Regulatory enforcement action
Time-sensitive event — see the red-flag panel below for the source-quoted detail.
Red Flags Detected
- Securities Litigation (worsened) — A new securities class action was filed in June 2026 related to the Redfin Partnership, adding to existing litigation exposure.
- Enforcement Action (new) — The FTC filed an antitrust enforcement action against Zillow and Redfin over their partnership, with trial set for August 2026.
Zillow revenue up 17.9% to $772.0M, but net loss of -$4.0M as antitrust suits mount
Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 6, 2025 · ~1 min read
Key Changes
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Revenue rose 17.9% to $772.0M, driven by 75% growth in mortgages and 31% in rentals, but net income swung to a -$4.0M loss from a $2.0M profit a year ago.
MD&A: Revenue & Net Income verify on EDGAR → -
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FTC and five state attorneys general filed antitrust suits over the Redfin Partnership, seeking divestiture; trial set for August 2026.
Legal Proceedings verify on EDGAR → -
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New securities class action and two shareholder derivative suits filed in 2026 related to the Redfin Partnership, adding to litigation exposure.
Legal Proceedings verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 31, 2026 · How we verify