anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
Zillow Group · consulting-deck

2024 Q4 Investor Presentation

41 pages · 5 arc beats · 2 loops

Consulting-Deck Download JSON
Unlock

2024 Q4 Investor Presentation

Zillow Group
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 18 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits
— 0/3 slides
33.3% 1/3 slides
— 0/3 slides
100% 3/3 slides
— 0/3 slides
Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 17 hits
— 0/2 slides
50% 1/2 slides 50% 1/2 slides 100% 2/2 slides
— 0/2 slides
Solution & Approach 3 slides 100% 3/3 slides 100% 3/3 slides · 22 hits
— 0/3 slides
66.7% 2/3 slides 33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides
Evidence & Proof 4 slides 100% 4/4 slides 100% 4/4 slides · 25 hits
— 0/4 slides
25% 1/4 slides
— 0/4 slides
100% 4/4 slides 100% 4/4 slides Impact & Next Steps 6 slides 100% 6/6 slides 100% 6/6 slides · 41 hits
— 0/6 slides
66.7% 4/6 slides
— 0/6 slides
100% 6/6 slides
— 0/6 slides

Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
summarize
Open slide detailBeat · Situation & Context
04
The slide uses a structured table to break down market opportunity and current revenue performance.size_opportunity
Open slide detailBeat · Situation & Context
05
The slide uses two charts to establish a baseline for market size and cyclicality.establish_context
Open slide detailBeat · Situation & Context
06
The slide uses a line chart to show traffic trends and a pie chart to show market share.quantify_impact
Open slide detail
07
The chart shows Zillow Group's dominance in daily active users compared to Realtor.com, with a pie chart illustrating the total market share.compare_peers
Open slide detail
08
The slide uses a funnel visualization to bridge market size (TTV/TAM) with specific conversion opportunities.size_opportunity
Open slide detail
09
The chart uses a trend line to emphasize the outperformance gap.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
10
The chart uses a stacked bar format to show the breakdown of Residential and Mortgages within the For Sale revenue share.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
11
The chart shows Zillow Rentals (blue line) overtaking Apartments.com (green line) and maintaining a lead in unique monthly visitors.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
12
The chart illustrates a transition from building a longtail platform (2018-2022) to accelerating multifamily revenue (2022+).quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
13
The chart is a modified waterfall diagram showing cost components and the resulting margin target.quantify_impact
Open slide detail
14
front_matter
Open slide detail
15
The chart uses a stacked bar format to show Residential and Mortgage components of the revenue share.quantify_impact
Open slide detail
16
The slide uses a dual-track journey map (Mover vs Agent) with UI screenshots illustrating each stage.present_solution
Open slide detailBeat · Solution & Approach
17
The chart shows a steady upward trend in revenue share over TTV from Jan '23 to Dec '24.quantify_impact
Open slide detailBeat · Solution & Approach
18
The slide uses a dual-column layout to contrast customer acquisition strategies with revenue expansion strategies.summarize
Open slide detailBeat · Solution & Approach
19
The slide uses two side-by-side bar charts to demonstrate the success of a business integration.quantify_impact
Open slide detail
20
The chart illustrates the expansion of Zillow Showcase as a percentage of new listings, targeting a $150M-$300M annual revenue opportunity.size_opportunity
Open slide detailLoop · Quick Win Big Bet
21
quantify_impact
Open slide detailLoop · Quick Win Big Bet
22
transition
Open slide detailLoop · Quick Win Big Bet
23
The chart illustrates a transition in strategy from building a longtail platform (2018-2022) to accelerating multifamily properties (2022+).quantify_impact
Open slide detailLoop · Quick Win Big Bet
24
The table provides a breakdown of the $25B rental market TAM.size_opportunity
Open slide detailLoop · Quick Win Big Bet
25
Uses a comparative structure to contrast the 'Rentals' market (fragmented, low Zillow coverage) with the 'For Sale' market (consolidated via MLS, high Zillow coframe_problem
Open slide detailBeat · Problem & Complication
26
The slide uses a circular flywheel diagram to represent the network effects of a two-sided marketplace.present_solution
Open slide detailBeat · Problem & Complication
27
The slide uses a dual-track timeline to show how the mover and landlord journeys align across the rental process.present_solution
Open slide detail
28
The chart shows Zillow Rentals overtaking Apartments.com in traffic around Q2 2022 and maintaining a lead.quantify_impact
Open slide detail
29
The slide highlights a 32% CAGR for properties and 38% CAGR for revenue.quantify_impact
Open slide detail
30
transition
Open slide detailBeat · Impact & Next Steps
31
summarize
Open slide detailBeat · Impact & Next Steps
32
The slide uses a color-coded table to map business segments to specific strategic initiatives and their corresponding quantitative outcomes.summarize
Open slide detailBeat · Impact & Next Steps
33
The slide uses bar charts to show the shift in cost structure, specifically the reduction in fixed costs and the increase in variable and advertising investmentquantify_impact
Open slide detailBeat · Impact & Next Steps
34
summarize
Open slide detailBeat · Impact & Next Steps
35
Includes a data table for share repurchase metrics and logos for M&A targets.quantify_impact
Open slide detailBeat · Impact & Next Steps
36
The slide uses a consistent visual format for each executive: photo, name, title, company logos, and a 'Years at ZG' badge.summarize
Open slide detail
37
appendix
Open slide detail
38
This is a standard disclosure slide found in investor presentations defining non-GAAP or company-specific operating metrics.other
Open slide detail
39
summarize
Open slide detail
40
Standard financial disclosure slide for non-GAAP reconciliation.summarize
Open slide detail
41
front_matter
Open slide detail