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CoStar Group
CoStar Group (CSGP) investor relations material
CoStar Group Stephens Annual Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stephens Annual Investment Conference summary20 Nov, 2025
Apartments business performance and strategy
Achieved double-digit revenue growth for 13 consecutive quarters, now leading with over $1.2 billion in revenue and significant market share advantage over competitors.
Technology and original content, including Matterport Plus, drive differentiation and customer engagement, with a focus on expanding into underpenetrated market segments.
AI integration is expected to further enhance search, customer experience, and operational efficiency, supporting continued growth.
Renewed investment in sales force, increasing headcount by about 20%, aims to capture more of the $9 billion TAM, especially in the 1-49 unit segment where penetration is under 1%.
In-person sales and a metrics-driven approach are key to maintaining high productivity and expanding market reach.
Content protection, AI, and Matterport integration
Aggressively protects intellectual property, including legal action against competitors for copyright infringement and strict control over data access.
AI is viewed as an accelerator, not a threat, with ongoing internal adoption to improve products and efficiency.
Matterport Plus program is being integrated across platforms, with over 500 packages sold and high user engagement; 9 out of 10 users interact with Matterport listings.
Transitioning Matterport from a B2C to a B2B model, targeting enterprise clients for broader adoption.
Proprietary data and original content are seen as key AI defensibility factors, supporting product differentiation.
Homes.com strategy and performance
Focuses on supporting listing agents and home sellers with digital advertising, retargeting, and unique content, differentiating from buy-side lead models.
Rapid growth with 26,000 agent subscribers and 130,000 paid listings, supported by improved retention and a rising NPS of 43.
Pricing strategy balances penetration and value, with plans to introduce tiered advertising as agent adoption increases.
The platform leverages integration with other business lines, creating a data and technology flywheel across the ecosystem.
U.S. residential market is seen as a multi-billion dollar, high-margin opportunity, with international benchmarks guiding strategy.
Homes.com sell-side model: agent value proposition
Matterport's B2B strategy and AI monetization
CRE recovery: Suite's new product impact?
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Next CoStar Group earnings date
Q4 202524 Feb, 2026
CoStar Group
Next CoStar Group earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
Commercial Real Estate Information
CoStar Group, Inc. is an American company providing commercial real estate information, analytics, and online marketplaces. The company offers comprehensive data and insight on commercial properties, covering aspects like occupancy rates, transaction history, and property valuations. Its primary clients include real estate brokers, owners, investors, lenders, and appraisers. CoStar Group is headquartered in Washington DC, and its shares are listed on the Nasdaq.
Growth and Acquisitions
CoStar Group, Inc. was established in 1987 by Andrew C. Florance in Washington D.C. The company was created to consolidate and digitize information about commercial real estate properties, which was traditionally scattered and difficult to access. CoStar set out to create a comprehensive database to serve real estate professionals, making property data more readily available and analyzable.
Throughout its history, CoStar has expanded both its geographical reach and the scope of its services. Growth has been achieved through a combination of organic development and strategic acquisitions. Notable acquisitions include LoopNet in 2012, which enhanced its commercial real estate listings, and Apartments.com in 2014, expanding its presence in the residential market.
Extensive Database
CoStar Group provides an extensive array of services primarily centered around its comprehensive commercial real estate database, which is one of the largest of its kind. This database includes detailed information on properties, including sales and lease transactions, occupancy rates, property valuations, and historical data. By aggregating and analyzing this data, CoStar offers insights into real estate market trends, pricing, and investment opportunities. Their platform is particularly valuable for professionals like brokers, appraisers, and investors who require accurate and up-to-date information to make informed decisions. CoStar’s services are not just limited to data provision; they also include analytic tools that help users interpret market dynamics, evaluate property values, and identify potential risks and opportunities.
Property listings
CoStar Group operates several platforms for property listings, each serving a specific segment of the real estate market. LoopNet, a significant platform in CoStar's portfolio, focuses on commercial real estate. It is used by brokers and investors for listing and searching commercial properties. Another platform, Apartments.com, is built for residential listings, particularly apartments and multifamily units (similar to what Zillow and Redfin offer. These platforms offer users functionalities like search filters, property details, and tools for property marketing.
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