The PPW Podcast

Online Marketplaces Group
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  • BUSINESS
  • UPDATED SEMIWEEKLY

The Online Marketplaces team delve into the online real estate marketplace industry as well as the broader world of PropTech surrounding it. We bring you news, views and interviews from the industry as well as our own team's analysis of current events and trends.

  1. MAY 15

    Zillow vs Compass Round 2 + Financial Results From REA Group, Realtor.com & Rightmove

    In this week's news roundup, the team unpacks Zillow's antitrust lawsuit against Compass and MRED, plus Q3 financial results from REA Group, Realtor.com and Rightmove. Chapters:00:00 Intro01:17 Zillow Sues Compass & MRED22:13 REA Group Q3 2026 Results30:28 Realtor.com Q1 Renaissance41:04 Rightmove Market Update Zillow Sues Compass & MREDZillow has filed an antitrust lawsuit against Compass and Midwest Real Estate Data (MRED), alleging the two conspired to threaten Zillow's access to listings in Chicagoland if it enforced its listing standards. Harvey, Simon and Ed dig into the philosophical seller-choice vs buyer-information divide, Zillow's spiralling legal costs ($20m incremental in Q2 alone), and why this is the latest sign that agents and brokerages worldwide are starting to push back against portal power. REA Group Q3 2026 ResultsREA Group posted $398m AUD revenue (+6% YoY) and $220m EBITDA (+11% YoY) at a 55.3% margin. But REA India had a disappointing quarter and is starting to look like a soft exit. The team discusses whether owning multiple portals across multiple countries is anything more than a PowerPoint dream, and what Australia's new tax regime around negative gearing means for transaction volumes. Realtor.com - Renaissance Or PE Sale?News Corp CEO Robert Thompson hailed a "renaissance" at Realtor.com - revenues up 10% to $148m USD, 261m monthly visits, 31% portal visit share. Ed wonders whether the unusually effusive CEO commentary is a signal News Corp is teeing the asset up for a private-equity sale. Rightmove Market UpdateRightmove held 8-10% revenue growth guidance and pointed to 2,500 technology releases, 43 live AI initiatives, and LLM referral traffic still under 0.5% (flat since end of 2025). Simon and Harvey debate whether the AI doom narrative is overcooked, or whether traffic is leaking to smaller agents instead of the portals. Presented by:Edmund Keith - https://www.linkedin.com/in/edmund-keith/Harvey Hancock - https://www.linkedin.com/in/harvey-hancock/Simon Baker - https://www.linkedin.com/in/stbaker/

    52 min

  2. MAY 8

    News Roundup: Pre-Market Polarisation, Square Yards, Vend's AI Unit & Portal Comms

    In this week's news roundup, Edmund Keith and Simon Baker break down four of the biggest stories from the world of real estate portals. Zillow & Realtor.com Pre-Market PartnershipZillow and Realtor.com — long-time competitors — have announced a deal to share pre-market "preview" listings, forming a rival to the Compass-Redfin pre-market network. Unlike the Compass-Redfin arrangement (which is closed to outside brokerages), the Zillow-Realtor.com network is open to any brokerage that wants to participate, with a revenue share on offer. Ed and Simon debate whether pre-market listings are genuinely different from regular listings, who really benefits, and whether this is a stepping stone toward Zillow entering the brokerage space with its own agents. Square Yards FY2026 Results & IPO SpeculationIndian proptech platform Square Yards reported strong FY2026 results: revenue of approximately $223 million (up 48% year-on-year), gross profit of $51 million at a 23% margin, with Indian revenue growing 57% and now representing 88% of the group total. IPO speculation is growing. Ed and Simon discuss what makes Square Yards' multi-business-unit model compelling, and the long-running consolidation question in India's portal market. Vend Launches New AI UnitVend (formerly Schibsted Marketplaces, operating Finn.no and other Nordic classifieds) posted Q1 real estate revenue of $36.6 million — up 13% — with EBITDA of $17.6 million at a 48% margin. Alongside the numbers, Vend announced a new AI unit: a small, agile, independent team tasked with rapidly experimenting with fundamentally different marketplace offerings. Why Aren't Portals Talking About What They Do?Ed shares findings from a new OMP data project cataloguing five years of product innovation coverage: just five portals accounted for 32% of all coverage, Zillow alone at 12%, and 88% of the portals OMP tracks had zero coverage. He and Simon debate why so many portals stay silent about their product work, even as their market caps decline. Presented by:• Edmund Keith — https://www.linkedin.com/in/edmund-keith/• Simon Baker — https://www.linkedin.com/in/stbaker/

    44 min

  3. MAY 1

    News Roundup 01/05/26: Q1 Results, Savvy UK Agents + The Perfect 'And Finally'

    Ed, Simon and Harvey discuss this week's news from the world of real estate portals. Costar Group moves past the investor dispute as it posts a 60th consecutive quarter of double digit revenue growth, Hemnet's results are impacted by its new business model, Scout24 incorporates Fotocasa into its reporting, 'pre-market' buzz arrives in the UK and Apartments.com.au has a new admirer.

    47 min

  4. APR 28

    The Past, Present and Future of Building with Concrete, with Qingyang Chang, founder at ConcreteAI

    Qingyang Chang is the founder at ConcreteAI, and the new holder of the title of Pitch Club winner for the PPW Bangkok conference. Qingyang joins Harvey for a wide-ranging interview covering the science and business behind ConcreteAI, cultural hurdles, expansion plans, educating the market...and a whole lot of concrete. 00:00 Introduction to ConcreteAI and Conference Insights 01:32 Understanding ConcreteAI's Technology and Methodology 04:16 Understanding the Science and Applications for Construction Projects 14:39 Business Model and Company Background 18:03 Current Projects and Client Engagement 22:34 Future Plans and Market Expansion 25:15 Market Penetration and Challenges in Singapore 33:15 Marketing Strategies and Building Relationships 36:28 Leveraging AI for Operational Efficiency 40:24 Balancing Current Operations with Future Growth 45:34 Identifying New Markets and Strategic Expansion

    52 min

  5. APR 24

    News Roundup 24/04/26: Rightmove Gets Commercial, Jinka vs Leboncoin, Immobiliare.it Taps Subito

    Ed, Harvey and Simon discuss the news from the world of real estate portals this week. Rightmove makes moves in commercial, a French aggregator loses its second court case, clickbait shows off Zillow's brand power and Immobiliare.it turns to Adevinta's Subito for a traffic boost.

    37 min

  6. APR 21

    Findings from the Global Property Portal Index, with Stuart Shapley and Fouad Bekkar

    Stuart Shapley and Fouad Bekkar join Harvey and Simon for a conversation about the health of portals around the world using Coraly's new Global Portal Portal Index, which ranks portals across several key metrics including discoverability, listing quality, market experience, and innovation. 00:00 - Intros 02:10 - Coraly’s AI capabilities for real estate portals 05:44 - The GPPI's four core drivers: discoverability, listing quality, experience, innovation 19:26 - Key insights from the 2025 GPPI report: discoverability challenges and trust issues 24:29 - Recognizing market leaders regionally and globally 33:48 - Leaderboards and regional winners 45:17 - Future updates

    47 min

  7. APR 17

    News Roundup 17/04/26: Casavo Pivots (Again), 25-Year-Old Portal Shuts & Domain Frees Matterport

    Ed, Harvey and Simon discuss the most interesting points from this week's news coverage on OnlineMarketplaces.com, including... * Casavo has announced it's third pivot and a return to iBuying * Domain has made Matterport tours free on its standard package * View.com.au is to be shut down after 25 years in the game * Zillow says it was coming up with its pre-market strategy two years ago

    46 min

  8. APR 14

    How Do Agents Think About Marketing? With We Are Unchained Founder, Simon Leadbetter

    Simon Leadbetter is a marketing Strategist who teaches estate agents in the UK how do a better job with their marketing. He's also the person behind the influential 'The Voice of The Agent' reports, which show a clear picture of how UK agents think about their marketing... and about portals.Ed spoke to Simon about...- The report's latest findings (29% of agents spend their marketing spend exclusively on portals!)- How estate agents perceive and utilise marketing channels- The future of AI in real estate marketing and the impact on portalsYou can find Simon's reports here: https://weareunchained.co.uk/tvota/Chapters00:00 Introduction to the Voice of the Agent Reports03:08 Understanding Agent Marketing Strategies06:00 The Role of Portals in Agent Marketing08:51 Effective Marketing Channels for Agents11:57 Challenges in Propensity Modeling14:59 The Marketing Savviness of Agencies18:00 The Future of Portals in Real Estate23:32 Debunking the Myth of AI Taking Over Portals25:25 The Filter Bubble in Real Estate27:47 The Role of Portals in Real Estate Marketing29:40 The Relationship Between Portals and Agents31:51 The Importance of Impartial Research34:06 Agent Sentiment Towards Rightmove41:04 The Debate on Vendor Paid Advertising

    51 min
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Ratings & Reviews

4.5
out of 5
2 Ratings

About

The Online Marketplaces team delve into the online real estate marketplace industry as well as the broader world of PropTech surrounding it. We bring you news, views and interviews from the industry as well as our own team's analysis of current events and trends.

Information

  • Creator
    Online Marketplaces Group
  • Years Active
    2024 - 2026
  • Episodes
    132
  • Rating
    Clean
  • Copyright
    © Online Marketplaces Group
  • Show Website
    The PPW Podcast

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