Formal guidance for Zillow's "Transition Year" Finally, remember that Zillow stock fell last month when Rascoff labeled 2015 as a "transition year," and then offered disappointing guidance for 2015 pro forma revenue of $690 million. That was well below analysts' expectations at the time for 2015 revenue of $753 million. To blame, Rascoff said, was the longer-than-expected FTC approval process for the Trulia acquisition, put Zillow "a couple quarters behind where we'd like to be."