📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

Ziff Davis, Inc., together with its subsidiaries, operates as a digital media and internet company in the United States and internationally. It offers online resources for laboratory-based product reviews, technology news, buying guides, and research papers under the PCMag and CNET brands; Mashable for publishing technology and culture content; Spiceworks provides digital content of IT products and services; RetailMeNot, a savings destination platform; VoucherCodes; Offers.com, a coupon and deals website; and event based properties, includes BlackFriday.com, TheBlackFriday.com, BestBlackFriday.com, and DealsofAmerica.com. It also offers gaming and entertainment platforms under the IGN Entertainment and Humble Bundle brands; and information on internet connectivity under the Speedtest, Ookla, Ekahau, Downdetector, and RootMetrics brands. The company also offers digital content and information services for health and wellness consumers under the Everyday Health, DailyOM, Lose It!, Castle Connolly, and Migraine Again brands; pregnancy and parenting content under the BabyCenter, Mom 2.0, Emma’s Diary, Medpage Today, and What to Expect brands. In addition, it offers PRIME Education, a medical education program for healthcare professionals; and Health eCareers, a digital portal for healthcare professionals. Further, it provides endpoint and email security, security awareness training, secure backup and file sharing, and virtual private network solutions under the IPVanish, VIPRE, Livedrive, Inspired eLearning, and SugarSync brands; and email marketing and delivery solutions, search engine optimization tools, and voice and text communication services under the Campaigner, iContact, SMTP, Kickbox, Full Contact, MOZ Pro, MOZ Local, Stat Analytics, eVoice, and Line2 brands. The company was formerly known as j2 Global, Inc. and changed its name to Ziff Davis, Inc. in October 2021. The company was incorporated in 2014 and is headquartered in New York, New York.

Key Ratios Snapshot

📈 Growth Pattern

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🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific ~ Volatile 4 quarters analysed

Q2 2025

Confident Specific

The CEO explicitly called the quarter 'breakthrough results' and 'our strongest quarter of revenue growth since 2021,' while the CFO highlighted 'significant growth' with specific percentages (revenue +10%, EBITDA +12%, EPS +5%). Detailed segment-level breakdowns and reaffirmed guidance reinforce a precise, upbeat tone.

Q3 2025

Mixed

Management opened with a confident announcement of engaging advisors to unlock value, but then tempered expectations by guiding revenue and EPS to the lower half of the range and acknowledging Q2 momentum did not carry forward. Language like 'no assurance this evaluation will result in any transactions' and 'we currently anticipate fiscal year 2025 total revenues and adjusted diluted EPS to be within the lower half' shows caution alongside optimism.

Q4 2025

Cautious

Management openly discussed headwinds in Tech & Shopping (affiliate commerce down $25M YoY) and deferred guidance, but provided specific segment outlooks and reaffirmed strong free cash flow generation. Language such as 'we are intently focused on delivering profitable growth' and 'we expect Tech and Shopping to continue the trend of double-digit revenue decline in the first half' reflects guarded optimism.

Q1 2026 latest

Confident Specific

Management led with a clear strategic pivot to active monetization and share repurchases, citing specific actions (connectivity sale, Popular Science acquisition) and expressing confidence in sequential revenue improvement. However, they also acknowledged ongoing headwinds in tech/shopping and gave cautious Q2 guidance, balancing optimism with realism.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears somewhat stronger following this call due to explicit management commitment to active portfolio pruning (connectivity sale) and aggressive buybacks, which could surface hidden value. However, continued revenue declines in tech/shopping and margin compression from the loss of high-margin connectivity create near-term risk. The off-platform growth and AI-driven efficiency gains are promising but not yet quantitatively substantial. Key to watch: Q2 results to see if sequential revenue improvement materializes, and any further monetization announcements that could crystallize value for remaining assets. The stock's implied valuation remains depressed, making the buyback compelling if execution holds.

AI-generated concall tone analysis · Updated 2026-06-09 · Not investment advice

🎙 Management Tone Confident Specific ~ Volatile 4 quarters Full tone analysis in Intelligence →

📊 MIXED Ziff Davis Q1 2026: Revenue $267.6M, adjusted EBITDA $63.4M, asset monetization pivot

Revenue & Profitability

Q1 2026 revenue from continuing operations was $267.6 million, down 1.9% year-over-year. Adjusted EBITDA was $63.4 million, compared to $71.4 million in Q1 2025, with a margin of 23.7% (down 2.5 percentage points). Adjusted diluted EPS was $0.73 versus $0.77 in the prior year. Free cash flow for the quarter was negative $3.2 million, but the trailing twelve months free cash flow was nearly $290 million. The company had $520 million in cash and cash equivalents and $100 million in long-term investments.

Outlook

Management expects Q2 2026 revenues from continuing operations to be down at a slightly higher year-over-year rate than Q1, with a similar decline in adjusted EBITDA margins. The goal is to return to total year-over-year revenue growth in the second half of 2026, with Q4 stronger than Q3. Margins are expected to improve in H2, approaching H2 2025 levels. The company faces ongoing traffic headwinds in tech and shopping but sees sequential improvement each quarter.

Growth Drivers

Key growth drivers include off-platform monetization, with social video views growing over 75% year-over-year across Instagram, YouTube, and TikTok. Gaming and entertainment revenue grew over 7%, driven by a record quarter at Humble Bundle. Health and wellness saw strong consumer pharma ad revenues from GLP-1 ads and momentum in the hospital media network. Cybersecurity and MarTech revenue grew nearly 4%, with new product releases like IPVanish Threat Protection Pro.

Balance Sheet & CapEx

Not discussed in this earnings call.

Margins

Q1 2026 adjusted EBITDA margin was 23.7%, down 2.5 percentage points year-over-year due to lower high-margin affiliate traffic and revenue mix shifts. Tech and shopping, gaming, health, and cybersecurity margins all declined year-over-year. Q2 is expected to see a similar margin decline, but H2 margins should improve, approaching H2 2025 levels. The sale of the higher-margin connectivity business will pressure margins, but the company plans to offset this through AI and operational efficiency.

Key Risks

Risks include continued traffic pressures in tech and shopping affecting affiliate commerce and programmatic display advertising. MedPage Today experienced booking delays from key pharma clients, though bookings are improving. AI search summaries can impact traditional web article performance. The public market undervaluation of the company's assets drove the decision to pursue asset monetization, which may involve transition costs. The connectivity sale will reduce overall adjusted EBITDA margins.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-08-07

Q2 2026 saw a 2.7% revenue decline and 3.7% drop in adjusted EBITDA, offset by a 13% rise in adjusted EPS due to aggressive share buybacks. The sale of the Connectivity business for $1.2 billion strengthened the balance sheet, enabling further capital returns and strategic flexibility.

Q1 2026 Q1 2026 2026-05-08

Q1 2026 revenue declined 1.9% year-over-year, with adjusted EBITDA and margins also down, but strong off-platform growth and AI-driven innovation are helping offset web traffic headwinds. The company is actively monetizing assets, repurchasing shares, and pursuing targeted acquisitions to unlock value.

Q4 2025 Q4 2025 2026-02-24

Revenue grew 3.5% in 2025 with strong free cash flow and robust share repurchases, despite Tech and Shopping headwinds from declining search traffic. Other segments showed growth, and the company remains focused on profitable growth, M&A, and navigating AI-related uncertainties.

Q3 2025 Q3 2025 2025-11-07

Q3 2025 saw nearly 3% revenue growth, strong free cash flow, and a 7% rise in adjusted EPS, with three of five segments growing. Strategic alternatives are being evaluated to unlock shareholder value, and share buybacks remain a priority.

Q2 2025 Q2 2025 2025-08-07

Q2 2025 saw nearly 10% revenue growth and 12% adjusted EBITDA growth, with four of five segments expanding and robust performance in health, wellness, and connectivity. Guidance for 2025 is reaffirmed, with continued M&A and share repurchases supported by a strong balance sheet.

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