Ziff Davis, Inc. (ZD)
NASDAQ:ZD
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.83Last Year’s EPS
1.24Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: several strong operational wins (notably in Gaming, Cybersecurity, off-platform/social monetization, AI-driven product velocity, record results in select product businesses, a strong cash position and active buybacks and accretive M&A) are offset by near-term financial pressures (overall revenue down 1.9%, adjusted EBITDA down ~11.2%, margin contraction of 2.5 percentage points, Tech & Shopping down ~13%, and advertising revenue softness). Management’s proactive capital allocation (monetizations and buybacks), product/AI initiatives and expectations for sequential improvement in 2H 2026 are positive, but near-term profitability and margin headwinds and the margin impact from the Connectivity sale temper the outlook.Company Guidance
Solid Cash Position and Strong Free Cash Flow Trailing 12 Months
Cash and cash equivalents of $520.0M and $100.0M of long-term investments (excluding ~$26M associated with Connectivity). Trailing 12-month free cash flow of nearly $290M with free cash flow conversion from adjusted EBITDA of ~60% (including Connectivity).
Active and Material Share Repurchase Program
Repurchased ~1.2M shares in Q1 2026, deploying $51.6M (including $6.7M related to stock-based compensation net settlements). Additional ~560k shares repurchased since April 1, 2026. Cumulatively >15M shares repurchased since mid-2020 and ~9.7M shares remain available under current authorization.
Gaming & Entertainment Outperformance
Gaming & Entertainment revenues grew over 7% year-over-year in Q1 driven by a record quarter at Humble Bundle, strong subscription and performance marketing growth, and product engagement (IGN’s Map Genie views +24% in Q1).
Off-Platform and Social Video Momentum for Shopping
Shopping group drove off-platform growth with social video views up more than 75% year-over-year across Instagram, YouTube and TikTok; off-platform monetization (licensing and sponsored content) helped offset traffic headwinds.
Cybersecurity & Martech Expansion and Product Enhancements
Cybersecurity & Martech revenues grew nearly 4% year-over-year in Q1. Key product milestones include IPVanish launching Threat Protection Pro and VIPRE launching a native integration with Docebo (PhishProof), expanding product capabilities and enterprise integrations.
Health & Wellness Product Strengths
Record Q1 revenues at Lose It! (AI-powered weight & nutrition app) and record Q1 revenues at PRIME (continuing medical education). Strong consumer pharma ad revenues driven by GLP-1 advertising and positive reception to HALO (AI-powered data activation).
Disciplined M&A at Accretive Multiples
Post-quarter acquisitions include Popular Science, Dwell, Domino and Business of Home purchased at adjusted EBITDA multiples that management expects to be accretive to Ziff Davis, with opportunities to unlock social and product monetization.
AI Adoption Driving Product Velocity and Operating Leverage
Management reports AI-centered development is compressing delivery cycles from weeks to days, enabling faster time-to-market, lower cost per feature, and potential structural operating leverage across product and engineering teams.
ZD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ZD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $43.31 | $41.02 | -5.29% |
Feb 23, 2026 | $29.55 | $26.51 | -10.29% |
Nov 06, 2025 | $32.65 | $32.59 | -0.18% |
Aug 06, 2025 | $30.99 | $37.69 | +21.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ziff Davis, Inc. (ZD) report earnings?
Ziff Davis, Inc. (ZD) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Ziff Davis, Inc. (ZD) earnings time?
Ziff Davis, Inc. (ZD) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ZD EPS forecast?
ZD EPS forecast for the fiscal quarter 2026 (Q2) is 0.83.