The earnings call presented a mix of strong subscription and iOS revenue growth alongside significant challenges in advertising revenue and GuruShots performance. Despite these challenges, the company maintains a strong financial position and continues to invest in innovative products.
Company Guidance
During the ZDGE Q1 2025 earnings call, the company provided guidance highlighting several key metrics and strategic initiatives. Subscription revenue grew by 21% year-over-year, with an 8% increase in overall subscriber counts, driven by accelerated growth in Lifetime subscriptions. The Zedge Premium segment reported a gross transaction value (GTV) surge of 62% year-over-year, attributed to the successful launch of pAInt 2.0 and optimization of rewarded video CPMs. Average revenue per monthly active user (ARPMAU) increased by 22% to $0.077, with iOS revenue growing over 60% year-over-year. Emojipedia's revenue rose by 33%, marking its highest-ever quarterly performance. Despite some advertising challenges, including a temporary bug and integration complexities, the company remains optimistic about its advertising environment. Looking forward, Zedge plans to leverage generative AI to further transform users into creators and enhance engagement, with initiatives like an AI audio generator and the transformation of its technology development infrastructure aimed at supporting faster development of new apps. The company maintains a strong financial position, with over $20 million in cash and cash equivalents, and has authorized a $5 million share repurchase program to deliver long-term shareholder value.
Subscription Revenue Growth
Subscription revenue grew 21% year-over-year, with an 8% increase in overall subscriber counts.
Zedge Premium Performance
Gross transaction value for Zedge Premium surged 62% year-over-year.
Emojipedia Expansion
Emojipedia's revenue was up 33% year-over-year, marking its highest-ever quarterly results.
iOS Revenue Growth
Revenue on iOS grew more than 60% year-over-year.
Strong Financial Position
Zedge ended the quarter with over $20 million in cash and cash equivalents and announced a $5 million share repurchase program.
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Zedge (ZDGE) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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ZDGE Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Dec 16, 2024
$2.73
$2.30
-15.75%
Oct 29, 2024
$3.06
$2.91
-4.90%
Jun 10, 2024
$3.01
$3.39
+12.62%
Mar 15, 2024
$3.51
$2.85
-18.80%
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.
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FAQ
When does Zedge Inc (ZDGE) report earnings?
Zedge Inc (ZDGE) is schdueled to report earning on Mar 12, 2025, TBA Not Confirmed.
What is Zedge Inc (ZDGE) earnings time?
Zedge Inc (ZDGE) earnings time is at Mar 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.