Zedge Inc (ZDGE)
XASE:ZDGE
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Earnings Data
Report Date
Dec 16, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.07Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized profitable core operations, improving monetization per user, strong subscription growth (~32% subscription revenue growth; ~40.6% subscriber growth), a significant free cash flow improvement (+55% YoY), and balance sheet strength (cash $19.7M, no debt), along with tangible progress in DataSeeds and TapeDeck. Offsetting items include a decline in overall MAUs, advertising pressure driven by Emojipedia and Google search changes (advertising down ~4% for the quarter and prior-year one-time ad bonus), lumpy and early-stage revenue for DataSeeds, and several alpha products still unproven. On balance, the positive financial results, cash generation, and clear product milestones outweigh the operational and revenue predictability challenges.Company Guidance
GAAP Profitability and Improved Earnings
GAAP operating income of $1.1M versus $0.2M a year ago; GAAP net income of $0.9M and diluted EPS of $0.07 (prior year $0.2M and $0.01). Non-GAAP net income $1.0M and non-GAAP EPS $0.07 (vs $0.9M and $0.06 prior year). Adjusted EBITDA $1.3M, up 1% year-over-year.
Revenue Growth and Key Top-Line Metrics
Total revenue of $8.0M, up 3% year-over-year. Subscription revenue grew 32% year-over-year; net active subscribers reached nearly 1.3M, up ~40.6% year-over-year. Deferred revenue increased 26% year-over-year to $6.2M.
Stronger Monetization per User
Record quarterly average revenue per monthly active user of nearly $0.12; operating amount increased ~21.2% to $0.119, indicating rising monetization quality despite lower overall MAUs.
Marketplace Strength and iOS Growth
Zedge Marketplace advertising revenue was essentially flat year-over-year (resilient excluding one-time items). iOS revenue grew 35% year-over-year and now represents 6.5% of total revenue (vs 5.1% a year ago). Zedge Premium GTV increased ~16.6–17% year-over-year.
Cash Generation and Balance Sheet Strength
Free cash flow increased 55% year-over-year to $1.2M (up 10% year-to-date). Cash and cash equivalents of $19.7M at quarter end and no debt.
Shareholder Returns and Capital Allocation
Quarterly dividend increased 25% to $0.02 per share. Board added $2.0M to share repurchase authorization (total authorization ~$7M) and company has repurchased ~1.5M shares for ~$4.8M to date; remaining repurchase capacity approximately $2.2M.
DataSeeds Validation Milestone
DataSeeds fulfilled its first 6-figure order from an existing leading technology customer, validating ability to deliver larger, complex, time-sensitive projects and strengthening enterprise credibility.
Product Innovation and TapeDeck Catalog Progress
Released 2 additional alpha products this quarter (4 live total) and remain on track for 6 alpha launches this fiscal year. TapeDeck signed catalogs/distribution agreements with Sync Music, Tuff Gong, and BWL Entertainment, expanding the independent music catalog and artist roster.
ZDGE 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
ZDGE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 11, 2026 | $3.31 | $4.16 | +25.68% |
Mar 12, 2026 | $3.09 | $2.64 | -14.48% |
Dec 12, 2025 | $2.40 | $2.75 | +14.37% |
Oct 28, 2025 | $3.74 | $2.83 | -24.28% |
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 Zedge Inc (ZDGE) report earnings?
Zedge Inc (ZDGE) is schdueled to report earning on Dec 16, 2026, After Close (Confirmed).
What is Zedge Inc (ZDGE) earnings time?
Zedge Inc (ZDGE) earnings time is at Dec 16, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is ZDGE EPS forecast?
Currently, no data Available