Zedge Inc (ZDGE)
XASE:ZDGE
Earnings Data
Report Date
Jun 15, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.05Last Year’s EPS
0.06Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of strong operational and financial improvements — record revenue, double-digit top-line growth, meaningful subscription gains, a return to non-GAAP profitability and positive adjusted EBITDA, and a healthy cash position — while also disclosing notable challenges including an impairment at Emojipedia that widened GAAP losses, continued MAU contraction, early-stage and lumpy revenue from DataSeeds, and some product failures. Management emphasized disciplined innovation, monetization optimization, and selective scaling of DataSeeds, positioning the company for potentially continued improvement as new initiatives mature.Company Guidance
Record Revenue and Top-Line Growth
Total revenue of $8.3M in Q2, up 18.3% year-over-year; company described this as a record level in its seasonally strongest quarter driven by advertising optimization and subscriptions.
Strong Subscription Performance
Zedge Plus subscription revenue increased 33% year-over-year; net active subscribers grew 49% to nearly 1,200,000; deferred revenue (primarily subscription-related) reached $6.0M, up 39% year-over-year and 5% sequentially.
Improved Marketplace Monetization
Zedge Marketplace revenue rose over 21% year-over-year driven by higher advertising CPMs and subscription revenue; advertising revenue overall was up 18.3% for the quarter.
Premium Gross Transaction Volume and Higher-Value Users
Zedge Premium GTV increased 15.7% year-over-year and reported a 47.6% increase in the referenced 'op amount,' signaling a shift toward higher-value users and improved monetization efficiency.
Return to Non-GAAP Profitability and Positive EBITDA
Non-GAAP net income was $0.8M and non-GAAP EPS was $0.06 versus a non-GAAP loss last year; adjusted EBITDA was $1.1M versus -$0.1M in the year-ago quarter, indicating improved underlying operating performance.
Strong Cash Position and Capital Discipline
Cash and cash equivalents of $19.1M at quarter end, zero debt; free cash flow of $0.8M for the quarter with free cash flow yield noted as 'in the double digits'; company is paying a quarterly dividend and maintaining a modest buyback authorization (~$500k remaining).
Innovation Progress and Product Pipeline
Launched two additional alpha products (now 4 of planned 6 for the fiscal year); continuing disciplined stage-gate approach to product innovation and modular development to accelerate launches.
Early Positive Signals for DataSeeds
DataSeeds showing encouraging inbound interest and repeat customers placing larger orders after successful proofs of concept; management reports attractive margins so far and is building an OTS catalog and production cloud to scale supply and lower costs over time.
SG&A Reduction
SG&A decreased approximately 6% to $6.7M for the quarter, reflecting savings from prior restructuring while still allowing investment in DataSeeds and TapeDeck.
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 |
|---|---|---|---|
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% |
Jun 12, 2025 | $2.75 | $2.73 | -0.73% |
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 Jun 15, 2026, After Close (Confirmed).
What is Zedge Inc (ZDGE) earnings time?
Zedge Inc (ZDGE) earnings time is at Jun 15, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ZDGE EPS forecast?
ZDGE EPS forecast for the fiscal quarter 2026 (Q3) is 0.05.