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ZD · Ziff Davis, Inc.

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$51.49 -0.20 (-0.39%) At close · Nov 13
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.70B
Shares
33.10M
Volume · Nov 13 371.73K Avg daily vol (3M) 555.36K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$51.49 Open$51.77 Day$51.24–52.91 52W close$26.51–59.21 Avg vol 30d477K Short int4.6M · 13.9% of shares · 11.6d Short vol74% Last earningsNov 6, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 6

Up next

Next earnings call
Feb 23, 2027 Est · unconfirmed · in 14 wks
Q3 2026 earnings call transcript
call held Nov 6, 2026
Play latest call

Latest documents

2026
Nov 6
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Connectivity sold for $1.2 billion as revenue declined

Ziff Davis completed the sale of Connectivity to Accenture Inc. for $1.2 billion in cash on June 17, 2026. Revenue fell (5.6)% to $289,326 for the three months ended September 30, 2026, while goodwill and long-lived asset impairments were recorded.

Revenue $289.33M ▼ 5.6% Net loss $28.69M Diluted EPS -$0.85
Read from the MD&A section
5 source passages
Ziff Davis, Inc. was incorporated in 2014 as a Delaware corporation through the creation of a holding company structure. On June 17, 2026, the Company completed the sale of its Connectivity business (“Connectivity”) to Accenture Inc. for an aggregate purchase price of $1.2 billion in cash, subject to certain customary adjustments set forth in the purchase agreement. The increase in general, administrative, and other related costs for the three months ended September 30, 2026 compared to the prior period was primarily due to a $14.6 million impairment of long-lived assets recorded during the third quarter of 2026 and a $1.5 million increase in professional and other third-party services. Based on the quantitative fair value tests, the carrying value of one reporting unit within the Technology & Shopping reportable segment exceeded its fair value, and the Company recorded an impairment of approximately $29.6 million during the three months ended September 30, 2026. Revenues | 289,326 | 306,532 | (5.6)% | 843,705 | 874,151 | (3.5)% Open the document at this passage
Nov 6
Earnings call
Revenue and adjusted EBITDA decline in third quarter

Ziff Davis reported Q3-2026 revenue of $289.3 million and adjusted EBITDA of $82.2 million, down from $306.5 million and $97.8 million, respectively. Adjusted EBITDA margin was 28.4%, and Q4 revenue is expected to decline low-to-mid single digits year-over-year.

3 source passages
Good day, ladies and gentlemen, and welcome to the Ziff Davis Third Quarter 2026 Earnings Conference Call. Q3-2026 revenues were $289.3 million, as compared with revenues of $306.5 million for Q3-2025. Q3-2026 adjusted EBITDA was $82.2 million, as compared with $97.8 million for the prior year period. Our adjusted EBITDA margin for the quarter was 28.4%, compared with an adjusted EBITDA margin of 31.9% in Q3 2025. Revenues in Q4 are expected to increase sequentially by a double-digit percentage and decline low-to-mid single digits year-over-year. Open the document at this passage
Nov 6
Current report 8-K Events of Nov 5
Revenue declines as operating loss reaches $(33.6) million

Ziff Davis reported third quarter 2026 revenue of $289.3 million, compared with $306.5 million in Q3 2025, and an operating loss of $(33.6) million. Adjusted EBITDA fell to $82.2 million, while free cash flow was $(100.1) million.

Financial results, Regulation FD disclosure Read from the first part of this long document
5 source passages
Ziff Davis, Inc. (NASDAQ: ZD) (“Ziff Davis” or “the Company”) today reported unaudited financial results for the third quarter ended September 30, 2026. Revenues (1) decreased to $289.3 million compared to $306.5 million for Q3 2025. Operating (loss) income decreased to an operating loss of $(33.6) million compared to operating income of $11.4 million for Q3 2025. Adjusted EBITDA (4) decreased to $82.2 million compared to $97.8 million for Q3 2025. Free cash flow from continuing and discontinued operations (4) decreased to $(100.1) million compared to $108.2 million for Q3 2025. Open the document at this passage
Aug 7
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $286.74M ▼ 2.7% Net income $624.46M ▲ 2270.5% Diluted EPS $17.16 ▲ 2623.8%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$1.42B
Trailing 12 months
Net income (TTM)
$618.40M
Trailing 12 months
Revenue growth YoY
-5.6%
Year over year
Operating margin
4.8%
Trailing 12 months
P / E (TTM)
3.0
Trailing earnings · reciprocal yield 32.9%
FCF yield
6.4%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$539.46M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-16.8%
Year over year · fewer shares
Price change (1Y)
+66.4%
Trailing year
Short interest
13.9%
Latest settlement · 11.6 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲5.9% $412.82M $64.09M '24 Q4* ▼13.2% $272.82M $24.24M '25 Q1 ▼8.1% $294.80M $26.34M '25 Q2 ▼13.3% $306.53M −$3.60M '25 Q3 ▲39.8% $577.12M $370,000 '25 Q4* ▼1.9% $267.64M $22.26M '26 Q1 ▼2.7% $286.74M $624.46M '26 Q2 LATEST ▼5.6% $289.33M −$28.69M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Nov 6, 2026
Q3 FY26

TL;DR. Sequential growth, a 160-basis-point margin improvement, substantial buybacks, a strong balance sheet, AI-driven efficiency, and narrowing technology and shopping declines are the main positives. The principal concerns are year-over-year revenue and margin declines, a 37% drop in Google referrals, negative free cash flow, weaker health and wellness revenue, and pressure on Q4 margin.

Bullish
  • + Q3 revenue and adjusted EBITDA grew sequentially, while adjusted EBITDA margin improved 160 basis points from Q2.
  • + The company deployed approximately $265 million on buybacks year to date and reduced shares outstanding by nearly 14%.
  • + Ziff Davis exited Q3 with $1.5 billion of cash and investments and a net cash position exceeding half a billion dollars.
  • + Technology and shopping revenue declines narrowed for a third consecutive quarter, to just under 4% year over year.
  • + The relaunched RetailMeNot app more than doubled signed-in monthly users, while September app commissions rose 25% year over year to a 2026 high.
  • + More than 90% of product and engineering pull requests are AI-written, supporting lower feature costs, and management estimates headcount will be down 10% by year-end.
Bearish
  • − Q3 revenue declined to $289.3 million, adjusted EBITDA fell to $82.2 million, and adjusted EBITDA margin contracted to 28.4% from 31.9%.
  • − Organic Google referrals declined approximately 37% year over year, worsening from an approximately 23% decline a year earlier, with the two-year decline exceeding 50%.
  • − Free cash flow fell to negative $100.1 million from positive $108.2 million in Q3 2025.
  • − Health and wellness revenue declined 9.5% year over year because professional-focused advertising at MedPage Today fell.
  • − Q4 adjusted EBITDA margin is expected to decline year over year to the low-to-mid 30% range, despite increasing sequentially.
  • − Ziff Davis reported an operating loss of $33.6 million versus operating income of $11.4 million, including $29.6 million of goodwill impairment and $6.4 million of long-lived asset impairment.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg +7%
above
Price vs 50-day avg −8%
below
RSI (14) 40
neutral
MACD trend Negative
52-week position 76%
mid-range
Momentum
relative strength
Strong
1-month return −10%
trailing
6-month return +15%
trailing
YTD return +46%
this year
Relative strength +15%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $56 › 200d $48 — 50d above 200d
Institutional flow Distributing
244 of 270 funds reported for Sep 30 · net -490.6K sh shares · +44 new
Insider flow Distributing
Net -$139.0K over 90 days · 100% sells
Short interest Falling
13.94% of shares out · ▼ -4.8% MoM · 11.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
270 holders — mid 3-yr range
Squeeze score 67
elevated · 0–100
Fundamentals
Strong
Revenue growth −2%
Y/Y
Gross margin 90%
expanding
EPS growth −19%
Y/Y
Free cash flow $287.9M
Valuation P/E 2.8
below peers
Balance sheet $292.7M
net debt
Quant / Vol
risk profile
Very High
Volatility 63%
annualized · 1-yr
Max drawdown −34%
past year
ATR 4.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 2 of last 4
Latest guidance · from the Earnings Call filed Aug 7, 2026
Non-GAAP tax rate · annual basis Non-GAAP 24% – 25%
Guided vs delivered · last 4 settled
Revenue fiscal year 2023
guided $1.35B – $1.41B
$1.36B In line
Revenues fourth quarter
guided $400M – $414M
$408.63M In line
Revenue 2021
guided $1.63B – $1.68B
$1.42B Miss −14.3%
Revenues for the year
guided $1.45B – $1.46B
$1.16B Miss −20.3%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
2 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+7% Bullish
Price vs 50-day avg
−8% Bearish
RSI (14)
40 Neutral
MACD trend
Negative Bearish
52-week position
76% Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $56 › 200d $48 — 50d above 200d
Institutional flow Distributing
244 of 270 funds reported for Sep 30 · net -490.6K sh shares · +44 new
Insider flow Distributing
Net -$139.0K over 90 days · 100% sells
Short interest Falling
13.94% of shares out · ▼ -4.8% MoM · 11.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
270 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $27 Now $51 · 76% Range high $59
vs 200-day avg +7% vs 50-day avg -8%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted EBITDA non-GAAP 222.4M Nine months ended September 30, 2026 —
Adjusted EBITDA margin non-GAAP 26.4% Nine months ended September 30, 2026 —
Adjusted effective tax rates non-GAAP 23.6% Nine months ended September 30, 2026 —
aggregate cost of shares repurchased under the 2020 Program 91.9M the three months ended September 30, 2026 filing —
Cybersecurity & Martech — Average quarterly revenue per customer (3) $53.5 three months ended September 30, 2026 filing —
Cybersecurity & Martech — Customers (1)(4) 1,223,000 three months ended September 30, 2026 filing —
Gaming & Entertainment — Average quarterly revenue per customer (2)(3) $32.66 three months ended September 30, 2026 filing —
Gaming & Entertainment — Customers (1)(2) 483,000 three months ended September 30, 2026 filing —
Health & Wellness — Average quarterly revenue per customer (2)(3) $8.41 three months ended September 30, 2026 filing —
Health & Wellness — Customers (1)(2) 1,480,000 three months ended September 30, 2026 filing —
Maximum Number of Shares That May Yet Be Purchased Under the Plans or Program 5,968,287 three months ended September 30, 2026 filing —
Net Cash 535M September 30, 2026 —
Net Cash & Investments 635M September 30, 2026 —
Repurchase and retirement of common stock -1,700,867 three months ended September 30, 2026 filing —
share repurchases 92M Q3 2026 —
shares repurchased under the 2020 Program 1,700,867 the three months ended September 30, 2026 filing —
Total capital expenditures 22.97M three months ended September 30, 2026 filing —
Total from reportable segments 22.52M three months ended September 30, 2026 filing —
Total Gross Debt 872M September 30, 2026 —
Total Number of Shares Purchased 1,700,867 three months ended September 30, 2026 filing —
Transaction adjusted free cash flow from continuing and discontinued operations non-GAAP 50.06M Full Year —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Advertising Agencies — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
ZD
Ziff Davis, Inc.
this stock
$1.70B +46.5% -1.9% 2.8 13.9%
APP
AppLovin Corp
 $135.54B -39.3% +70.0% 27.5 3.3%
OMC
Omnicom Group Inc.
 $24.01B +9.0% +10.1% — 8.9%
TTD
Trade Desk, Inc.
 $7.41B -58.7% +18.5% 22.7 15.3%
WPP
WPP plc
 $5.99B +23.7% — — 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
299
% held
124.1%
Reported
244 of 270
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
324
View
Short & Settlement
Short Interest Falling
Shares short
4.6M
Days to cover
11.6d
Change
-230.3K sh
View
Short Volume
Short vol %
74%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
1.0K
Value
$58.0K
As of
Oct 13, 2026
View
Off-Exchange
Off-exchange %
32.2%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$139.0K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Financials
Financials
Revenue (FY)
$1.5B
Net income (FY)
$47.4M
EPS diluted
$1.15
View
Buybacks
Authorized
shares 25.0M
Remaining
shares 6.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Nov 6, 2026
This year
16

Ziff Davis reported third quarter 2026 revenue of $289.3 million, compared with $306.5 million in Q3 2025, and an operating loss of $(33.6) million. Adjusted EBITDA fell to $82.2 million, while free cash flow was $(100.1) million.

View
Proposed Sales
Value
$134.3K
Shares
2.7K
Filed
Nov 12, 2026
View
Earnings & Events
Webcasts Upcoming
Next webcast
Nov 17, 2026
Last webcast
Nov 11, 2026
View
Investor Relations
Latest news
Ziff Davis Reports Third Quarter…
Published
Nov 5, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
ZD +3.8% -9.9% +15.0% -6.0% +46.5%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +1.2% -8.7% +14.5% -5.8% +35.9%

Capital returns

Buyback program · as of Sep 30, 2026
Authorized
shares 25.00M
Spent (derived)
shares 19.03M
Remaining
shares 5.97M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1084048 CUSIP 48123V102 13F (30d) 226 filings 206 filers Visit website Investor relations