ZIFF DAVIS, INC.
Ziff Davis (ZD) reported Q2 2026 revenue of $286.7 million, down 2.7% YoY, and adjusted EBITDA of $76.8 million, down 3.7% with a 26.8% margin. Adjusted diluted EPS rose to $1.03 on lower share count. The company sold Connectivity to Accenture for $1.2 billion, repurchased 2.6M shares for $121.5M, and expects sequential Q3 revenue growth.
ROSSEN JEREMY (EVP/General Counsel) sold 3,819 shares of ZIFF DAVIS, INC. (ZD) at $54.93 ($0.21M total) on 2026-08-10.
Ziff Davis (NASDAQ:ZD) reported Q2 call highlights. Advertising and performance-marketing revenue fell 6% YoY and subscription and licensing revenue was flat. Other revenue rose over 2x, up about $3.7M, mainly from Semantic Labs. Cash was $1.6B and long-term investments $100M. The company accelerated buybacks, repurchasing 2.6M shares for $121.5M, and expects Q3 revenue to rise sequentially but fall YoY.
Over the past 7 days, alphai's AI scored 2 news stories mentioning ZD (ZIFF DAVIS, INC.). Coverage has been balanced: 0 bullish, 2 neutral, and 0 bearish.
Recent ZD coverage spans earnings, insider activity and macro economy.
In the last 30 days, ZD insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($286K). The most active reporter was TANSLEY LORI A., Chief Accounting Officer, with 1 filing.
The call combines earnings datapoints with balance-sheet and segment-structure catalysts, plus an explicit Q3 revenue trajectory.
A routine insider open-market sale, with no 10b5-1 plan stated, may slightly affect sentiment but is not a fundamental catalyst.
The call highlights ongoing revenue pressure offset by cost discipline and AI-driven development, plus continued buybacks and a search-traffic mix shift.
The filing combines weaker GAAP profitability (goodwill impairment, operating loss) with stronger cash generation and a major divestiture, shifting the risk-reward toward balance-sheet and cash-return dynamics.
Pre-earnings positioning is the main tradable angle, but the article provides no new earnings datapoint beyond expectations and prior-quarter results.
alphai scores every news story that mentions ZD with an AI model for sentiment and relevance, and aggregates insider trades from ZIFF DAVIS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Ziff Davis (ZD) reported Q2 2026 revenue of $286.7 million, down 2.7% YoY, and adjusted EBITDA of $76.8 million, down 3.7% with a 26.8% margin. Adjusted diluted EPS rose to $1.03 on lower share count. The company sold Connectivity to Accenture for $1.2 billion, repurchased 2.6M shares for $121.5M, and expects sequential Q3 revenue growth.
6 min readROSSEN JEREMY (EVP/General Counsel) sold 3,819 shares of ZIFF DAVIS, INC. (ZD) at $54.93 ($0.21M total) on 2026-08-10.
1 min readZiff Davis (NASDAQ:ZD) reported Q2 call highlights. Advertising and performance-marketing revenue fell 6% YoY and subscription and licensing revenue was flat. Other revenue rose over 2x, up about $3.7M, mainly from Semantic Labs. Cash was $1.6B and long-term investments $100M. The company accelerated buybacks, repurchasing 2.6M shares for $121.5M, and expects Q3 revenue to rise sequentially but fall YoY.
6 min readZIFF DAVIS, INC. (ZD) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 zd20260630pressrelease.htm EX-99.1 Document Exhibit 99.1 Ziff Davis Reports Second Quarter 2026 Financial Results NEW YORK, NY -- August 6, 2026 -- Ziff Davis, Inc. (NASDAQ: ZD) (“Ziff Davis” or “the Company”) today reported unaudited financial results for the second qu
6 min readZiff Davis (NASDAQ: ZD) will report earnings Thursday after market close. The prior quarter revenue was $267.6M, down 1.9% YoY, and the company missed analysts’ revenue and EPS expectations. For the upcoming quarter, analysts expect revenue to fall 18.5% YoY. The article cites an average analyst price target of $49.40 versus a $55.41 share price.
4 min readStocks including Planet Labs (PL), Magnite (MGNI) and Ziff Davis (ZD) fell in the morning after President Trump said an Iran ceasefire was over and threatened strikes, lifting oil prices and pushing markets into risk-off. Brent rose 7.5% to $79.65 and bond yields increased. Planet Labs shares fell 3.7% and were down 46.7% from a $51.40 52-week high.
7 min readZiff Davis CFO Bret Richter sold 18,000 shares of Ziff Davis (NASDAQ:ZD) common stock in an open-market trade on June 10, 2026, for about $843,840, per an SEC Form 4. The sale was at $46.88/share (vs. $45.80 close) and reduced his direct holdings by 38.1%, leaving 29,244 shares. Ziff Davis reported TTM revenue of $1.39B and net income of $45.38M.
5 min readZIFF DAVIS, INC. (ZD) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. EX-10.1 2 exhibit101ziffdavis-connec.htm EX-10.1 Document EXHIBIT 10.1 June 15, 2026 Reference is made to the Credit Agreement, dated as of April 7, 2021 (as the same has been amended, and as the same may be amended, restated, supplemented or otherwise modified from time to time,
3 min readRICHTER BRET (Chief Financial Officer) sold 18,000 shares of ZIFF DAVIS, INC. (ZD) at $46.88 ($0.84M total) on 2026-06-10.
1 min readROSSEN JEREMY (EVP/General Counsel) sold 8,000 shares of ZIFF DAVIS, INC. (ZD) at $47.00 ($0.38M total) on 2026-06-05.
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