The Motley Fool·17h ago
Ziff Davis: 3 Key Takeaways for Long-Term InvestorsOrganic Google referrals declined 37% year over year in the third quarter. Share repurchases reduced total outstanding shares by nearly 14% year to date.
Ziff Davis faces significant headwinds as its digital media segment struggles with search algorithm volatility, evidenced by a sharp 18.6% revenue contraction in 2026Q1.
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $1.39+15.8% vs $1.20 | $289M-2.0% vs $295M |
Q3 2026 Aug 6, 2026 | $1.03+27.6% vs $0.81 | $287M+0.2% vs $286M |
Q2 2026 May 7, 2026 | $0.73+1.4% vs $0.72 | $268M+1.3% vs $264M |
Q1 2026 Feb 23, 2026 | $2.56-5.5% vs $2.71 | $407M-2.4% vs $417M |
Organic Google referrals declined 37% year over year in the third quarter. Share repurchases reduced total outstanding shares by nearly 14% year to date.
Ziff Davis NASDAQ: ZD reported lower third-quarter revenue and adjusted earnings as declining Google search referrals and weaker advertising weighed on its businesses, though executives said results were broadly in line with their expectations.
Ziff Davis, Inc. ( ZD ) Q3 2026 Earnings Call November 6, 2026 8:30 AM EST Company Participants Bret Richter - Chief Financial Officer Vivek Shah - CEO, President & Director Conference Call Participants Shyam Patil - Susquehanna Financial Group, LLLP, Research Division Jacob Hallac - Citigroup Inc., Research Division Rishi Jaluria - RBC Capital Markets, Research Division Robert Coolbrith - Evercore ISI Institutional Equities, Research Division Stephen Ju - UBS Investment Bank, Research Division Presentation Operator Good day, ladies and gentlemen, and welcome to the Ziff Davis Third Quarter 2026 Earnings Conference Call. My name is Mike, and I will be the operator assisting you today.
The headline numbers for Ziff Davis (ZD) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Benchmark ZD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ziff Davis, Inc. (ZD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $49.61 | $1.83B | 2.71 | 3.54% | 49.46% | 31.54% | — | |
| $42.08 | $3.16B | -9.68 | -37.14% | -16.87% | -6.9% | — | |
| $152.28 | $42.59B | 14.65 | -3.52% | 8.74% | 11.93% | 1.18% | |
| $26.39 | $14.81B | 23.10 | 6.82% | 6.76% | 6.67% | 1.38% | |
| $8.39 | $272.2M | -18.27 | -4.52% | -0.88% | -1.93% | — | |
| $1.77 | $230.21M | -0.98 | 0.27% | -7.17% | — | — |
Ziff Davis, Inc. (ZD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Ziff Davis, Inc. (ZD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Jun 17, 2026·SEC
May 18, 2026·SEC
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Ziff Davis, Inc. (ZD) stock FAQ — growth, dividends, profitability & financials explained
Ziff Davis, Inc. (ZD) reported $1.25B in revenue over the trailing twelve months. Revenue was $1.45B in fiscal year 2025. That is 41365% more than the $3.5M of fiscal year 1998.
Ziff Davis, Inc. (ZD) revenue fell by 14.2% over the trailing twelve months, compared with the twelve months before.
Yes. Ziff Davis, Inc. (ZD) earned $618.4M in net income over the trailing twelve months (a 49.5% net margin).
Ziff Davis, Inc. (ZD) had a return on equity (ROE) of 31.5% over the trailing twelve months. That is well above the market's typical 10-15%.
Ziff Davis, Inc. (ZD) generated $108.5M in free cash flow over the trailing twelve months.
