Q2 2025 Ziff Davis Inc Earnings Call Transcript
Key Points
- Ziff Davis Inc (ZD) reported a nearly 10% increase in revenues and a 12% growth in adjusted EBITDA year-over-year, marking the strongest quarter of revenue growth since 2021.
- Four out of five reportable segments experienced revenue growth, with the Tech & Shopping segment growing over 11% and Gaming & Entertainment segment growing nearly 8%.
- The Health & Wellness segment had a blockbuster quarter with revenues up nearly 16% and adjusted EBITDA up 11%, driven by strong performance in pharma commercialization services.
- The Connectivity segment posted over 14% revenue growth and over 12% adjusted EBITDA growth, reflecting strong demand for key products and services.
- Ziff Davis Inc (ZD) completed five tuck-in acquisitions in the first half of the year, enhancing its portfolio and supporting future growth opportunities.
- The Cybersecurity & Martech segment experienced a slight revenue decline of less than 1%, although it is expected to return to growth in the next quarter.
- Foreign exchange rate changes negatively impacted the company's EPS by approximately $0.10 per diluted share.
- The Humble Games Publishing business saw a decline in contribution, affecting the overall revenue growth.
- Despite overall growth, the Tech & Shopping segment experienced margin contraction, partly due to the sunsetting of a PC game investment business.
- The company continues to face challenges related to search engine result page volatility and the impact of AI on search traffic.
Good day, ladies and gentlemen, and welcome to the Ziff Davis second quarter 2025 earnings conference call. My name is Tom, and I will be the operator assisting you today. (Operator Instructions)
On this call will be Vivek Shah, CEO of Ziff Davis; and Bret Richter, Chief Financial Officer of Ziff Davis. I will now turn the call over to Bret Richter, Chief Financial Officer of Ziff Davis. Thank you. You may begin.
Thank you. Good morning, everyone, and welcome to the Ziff Davis Investor conference call for Q2 2025. As the operator mentioned, I am Bret Richter, Chief Financial Officer of Ziff Davis, and I am joined by our Chief Executive Officer, Vivek Shah. A presentation is available for today's call. A copy of this presentation is available on our website.
When you launch the webcast, there is a button on the viewer on the right-hand side, which will allow you to expand the slides. If you have not received a copy of the press release, you may access it through our corporate website at
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