Q4 2025 Zedge Inc Earnings Call Transcript
Key Points
- Zedge Inc (ZDGE) completed a major restructuring, reducing gross annualized expenses by about $4 million.
- Subscription revenue increased 21% year over year, with nearly 1 million active subscribers, a 47% increase compared to Q4 of fiscal 2024.
- Dataseeds.ai secured contracts from several leading AI customers, highlighting its value and credibility.
- Zedge Inc (ZDGE) initiated its first quarterly dividend of $0.016 per share, reflecting confidence in cash flow generation.
- The company repurchased approximately 1.3 million shares for the year, demonstrating a commitment to returning value to shareholders.
- Total revenue for the fourth quarter was $7.5 million, down 1.5% from last year.
- Emojipedia ad revenue declined due to competitive impacts from AI search and changes in Google's search engine results page.
- GuruShots revenue dropped 39% year over year, indicating challenges in this segment.
- GAAP loss from operations was $0.7 million, compared to a loss of $0.1 million last year, primarily due to restructuring costs.
- Cash position was temporarily reduced due to aggressive share repurchases and restructuring-related payouts.
Good day and welcome to Zedgeâs earnings conference call for the fourth quarter and end-of-year fiscal 2025 results. (Operator Instructions) I will now turn the call over to Brian Siegel.
Thank you, operator. During todayâs call, Jonathan Reich, Zedgeâs Chief Executive Officer, and Yi Tsai, Zedgeâs Chief Financial Officer, will discuss Zedgeâs financial and operational results that were reported today. Any forward-looking statements made during this conference call, during the prepared remarks, or in the question and answer session, whether general or specific in nature, are subject to risks and uncertainties that may cause actual results in the future to differ materially from those discussed on todayâs calls. These risks and uncertainties include, but are not limited to, specific risks and uncertainties disclosed in Zedgeâs periodic SEC filings. Zedge assumes no obligation to update any forward-looking statements or to update the factors that may cause actual results to differ materially from those that they
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