Q3 2025 Ziff Davis Inc Earnings Call Transcript
Key Points
- Ziff Davis Inc (ZD) reported a nearly 3% increase in revenues for Q3 2025, marking the fifth consecutive quarter of revenue growth.
- The company grew adjusted diluted EPS by 7% year-over-year, supported by increased share buybacks.
- Three out of five reportable segments experienced revenue growth, including a return to growth for the Cybersecurity & Martech segment.
- The Health & Wellness segment showed strong performance with 13% year-over-year revenue growth and 18% adjusted EBITDA growth.
- Ziff Davis Inc (ZD) is actively leveraging AI to enhance products and improve operational efficiency, launching new AI-driven platforms in Health & Wellness and Gaming & Entertainment.
- Adjusted EBITDA fell slightly year-over-year, reflecting a decline of less than 1%.
- The Tech & Shopping segment saw a 2% revenue drop and a 12% decline in adjusted EBITDA, primarily due to the wind-down of game publishing activities.
- Gaming & Entertainment revenues decreased by about 4% year-over-year, although adjusted EBITDA grew by nearly 3%.
- The company anticipates fiscal year 2025 total revenues and adjusted diluted EPS to be within the lower half of its guidance range.
- Ziff Davis Inc (ZD) is experiencing search volatility, impacting the Tech & Shopping segment, and is cautious about the impact of AI overviews on web traffic.
Good day, ladies and gentlemen, and welcome to the Ziff Davis third 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 Q3 2025. As the operator mentioned, I am Bret Richter, Chief Financial Officer of Ziff Davis, and I'm joined by our Chief Executive Officer, Vivek Shah.
A presentation is available for today's call. A copy of this presentation as well as our earnings release is available on our website www.ziffdavis.com.
In addition, you can access the webcast from this site. When you launch the webcast, there is a button on the
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