Zedge Earnings Call Transcripts
Fiscal Year 2026
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Profitable and capital-efficient, the business leverages a vast creator community for both its core mobile app and new AI-focused DataSeeds platform. Strategic innovation, disciplined product testing, and asset pivots drive growth, while dividends and buybacks reward shareholders.
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GAAP profitability was achieved with strong subscription growth and record ARPMOU, while DataSeeds.AI secured its first six-figure order and Tapedeck expanded its indie music catalog. Free cash flow rose 55% year-over-year, supporting a dividend increase and share repurchases.
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Record revenue and ARPM achieved, driven by advertising and subscription growth, despite headwinds from Emojipedia and GuruShots. DataSeeds.AI and innovation pipeline are key focus areas, with strong cash position and ongoing capital returns.
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Q1 2026 saw 5.8% revenue growth, record subscription gains, and strong marketplace performance, offsetting declines at Emojipedia and GuruShots. DataSeeds showed early traction, and disciplined capital allocation included share repurchases and a dividend.
Fiscal Year 2025
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Fiscal Q4 revenue declined 1.5% year-over-year, with strong subscription growth offset by declines at GuruShots and Emojipedia. Major restructuring reduced costs, and new product launches and capital returns signal a focus on innovation and shareholder value.
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Revenue returned to growth in Q3 FY2025, driven by higher subscription and premium sales, cost reductions, and a focus on high-LTV users. Adjusted EBITDA rose 46% year-over-year, and new B2B initiatives like DataSeeds.ai are expected to drive future growth.
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The company operates digital marketplaces with 35 million monthly users, leveraging AI for product innovation and monetization. Recent restructuring is set to deliver $4 million in annual cost savings, while new AI features and a disciplined capital strategy support continued growth and profitability.
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Revenue fell 10% year-over-year to $7M due to ad headwinds, but subscription and premium growth remained strong. Restructuring is expected to yield $4M in annualized savings, with full impact in Q3. GenAI initiatives and TikTok's return are improving engagement and monetization.
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Q1 saw modest revenue growth of 1.6% year-over-year, with strong gains in subscriptions and Zedge Premium GTV, but GuruShots revenue declined 32%. Advertising headwinds were resolved, and the company remains focused on innovation, AI features, and maintaining EBITDA positivity.
Fiscal Year 2024
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Q4 revenue grew 14% year-over-year, with strong gains in subscription and premium offerings, while GuruShots saw revenue decline but early signs of engagement improvement. Cash position strengthened, a new $5M buyback was approved, and major AI-driven product enhancements are planned for 2025.
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Q3 revenue rose 14% year-over-year, led by strong ad and subscription growth, while GuruShots revenue declined due to external headwinds. Strategic investments in AI, marketing, and product innovation are expected to drive future growth, with a robust cash position and active share buybacks.