Digital media firm Ziff Davis Q2 revenue beats expectations
Overview
Ziff Davis Q2 2025 revenue up 9.8%, beating analyst expectations, per LSEG data
Adjusted EPS for Q2 2025 beats consensus, reflecting operational improvements
The digital media and internet company reaffirms fiscal year 2025 guidance
Outlook
Ziff Davis reaffirms 2025 revenue guidance of $1.442 bln to $1.502 bln
Company expects 2025 adjusted EBITDA between $505 mln and $542 mln
Ziff Davis projects 2025 adjusted diluted EPS of $6.64 to $7.28
Result Drivers
CONNECTIVITY SEGMENT - Revenue growth driven by strong performance in Connectivity segment, up 14.2% from prior year
HEALTH & WELLNESS - Health & Wellness segment saw a 15.7% increase in revenue, contributing to overall growth
SEGMENT REPORTING - New segment reporting providing transparency and highlighting intrinsic value of key businesses
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $352.20 mln | $338.10 mln (6 Analysts) |
Q2 Adjusted EPS | Beat | $1.24 | $1.19 (6 Analysts) |
Q2 EPS |
| $0.62 |
|
Q2 Adjusted Net Income | Beat | $51.60 mln | $51.10 mln (6 Analysts) |
Q2 Net Income |
| $26.30 mln |
|
Q2 Adjusted EBITDA | Beat | $107.70 mln | $100.80 mln (6 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy."
Wall Street's median 12-month price target for Ziff Davis Inc is $42.50, about 29.9% above its August 5 closing price of $29.81
The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 4 three months ago
Press Release: ID:nBw912TpXa
