Ziff Davis Q2 rev. up 9.8% to $352.2mln, income from ops up.

• Ziff Davis reports Q2 2025 revenue up 9.8% to $352.2m. • Income from operations increased 1.3% to $47.5m. • Digital data segment reported a 13.4% increase in revenue. • Connectivity business revenue rose 19.5%. • Health & Wellness business revenue surged 25.3%. • Company reaffirms 2025 guidance.

Ziff Davis, a leading digital media and internet company, has reported its Q2 2025 financial results, showcasing a robust performance that exceeded analyst expectations. The company's revenue grew by 9.8% to $352.2 million, while adjusted earnings per share (EPS) increased to $1.24, surpassing the consensus estimate of $1.19. This strong performance was driven by significant growth in key segments, particularly the Connectivity and Health & Wellness divisions.

The Connectivity segment saw a 14.2% increase in revenue, while the Health & Wellness segment surged by 15.7%. The Digital Data segment also contributed to the overall growth, with a 13.4% increase in revenue. These improvements highlight the company's ability to leverage its diverse business segments to drive revenue growth.

Ziff Davis reaffirmed its 2025 revenue guidance of $1.442 billion to $1.502 billion, reflecting the company's confidence in its operational improvements and market outlook. The company expects 2025 adjusted EBITDA to range between $505 million and $542 million and adjusted diluted EPS to be between $6.64 and $7.28.

The company's stock recently traded at 4 times the next 12-month earnings, indicating a positive market sentiment. Analysts have maintained a "hold" rating on the stock, with a breakdown of recommendations showing three "strong buy" or "buy" ratings, four "hold" ratings, and no "sell" or "strong sell" ratings. The median 12-month price target for Ziff Davis Inc is $42.50, about 29.9% above its August 5 closing price of $29.81.

Ziff Davis' Q2 2025 results demonstrate the company's ability to navigate the challenging media landscape by leveraging its digital transformation strategy and operational improvements. With a strong balance sheet and a clear strategic direction, Ziff Davis appears well-positioned to continue its growth trajectory in the coming quarters.

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_PLXBBD121:0-digital-media-firm-ziff-davis-q2-revenue-beats-expectations/
[2] https://www.investing.com/news/company-news/new-york-times-q2-2025-slides-digital-growth-drives-278-profit-surge-93CH-4172842
[3] https://www.ainvest.com/news/hackett-group-q2-2025-earnings-call-highlights-revenue-2-sap-solution-segment-sees-11-growth-2508/