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- **Revenue Surge**: Q2 revenue up 18.3% to $8.3 million, driven by 21% YoY growth in Zedge Marketplace and 33% subscription revenue increase. ARPU rose 47.6%.
- **Data Seeds Promise**: Early-stage B2B AI data business shows promise, with customers returning for larger orders. Margins vary by deal type, targeting disciplined pipeline growth.
- **Innovation Acceleration**: 4/6 alpha products launched this year, with 2 new ones testing modular development. Discontinued underperforming Syncat product.
- **Financial Health**: $19.1 million cash with no debt. Non-GAAP net income of $0.8 million and positive EBITDA of $1.1 million.
- **Tapedeck Focus**: Shifting to catalog expansion, leveraging artist partnerships to grow indie music platform.

**【CEO Summary Section】**
- **Revenue Growth**: Q2 revenue reached $8.3 million, up 18.3% YoY, driven by Zedge Marketplace (21% YoY growth) and Zedge+ subscriptions (33% YoY growth). ARPU increased 47.6%, reflecting higher-value users.
- **Monetization Excellence**: Record subscription numbers and Zedge Premium GTV growth (15.7%) highlight effective ad optimization and subscription strategy. Deferred revenue rose 39% YoY to $6 million.
- **Data Seeds Progress**: Early-stage B2B AI training data business shows promise, with customers returning for larger orders. Margins vary (custom > off-the-shelf), and the focus is on building a high-quality pipeline without overextending.
- **Innovation Pipeline**: 4/6 alpha products launched this year, with 2 new ones testing modular development. Syncat discontinued due to underperformance. Emphasis on data-driven product selection and rapid iteration.
- **Operational Efficiency**: Free cash flow yield remains double-digit; $19.1 million cash with no debt. Dividends and buybacks continue alongside innovation investment.

**【CFO Financial Commentary】**
- **Top Line**: Zedge Marketplace advertising CPMs and subscriptions drove 18.3% YoY ad revenue growth. GuruShots stabilized sequentially but dragged overall growth due to YoY declines.
- **Cost Management**: COGS rose to 6.8% of revenue (vs. 6.4% last year) due to production costs for Data Seeds and Tapedeck. SG&A decreased 6% to $6.7 million, reflecting cost control despite Data Seeds investment.
- **Profitability**: GAAP net loss of $2.3 million ($0.18 EPS) vs. $1.7 million ($0.12 EPS) last year. Non-GAAP net income improved to $0.8 million ($0.06 EPS). Adjusted EBITDA turned positive at $1.1 million.
- **Liquidity**: $0.9 million cash flow from operations and $19.1 million cash on hand. $500,000 remaining under buyback authorization.

**【Q&A Highlights】**
- **Data Seeds Pipeline**: Deals vary in size and complexity, with margins dependent on customization. Focus on multimodal data (images, audio, video) with early video and audio proofs of concept.
- **Subscription Momentum**: Growth driven by optimized subscription plans and targeted user acquisition. Testing new features (e.g., alarms) to re-engage users.
- **Marketplace Strength**: Q2 ad revenue growth and subscription expansion reflect seasonal strength and monetization efficiency. Zedge+ GTV up 15.7% YoY.
- **Tapedeck Strategy**: Shifting focus to catalog expansion, leveraging artist partnerships to promote the platform to indie music fans.


Zedge, Inc.(ZDGE)-20260313-2026 Q2 Earnings call transcript

- **Revenue Resilience**: 5.8% YoY growth to $7.6 million, driven by subscription expansion (54% growth) and DataSeeds pipeline momentum.
- **DataSeeds Breakthrough**: 25x larger repeat order from AI leader, positioning for scalable enterprise growth.
- **Financial Health**: Non-GAAP EPS of $0.07, $1.2 million EBITDA, and $18.5 million cash on hand.
- **Risks**: Ongoing declines at Emojipedia, GuruShots restructuring costs ($330K), and uncertain AI content compensation.

**【Management Opening Remarks】**
- Brian Siegel introduced the call, emphasizing forward-looking statements and the use of non-GAAP measures. He highlighted the company's focus on strategic priorities and operational discipline.

**【CEO Commentary】**
- **Revenue Growth**: 5.8% year-over-year increase to $7.6 million, driven by Zedge Marketplace and subscriptions.
- **Subscription Expansion**: Active subscribers reached 1.1 million (54% YoY growth), with ARPU up 29.2%.
- **DataSeeds Momentum**: Received a 25x larger repeat order from an AI leader, showcasing pipeline potential. DPC enables custom, rights-cleared datasets.
- **Tapedeck Progress**: Pilot phase with positive artist feedback, planning Android/web expansion.
- **Free Cash Flow Challenges**: Q1 free cash flow of $0.6 million impacted by one-time tax payments and restructuring reinvestments.
- **Capital Allocation**: Repurchased 240,000 shares and initiated dividend, with $600,000 remaining under buyback authorization.

**【CFO Financial Commentary】**
- **Revenue Breakdown**: Marketplace revenue up 5.8%, offset by declines at Emojipedia and GuruShots. Advertising revenue +6%, subscription revenue +29%.
- **Cost Management**: SG&A down 13% to $5.9 million, reflecting restructuring savings. Cost of revenue rose to 7.3% due to DataSeeds and Tapedeck costs.
- **Profitability**: GAAP net income $0.8 million ($0.06 EPS), non-GAAP net income $0.9 million ($0.07 EPS). Adjusted EBITDA $1.2 million (vs. $0.3 million last year).
- **Liquidity**: $18.5 million cash, no debt. Free cash flow negatively impacted by $350,000 in one-time tax payments.

**【Q&A Key Highlights】**
- **DataSeeds Revenue Recognition**: Recognized upon delivery, currently insignificant but growing pipeline.
- **GuruShots Strategy**: Exploring transition to AI training data generation, with losses at $150,000/month.
- **Emojipedia Risks**: Potential ongoing declines due to Google's AI features, monitoring industry compensation mechanisms.
- **Restructuring Costs**: $330,000 tax payments offset by reinvestments in DataSeeds and Tapedeck.
- **Buyback Program**: 240,000 shares repurchased, $600,000 remaining under authorization.

Zedge, Inc.(ZDGE)-20251212-2026 Q1 Earnings call transcript

- **Subscription Growth**: Zedge Plus subscriptions up 21% YoY, active subscribers near 1 million (+47% YoY). Deferred revenue $5.4 million (+73% YoY).
- **New Products**: DataSeeds.AI secured AI contracts; Tapedeck launched with 500,000 tracks; Syncat part of 6+ new product pipeline.
- **Restructuring Benefits**: $4 million annual expense savings; FY25 share buybacks and dividend initiation.
- **Risks**: Emojipedia traffic decline due to Google search changes; GuruShots stabilization but still down 39% YoY.
- **Cash Position**: $18.6 million in cash; free cash flow $0.5 million Q4.


**【CEO Summary Section】**
- **Restructuring Update**: Completed restructuring in Norway and GuruShots, reducing annual expenses by $4 million. Q4 saw $1.5 million in cash restructuring costs and $1 million in non-cash charges.
- **Revenue Performance**: Zedge Marketplace (subscriptions + ads) grew, but GuruShots declined 39% YoY. Subscription revenue increased 21% YoY, reaching nearly 1 million active subscribers (+47% YoY). Zedge Premium GTV grew 7% YoY.
- **New Initiatives**: DataSeeds.AI secured contracts with leading AI companies, leveraging 30 million rights-cleared assets. Tapedeck, a music platform for indie artists, launched in the U.S. with 500,000 tracks and plans for global expansion. Syncat, a viral video app, is part of a pipeline of 6+ new products to be tested in FY26.
- **Capital Allocation**: Repurchased 1.3 million shares in FY25, ended with $18.6 million in cash. Introduced a quarterly dividend of $0.016 per share.

**【CFO Financial Commentary】**
- **Q4 Financials**: Total revenue $7.5 million (-1.5% YoY). Zedge Marketplace revenue up mid-single digits, offset by 11% decline at Emojipedia and 39% drop at GuruShots. Deferred revenue $5.4 million (+73% YoY), reflecting 100% gross margin on subscriptions.
- **Costs**: SG&A $6.9 million (+1% YoY), with $400,000 reinvested in DataSeeds and tapedeck. GAAP net loss $0.6 million, non-GAAP net income $0.1 million. Free cash flow $0.5 million, cash position $18.6 million.
- **Key Metrics**: Adjusted EBITDA $0.3 million. Zedge Premium ARP MAU +17% YoY. GuruShots YoY decline improved 600bps.

**【Q&A Key Highlights】**
- **Tapedeck & DataSeeds**: Tapedeck will expand to Android and international markets based on performance. DataSeeds secured contracts with global AI companies, focusing on bespoke datasets. Syncat is part of a rapid innovation pipeline with 6+ new products to be tested in FY26.
- **Emojipedia Impact**: Google's search changes diverted traffic, causing a 39% YoY decline. Zedge is testing strategies to mitigate losses.
- **Deferred Revenue**: Lifetime subscriptions are amortized over 30 months, providing steady future revenue. Deferred revenue growth reflects strong subscription retention.
- **SG&A Outlook**: Q4 SG&A up sequentially due to PUA and consulting fees for new initiatives. FY26 SG&A expected to decline as restructuring savings offset growth investments.


Zedge, Inc. (ZDGE) Q4 2025 Earnings Call Transcript

- **Revenue Recovery**: Q3 revenue growth (+1.3% YoY) driven by subscription (+13% YoY) and Zedge Premium doubling, despite TikTok market disruption.
- **Cost Efficiency**: $4M annualized cost savings from restructuring enabled GAAP profitability and $0.8M free cash flow (excluding one-time payments).
- **AI Growth Engine**: DataSeeds.AI signed first enterprise deal, and AI audio generator launch positions Zedge as early leader in consumer AI audio.
- **High-LTV Focus**: Shift to developed markets drove ARPU up 33% YoY to $0.10/MAU, with lifetime subscription gross margin at 100%.
- **Cash Strength**: $20.4M cash, no debt, with $530K share buybacks under $5M authorization.


**【CEO Summary Section】**
- **Revenue Growth**: Q3 revenue returned to growth (+1.3% YoY) driven by subscription and Zedge Premium sales, despite TikTok's U.S. market disruption until mid-February.
- **Cost Efficiency**: $4M annualized gross cost savings from global restructuring (e.g., Norway closure, GuruShots team streamlining) enabled GAAP profitability and $0.8M free cash flow (excluding $1M restructuring-related payments).
- **Subscription Momentum**: Zedge+ subscribers reached 900,000 (+37% YoY), with deferred subscription revenue up 83% YoY to $5M. Lifetime plan gross margin is 100% (recognized over 30 months).
- **AI Innovation**: Launched DataSeeds.AI B2B content marketplace for AI training data, signed first deal with a global AI company. Rolling out AI audio generator for ring tones/notification sounds.
- **Market Focus**: Shift to high-LTV users in well-developed markets (e.g., U.S., Europe) drove ARPU up 33% YoY to $0.10/monthly active user.

**【CFO Financial Commentary】**
- **Revenue Breakdown**: 
  - Subscription revenue: +13.4% YoY
  - Zedge Premium: +100% YoY net revenue
  - GuruShots: -45% YoY due to reduced user acquisition spend
- **Profitability**: 
  - GAAP net income: $0.2M (vs. -$0.1M YoY)
  - Non-GAAP net income: $0.9M (+80% YoY)
  - Adjusted EBITDA: $1.2M (+46% YoY)
- **Cash Flow**: 
  - Free cash flow: $0.8M (Q3) vs. -$0.3M YoY
  - Restructuring-related payments: $1M (Q3), expected $0.6M in Q4
- **Balance Sheet**: $20.4M cash, no debt, with $530K share buybacks under $5M authorization.

**【Q&A Highlights】**
- **Ad Market Impact**: TikTok's return to U.S. market mid-February boosted programmatic CPMs, but full-quarter impact limited. Focus on high-CPM markets (e.g., U.S., Europe) offset emerging market declines.
- **MAU Strategy**: Prioritize high-LTV users in developed markets, reducing global MAU by shifting away from low-LTV users. Well-developed market MAU stabilization is a key Q4 focus.
- **DataSeeds.AI Expansion**: Exploring video/audio data for enterprise AI clients. GuruShots 2.0 development aligns with DataSeeds.AI needs for diverse training data.
- **Audio AI Rollout**: Limited release by end-June, with potential subscription integration. Early entrant advantage in consumer AI audio tools.
- **GuruShots 2.0**: Restructured user acquisition to focus on high-ROAS customers. Delayed full launch to align with DataSeeds.AI content needs.


Zedge, Inc. (ZDGE) Q3 2025 Earnings Call Transcript

- **Subscription growth offsets ad decline**: Q2 subscription revenue +13% YoY, ARPU +9%, despite overall revenue down 10%.
- **$4M cost savings from restructuring**: 22% workforce reduction to start yielding $1M/Q savings in Q3+.
- **AI momentum**: Zedge Premium GTV +27% YoY, AI audio launch planned for Q3/Q4.
- **GuruShots turnaround**: Sequential revenue decline slows to 4%, with 2.0 reimagining in early stages.
- **Liquidity strong**: $20M cash, $5M share buyback program active.


**【CEO Business Overview】**
- **Revenue decline & macro challenges**: Q2 revenue fell 10% YoY to $7M due to TikTok's temporary exit from app stores, impacting ad spend and CPMs. However, subscription revenue grew 13% YoY, driven by upselling to higher-tier plans.
- **Restructuring for efficiency**: Announced $4M annualized cost savings through 22% workforce reduction (e.g., closing Norway office, cutting GuruShots team) and expiration of retention bonuses. Savings to materialize in Q3+.
- **AI strategy momentum**: Zedge Premium GTV +27% YoY, with rewarded video usage up 40%. Launching AI audio creator in Q3/Q4 to diversify monetization.
- **GuruShots turnaround**: Sequential revenue decline slowed to 4%, with focus on optimizing ROAS for existing users. GuruShots 2.0 in ideation phase for long-term growth.

**【CFO Financial Highlights】**
- **Topline performance**: Subscription revenue up 13% YoY, ARPU +9% to $0.078. Zedge Premium GTV reached $700K (vs. $550K last year).
- **Cost control**: COGS stable at 6.4%, SG&A up 9% due to marketing for Zedge Marketplace. Restructuring charges: $0.5M Q2, $1.1M expected in Q3/Q4.
- **Profitability trends**: GAAP net loss narrowed to $0.12M (vs. $9.2M last year). Non-GAAP net loss of $0.01M (vs. $0.04M last year). Adjusted EBITDA negative $0.1M (vs. +$1.5M last year).
- **Liquidity**: $20M cash on hand. Repurchased 245K shares under $5M buyback program.

**【Q&A Key Takeaways】**
- **Ad recovery outlook**: TikTok's return to app stores lifted CPMs, but Q3 is seasonally weaker. Management cautiously optimistic about ad recovery in Q4+.
- **Subscription sustainability**: Lifetime subscriptions front-load costs but yield 100% margin after 2.5 years. Diversified tiers (annual, monthly, free) mitigate concentration risk.
- **GuruShots 2.0 roadmap**: No active development yet; ideation phase focused on modernizing infrastructure and monetization models.
- **AI audio launch**: Expected in Q3/Q4 as part of Zedge Marketplace suite, targeting audio creators and personalized content.


Zedge (ZDGE)-12 Mar 25-2025 Q2 Earnings call transcript

Zedge, Inc. (ZDGE) Q1 2025 Earnings Call Transcript

Zedge (ZDGE)-29 Oct 24-2024 Q4 Earnings call transcript

Zedge Inc - Ordinary Shares (ZDGE)-10 Jun 24-2024 Q3 Earnings call transcript

Zedge Inc - Ordinary Shares (ZDGE)-15 Mar 24-2024 Q2 Earnings call transcript

- **Revenue Growth**: 3% YoY driven by Zedge Plus (+10% YoY) and Emojipedia (62% QoQ). ARPMAU up 17% YoY to $0.063.
- **AI Integration Success**: pAInt now global, Zedge Premium GTV +35% YoY. Gen AI app launch planned for 2024.
- **Challenges**: GuruShots revenue down 29% YoY due to Apple privacy rules, MAU decline 10.7% YoY.
- **Financial Health**: Adjusted EBITDA $1.5 million, $18.7M cash, no debt post-loan repayment.

**【CEO Summary Section】**
- **Revenue Growth**: Q1 revenue increased 3% YoY, driven by ad revenue recovery and Zedge Marketplace performance. Zedge Plus subscription revenue rose 10% YoY, with sequential growth for two quarters.
- **Product Highlights**: 
  - pAInt (AI wallpaper maker) now global, testing regional models, and integrated with print-on-demand for merchandise.
  - Zedge Plus iOS launched, contributing to subscription growth and ARPMAU increase.
  - Emojipedia achieved record revenue in November, with new features like emoji text translations and print-on-demand.
  - GuruShots faces challenges from Apple's ATT framework but introduced Battles (casual game) and AI Art Master (AI-driven game) to drive engagement.
- **Strategic Focus**: Scaling marketing investments, building full-stack marketing team, and integrating generative AI across products.

**【CFO Financial Commentary】**
- **Financial Results**: 
  - Total revenue: $7.1 million (3% YoY growth).
  - Subscription revenue: +10% YoY, driven by iOS and Zedge Plus.
  - Zedge Premium GTV: +35% YoY to $421,000.
  - ARPMAU: $0.063 (17% YoY growth).
  - GAAP net income: Nil (vs. -$0.1 million last year).
  - Adjusted EBITDA: $1.5 million (vs. $1 million YoY).
- **Cost Management**: 
  - Cost of revenue: -23% YoY (6.9% of revenue).
  - SG&A: -5.6% YoY to $5.5 million.
  - Cash: $18.7 million (post-Q1) with $2 million loan repaid in November.

**【Q&A Key Highlights】**
- **MAU Stabilization**: CEO emphasizes product innovation (pAInt, Emojipedia features) and marketing to reverse 10.7% YoY MAU decline.
- **Apple Privacy Rules**: GuruShots impacted by ATT framework, but testing SKAd 4.0 and AEM for user acquisition.
- **pAInt Adoption**: Free-to-play model with rewarded videos; stand-alone Gen AI app planned for early 2024.
- **AI Art Master Strategy**: Soft launch in 5 countries, focusing on organic growth via SEO and paid campaigns.
- **Emojipedia Expansion**: New features like emoji translator, emoticons, and print-on-demand; testing subscriptions.
- **Financial Priorities**: ARPMAU growth, cash management, and scaling profitable products like Zedge Plus and pAInt.

Actual							0.01	-0.03	0.04	0.08	0.17	0.13	0.17	0.14	0.16	0.05	0.31	-0.01	0.11	-0.55	0.01	0	0.04	0.03	0.02	0	-0.01	0.06	0	0.07	0.06
Forecast									-0.04	-0.01	0.04	0.05	0.01	0.12	0.12	0.1	-0.12	-0.1	-0.11	-0.08	-0.06	0.03	0.05	0.05	0.04	0.03	0.04	0.02	0.03	-0.02	0.05
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+200.00%	+900.00%	+325.00%	+160.00%	+1600.00%	+16.67%	+33.33%	-50.00%	+358.33%	+90.00%	+200.00%	-587.50%	+116.67%	-100.00%	-20.00%	-40.00%	-50.00%	-100.00%	-125.00%	+200.00%	-100.00%	+450.00%	+20.00%

ZDGE

ZDGE fundamentals

ZDGE Q2 2026 Earnings

Earnings Call

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ZDGE

ZDGE fundamentals

ZDGE Q2 2026 Earnings

Earnings Call

ZDGE Earnings Call Summary for Q2/20264:30 PM on Mar 12, 2026

ZDGE Earnings Call Summary for Q1/202611:00 AM on Dec 12, 2025

ZDGE Earnings Call Summary for Q4/20254:30 PM on Oct 28, 2025

ZDGE Earnings Call Summary for Q3/20254:30 PM on Jun 12, 2025

ZDGE Earnings Call Summary for Q2/20254:30 PM on Mar 12, 2025

You can ask Aime