
Zedge, Inc. (ZDGE) Q1 2026 Earnings Call Transcript
Zedge, Inc. (ZDGE) Q1 2026 Earnings Call Transcript
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Zedge, Inc. (ZDGE) Q1 2026 Earnings Call Transcript

Active subscriptions1 reached a record 1.1 million, up 54% year-over-year; subscription revenue grew 29% year-over-year; ARPMAU1 grew 29% year-over-year Revenue returned to growth at 6%, GAAP and Non-GAAP EPS2 of $0.06 and $0.07, respectively Repurchased 240,000 shares and paid first quarterly dividend NEW YORK, NY / ACCESS Newswire / December 12, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced results for its first quarter fiscal 2026, ended October 31, 2025. Jonathan Reich, Zedge's CEO, commented: "Zedge delivered a solid start to fiscal 2026 with a return to topline growth even as we continued to navigate the anticipated headwinds at Emojipedia and GuruShots.

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NEW YORK, NY / ACCESS Newswire / December 2, 2025 / Zedge, Inc. (NYSE American:ZDGE) will report financial and operational results for its First Fiscal Quarter, 2026, ending on October 31, 2025. Zedge's earnings release will be filed on Form 8-K and posted on the Zedge investor relations website (investor.zedge.net) at approximately 6:30 AM Eastern on December 12, 2025.

Zedge, Inc. (NYSE:ZDGE ) Q4 2025 Earnings Call October 28, 2025 11:00 AM EDT Company Participants Brian Siegel - Managing Director Jonathan Reich - CEO & President Yi Tsai - CFO & Treasurer Conference Call Participants Allen Klee - Maxim Group LLC, Research Division Presentation Operator Good day, and welcome to Zedge's Earnings Conference Call for the Fourth Quarter and End of Year Fiscal 2025 results. [Operator Instructions] I will now turn the call over to Brian Siegel.

Active subscriptions1 reached a record 984K, up 47% year-over-year; subscription revenue grew 21% year-over-year ARPMAU1 grew 17% year-over-year Repurchased 640,000 shares during Q4 and 1.3 million in the fiscal year Introduced first dividend post year-end NEW YORK, NY / ACCESS Newswire / October 28, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced results for its fourth quarter and full year fiscal 2025, ended July 31, 2025. Jonathan Reich, Zedge's CEO, commented: "We closed the year with solid operating performance, healthy underlying metrics and positive cash flow.

New customer wins underscore accelerating adoption of custom, rights-cleared visual content Zedge's global creator community, including GuruShots and Zedge Marketplace contributors, fulfills bespoke customer requests at scale Enhancements to search tool improve discovery of contextually relevant content needed to fulfil customer requests NEW YORK, NY / ACCESS Newswire / October 20, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced growing demand for Dataseeds.AI , its B2B offering that provides developers of foundational AI models and enterprises with a source of scalable, commercial-grade on-demand, rights-cleared image datasets for AI training. Customers include leading AI companies.

NEW YORK, NY / ACCESS Newswire / October 20, 2025 / Zedge, Inc. (NYSE American:ZDGE) will report financial and operational results for its Fourth Quarter & End of Fiscal Year 2025 results, ending July 31, 2025. Zedge's earnings release will be filed on Form 8-K and posted on the Zedge investor relations website (investor.zedge.net) at approximately 6:30 AM Eastern on October 28, 2025.

Strong cash position, debt free balance sheet, ongoing free cash flow generation and share repurchase program highlight confidence in long-term growth and innovation strategy NEW YORK, NY / ACCESS Newswire / October 14, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced that its Board of Directors has approved the initiation of a quarterly cash dividend program, expanding the Company's capital return initiatives to further enhance shareholder value. Jonathan Reich, Zedge's CEO, commented: "The initiation of a quarterly dividend reflects our confidence in Zedge's long-term growth prospects, ability to generate free cash flow and strong balance sheet.

New York, New York--(Newsfile Corp. - October 10, 2025) - Zedge, Inc. (NYSE American: ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, announced today that CEO Jonathan Reich will be presenting at the LD Micro Main Event XIX at the Hotel del Coronado in San Diego on October 20, 2025. Date: Monday October 20, 2025 Time: 1:30 PM Eastern/10:30 AM Pacific Location: Track 1 Webcast Registration and Participation: https://ldmicrocasts.com/ Register for the conference here 1:1's with Zedge can be scheduled through the conference portal.

New SynCat app showcases AI-driven product development strategy; conceived and built in weeks by a team of two using AI and vibe coding NEW YORK, NY / ACCESS Newswire / October 9, 2025 / (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced the next step in its AI evolution with the formation of a dedicated Product Innovation Team charged with leveraging the power of AI to rapidly ideate, validate and deploy new product concepts at a fraction of the time and cost of traditional development. Jonathan Reich, Zedge's CEO, commented: "Zedge is embracing a new chapter where AI is the engine behind more and more of what we do.

NEW YORK, NY / ACCESS Newswire / October 6, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, announces the launch of Tapedeck , a groundbreaking new music app and service designed to give musicians more control and fairer compensation for their work. Since 2017, Zedge has made it easier for creators across the globe to make a living making art through its thriving Zedge Premium marketplace, paying out millions of dollars each year.

Zedge, Inc. (NYSE:ZDGE ) Q3 2025 Earnings Conference Call June 12, 2025 4:30 PM ET Company Participants Brian S. Siegel - Managing Director Jonathan Reich - CEO & President Yi Tsai - CFO & Treasurer Conference Call Participants Allen Robert Klee - Maxim Group LLC, Research Division Operator Good day, and welcome to Zedge's Earnings Conference Call for the Third Quarter Fiscal 2025 results.

Active subscribers1 increased 37% to a record of nearly 900,000; subscription revenue increased 13% Cash flow from operations of $0.9 million; Free cash flow2 of $0.8 million after ~$1.0 million of payments mainly related to the global restructuring and the tail end of the GuruShots retention bonus Revenue returned to growth despite the TikTok ban in the U.S. at the start of the quarter Launched DataSeeds.AI, a new content marketplace initiative for AI training sets, creating B2B revenue opportunities NEW YORK, NY / ACCESS Newswire / June 12, 2025 / Zedge, Inc. (NYSE American:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced results for its third quarter fiscal 2025, ended April 30, 2025. Jonathan Reich, Zedge's CEO, commented: "Our core business demonstrated strong momentum, driving a return to revenue growth in Q3 and highlighting its resilience despite the impact on the ad market resulting from TikTok's temporary U.S. ban and tariff-related uncertainty that caused macroeconomic volatility.

Squarepoint Ops LLC purchased a new stake in Zedge, Inc. (NYSEAMERICAN:ZDGE – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 26,261 shares of the company’s stock, valued at approximately $71,000. Squarepoint Ops LLC owned approximately 0.19% of Zedge at the end of the most recent quarter. Separately, Jane Street Group LLC acquired a new stake in shares of Zedge during the fourth quarter valued at about $53,000. Institutional investors and hedge funds own 29.37% of the company’s stock. Zedge Stock Up 1.2% Shares of Zedge stock opened at $2.63 on Wednesday. The firm’s 50-day simple moving average is $2.28. The firm has a market capitalization of $35.82 million, a P/E ratio of -3.93 and a beta of 1.25. Zedge, Inc. has a 1-year low of $1.73 and a 1-year high of $4.37. About Zedge (Free Report) Zedge, Inc builds digital marketplaces and competitive games around content that people use to express themselves. It offers the Zedge Ringtones and Wallpapers app, a freemium digital content marketplace that provides a wide array of mobile personalization content, including mobile phone wallpapers, video wallpapers, ringtones, and notification sounds.

Dataset establishes new AI training benchmarks as detailed in accompanying research paper NEW YORK, NY / ACCESS Newswire / June 9, 2025 / Zedge, Inc. (NYSE American:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced the release of a new foundational image dataset - DataSeeds.AI Sample Dataset (DSD) - purpose-built for computer vision and generative AI model training. The dataset was created in partnership with Perle.ai and Émet Research and represents a major step forward in data-centric AI image development.

Strategic expansion into the B2B AI content licensing market Taps into Zedge's massive creator community and its content catalog of tens of millions of images Leading foundational AI model developer inks first content dataset deal with DataSeeds.AI NEW YORK, NY / ACCESS Newswire / June 5, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced a significant strategic expansion into the business-to-business (B2B) content marketplace with the launch of DataSeeds.AI. Jonathan Reich, CEO of Zedge, commented: "DataSeeds.AI marks a profound evolution of our business model and builds on Zedge's extensive know-how in the direct-to-consumer marketplace vertical.

NEW YORK, NY / ACCESS Newswire / June 2, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced that CEO Jonathan Reich will participate in a fireside chat at the "2025 Virtual Tech Conference: Discover the Innovations Reshaping Tomorrow," presented by Maxim Group LLC, on Thursday, June 5th at 11:30 a.m. EDT. This conference will be live on M-Vest.

NEW YORK, NY / ACCESS Newswire / April 4, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provides content, enables creativity, empowers self-expression and facilitates community, today announced that it will be presenting at the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub on Wednesday, April 23, 2025 at 1:30PM PST (Local)/4:30PM EST. Jonathan Reich, Zedge's CEO, will be hosting the presentation and answering questions at the conclusion.

Zedge, Inc. (NYSE:ZDGE ) Q2 2025 Earnings Conference Call March 12, 2025 4:30 PM ET Company Participants Brian Siegel - Investor Relations Jonathan Reich - Chief Executive Officer Yi Tsai - Chief Financial Officer Conference Call Participants Allen Klee - Maxim Group Operator Good day and welcome to Zedge's Earnings Conference Call for the Second Quarter Fiscal 2025 Results. During management's prepared remarks, all participants will be in a listen-only mode.