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Jun 30, 2025
Ziff Davis Q2 2025 Earnings Report
Ziff Davis reported strong second quarter 2025 financial results, exceeding expectations with significant revenue growth and improved profitability across key segments.
Key Takeaways
Ziff Davis delivered a robust performance in the second quarter of 2025, with total revenues increasing by 9.8% year-over-year to $352.2 million, marking its strongest quarterly revenue growth since 2021. Income from operations rose by 17.2% to $33.5 million, and Adjusted EBITDA increased by 11.8% to $107.7 million. The company's new segment reporting highlighted breakthrough results in its Connectivity and Health & Wellness businesses, contributing significantly to the overall positive outcome.
Total revenues for Q2 2025 increased by 9.8% to $352.2 million compared to Q2 2024, marking the strongest quarterly revenue growth since 2021.
Income from operations grew by 17.2% to $33.5 million, demonstrating improved operational efficiency.
Adjusted EBITDA increased by 11.8% to $107.7 million, reflecting strong underlying business performance.
The Connectivity and Health & Wellness segments showed breakthrough results, contributing significantly to the overall revenue growth.
Revenue by Segment
Forward Guidance
Ziff Davis reaffirmed its full fiscal year 2025 guidance, projecting revenues between $1,442 million and $1,502 million, Adjusted EBITDA between $505 million and $542 million, and Adjusted diluted EPS between $6.64 and $7.28.
Positive Outlook
- Reaffirmed full-year revenue guidance indicates continued growth expectations.
- Reaffirmed Adjusted EBITDA guidance suggests sustained profitability.
- Reaffirmed Adjusted diluted EPS guidance points to healthy earnings per share.
- The company's strong Q2 performance provides a solid foundation for achieving full-year targets.
- Focus on key business segments like Connectivity and Health & Wellness is expected to drive future growth.
Challenges Ahead
- Guidance ranges indicate potential variability in future performance.
- Reconciliation of forward-looking non-GAAP measures to GAAP is not available, limiting transparency.
- Economic uncertainties, including potential downturns or recessions, could impact future results.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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