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Dec 31, 2025
Ziff Davis Q4 2025 Earnings Report
Ziff Davis Q4 2025 Earnings Report
Key Takeaways
Ziff Davis reported a slight decrease in Q4 revenue and Adjusted EBITDA, but achieved significant growth in operating cash flow and free cash flow. Net income was heavily impacted by a $58 million loss on the sale of a business and equity investment losses, while the company continued aggressive share repurchases.
Q4 Revenues decreased by 1.5% to $406.7 million compared to the prior year period.
Net income dropped to $0.4 million primarily due to a pre-tax $58.0 million loss on the sale of a business.
Free cash flow for the quarter increased by 20.4% to $157.8 million.
The company deployed $60.6 million for share repurchases in Q4 and $173.8 million for the full year.
Revenue by Segment
Forward Guidance
Ziff Davis is deferring its fiscal 2026 guidance as it evaluates value-creating opportunities, including the potential sale of entire divisions.
Positive Outlook
- Engaged outside advisors to evaluate value-creating opportunities
- Generated nearly $290 million in annual free cash flow
- Strong conviction in intrinsic value of business units
- Growth in Health & Wellness and Connectivity segments
- Continued execution of share repurchase program
Challenges Ahead
- Deferring fiscal 2026 guidance due to ongoing strategic review
- Uncertain U.S. and worldwide economic conditions
- Potential for supply chain disruptions and inflationary pressures
- Reliance on third-party platforms and threat of content piracy
Historical Earnings Impact
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Avg. Return Before/After Earnings
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