Ziff Davis earns a 'strong buy' rating, driven by its private-equity-like strategy of acquiring, improving, and selling digital assets at premiums. ZD's aggressive share buyback program has boosted adjusted EPS by 13.2% YoY despite modest revenue and EBITDA declines, highlighting capital allocation strength. The $1.216 billion sale of ZD's Connectivity division to Accenture nearly matched its pre-announcement equity value, underscoring portfolio undervaluation.
Ziff Davis, Inc. (ZD) Q2 2026 Earnings Call Transcript
Ziff Davis NASDAQ: ZD said its second-quarter results reflected continued pressure in search-driven advertising businesses, partially offset by growth in several operating areas, while the company moved to reshape its capital structure following the sale of its Connectivity business.
| Media Industry | Communication Services Sector | Vivek R. Shah CEO | XFRA Exchange | 48123V102 CUSIP |
| US Country | 3,900 Employees | 17 May 2019 Last Dividend | 25 May 2006 Last Split | 21 Jul 1999 IPO Date |
Ziff Davis, Inc., along with its subsidiaries, is an American corporation specializing in internet information and services across a variety of sectors including technology, health and wellness, entertainment, and cybersecurity. The company has a broad international presence, offering its diverse array of services and products in the United States, Canada, Ireland, and other global markets. Initially known as j2 Global, Inc., it rebranded to Ziff Davis, Inc. in October 2021. Since its incorporation in 2014, the company has positioned itself as a pivotal player in the digital space, operating through two main segments: Digital Media, and Cybersecurity and Martech. Headquartered in New York, New York, Ziff Davis is committed to delivering high-quality, relevant content and services to its vast consumer and business customer base.
The Digital Media segment encompasses a portfolio of well-known web properties and applications catered to technology, shopping, entertainment, and health and wellness markets. Notable names under this segment include:
This segment provides cutting-edge, cloud-based subscription services focused on cybersecurity, privacy, and marketing technology solutions. These services are designed for both individual consumers and businesses, enhancing their online security footprint and marketing capabilities. Specific services include: