Ziff Davis, Inc. (ZD)
Ziff Davis: This Incredibly Cheap Cash Machine Is Hiding In Plain Sight
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, Inc. (ZD) Q2 2026 Earnings Call Transcript
Ziff Davis Q2 Earnings Call Highlights
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.
Ziff Davis, Inc. (ZD) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Ziff Davis, Inc. (ZD) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Ziff Davis Q1 Earnings Call Highlights
Ziff Davis NASDAQ: ZD reported a modest decline in first-quarter 2026 revenue from continuing operations, while management emphasized a broader shift in capital allocation that includes stock repurchases, selective acquisitions and potential asset monetization.
Ziff Davis, Inc. (ZD) Q1 2026 Earnings Call Transcript
Ziff Davis, Inc. (ZD) Q1 2026 Earnings Call Transcript
Ziff Davis (ZD) Tops Q1 Earnings Estimates
Ziff Davis (ZD) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $1.14 per share a year ago.
Ziff Davis's $1.2B Deal: A Masterclass in Unlocking Value
On March 3, 2026, the market received a powerful reminder that immense value can hide in plain sight. Shares of digital media company Ziff Davis NASDAQ: ZD, which had been trading in a frustratingly sideways pattern for months, suddenly ignited.
Ziff Davis, Inc. (ZD) Discusses Sale of Connectivity Business to Accenture and Strategic Implications Transcript
Ziff Davis, Inc. (ZD) Discusses Sale of Connectivity Business to Accenture and Strategic Implications Transcript
Ziff Davis Q4: Deep Value With Catalysts On The Horizon
Ziff Davis Q4: Deep Value With Catalysts On The Horizon
Ziff Davis, Inc. (ZD) Q4 2025 Earnings Call Transcript
Ziff Davis, Inc. (ZD) Q4 2025 Earnings Call Transcript
Ziff Davis, Inc. (ZD) Presents at UBS Global Technology and AI Conference 2025 Transcript
Ziff Davis, Inc. (ZD) Presents at UBS Global Technology and AI Conference 2025 Transcript
