New Risk • Jul 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 9.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.4% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.5% net profit margin). Significant insider selling over the past 3 months (€1.5m sold). Aankondiging • Jun 18
Accenture, Inc completed the acquisition of Ookla, LLC from Ziff Davis, Inc. (NasdaqGS:ZD). Accenture, Inc entered into a definitive agreement to acquire Ookla, LLC from Ziff Davis, Inc. (NasdaqGS:ZD) for $1.2 billion on March 2, 2026. The consideration will be paid in cash and is subject to certain customary adjustments. The acquisition brands includes Ookla, Speedtest, Ekahau, Downdetector, and RootMetrics. Ziff Davis will continue to own and operate the Connectivity division until the transaction is completed. For the period ending December 31, 2025, Ookla, LLC reported total revenue of $231 million.
The acquisition is subject to customary closing conditions, including the receipt of required regulatory approvals. The transaction is subject to Hart-Scott-Rodino Antitrust Improvements Act of 1976. The transaction is approved by Ziff Davis board of directors. The transaction is expected to close in the coming months. Ziff Davis plans to utilize the proceeds of the transaction for general corporate purposes and to fund its robust capital allocation activities in accordance with the terms of the Ziff Davis' outstanding debt securities.
Citigroup Inc. acted as financial advisor to Ziff Davis, Inc. Evercore Group L.L.C. acted as financial advisor to Ziff Davis, Inc. David M. Klein, Andrew Norwich, Daniel E. Wolf, Sara B. Zablotney, J. Robert Fowler, Sophia Hudson, Zoey Hitzert, Daniel K. Zach and Daisy L. Darvall of Kirkland & Ellis LLP acted as legal advisor to Ziff Davis, Inc.
Accenture, Inc completed the acquisition of Ookla, LLC from Ziff Davis, Inc. (NasdaqGS:ZD) on June 17, 2026. Recent Insider Transactions • Jun 08
Executive VP recently sold €326k worth of stock On the 5th of June, Jeremy Rossen sold around 8k shares on-market at roughly €40.70 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €659k more than they bought in the last 12 months. Aankondiging • Apr 15
Ziff Davis, Inc. to Report Q1, 2026 Results on May 07, 2026 Ziff Davis, Inc. announced that they will report Q1, 2026 results at 6:00 AM, US Eastern Standard Time on May 07, 2026 Aankondiging • Mar 27
Ziff Davis, Inc., Annual General Meeting, May 06, 2026 Ziff Davis, Inc., Annual General Meeting, May 06, 2026. Aankondiging • Mar 03
Accenture, Inc entered into a definitive agreement to acquire Ookla, LLC from Ziff Davis, Inc. (NasdaqGS:ZD) for $1.2 billion. Accenture, Inc entered into a definitive agreement to acquire Ookla, LLC from Ziff Davis, Inc. (NasdaqGS:ZD) for $1.2 billion on March 2, 2026. The consideration will be paid in cash and is subject to certain customary adjustments. The acquisition brands includes Ookla, Speedtest, Ekahau, Downdetector, and RootMetrics. Ziff Davis will continue to own and operate the Connectivity division until the transaction is completed. For the period ending December 31, 2025, Ookla, LLC reported total revenue of $231 million.
The acquisition is subject to customary closing conditions, including the receipt of required regulatory approvals. The transaction is subject to Hart-Scott-Rodino Antitrust Improvements Act of 1976. The transaction is approved by Ziff Davis board of directors. The transaction is expected to close in the coming months. Ziff Davis plans to utilize the proceeds of the transaction for general corporate purposes and to fund its robust capital allocation activities in accordance with the terms of the Ziff Davis' outstanding debt securities.
Citigroup Inc. acted as financial advisor to Ziff Davis, Inc. Evercore Group L.L.C. acted as financial advisor to Ziff Davis, Inc. David M. Klein, Andrew Norwich, Daniel E. Wolf, Sara B. Zablotney, J. Robert Fowler, Sophia Hudson, Zoey Hitzert, Daniel K. Zach and Daisy L. Darvall of Kirkland & Ellis LLP acted as legal advisor to Ziff Davis, Inc. Aankondiging • Feb 02
Ziff Davis, Inc. to Report Q4, 2025 Results on Feb 23, 2026 Ziff Davis, Inc. announced that they will report Q4, 2025 results at 6:00 PM, US Eastern Standard Time on Feb 23, 2026 Aankondiging • Oct 21
Ziff Davis Appoints J.T. Farley Director of Investor Relations Ziff Davis, Inc. has appointed J.T. Farley Director of Investor Relations. In this role, Mr. Farley will lead engagement with the investment community and communicate the company’s strategy, growth story, and financial performance. He will report to Bret Richter, Chief Financial Officer of Ziff Davis. Mr. Farley brings to Ziff Davis more than 15 years of experience in investor relations and strategic communications, primarily supporting public companies. He was Managing Director, Investor Relations at Cowen, where he led global investor relations. Mr. Farley also led investor relations and corporate communications for ITG and held sales and marketing roles at Bank of America and E*TRADE. He began his career in financial media at CNBC Asia. Prior to joining Ziff Davis, Mr. Farley also served as a diplomat with the U.S. Department of State. Mr. Farley holds an M.B.A. from NYU Stern School of Business, a B.S. in Foreign Service from Georgetown University, and an M.A. in Asian Politics from the University of Hong Kong. Aankondiging • Oct 16
Ziff Davis, Inc. to Report Q3, 2025 Results on Nov 06, 2025 Ziff Davis, Inc. announced that they will report Q3, 2025 results at 6:00 PM, US Eastern Standard Time on Nov 06, 2025 Aankondiging • Aug 07
Ziff Davis, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025 Ziff Davis, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the year, the company expects revenue of $1,442 million to $1,502 million. Aankondiging • Jul 16
Ziff Davis, Inc. to Report Q2, 2025 Results on Aug 06, 2025 Ziff Davis, Inc. announced that they will report Q2, 2025 results at 6:00 PM, US Eastern Standard Time on Aug 06, 2025 Aankondiging • Jul 04
Ziff Davis, Inc. (NasdaqGS:ZD) acquired Well+Good, LLC from Leaf Group Ltd. Ziff Davis, Inc. (NasdaqGS:ZD) acquired Well+Good, LLC from Leaf Group Ltd. in the second quarter of 2025. In a separate agreements, Ziff Davis, Inc acquired Forensic and Compliance Systems and Email Industries. The financial impact to Ziff Davis is not expected to be material with respect to the acquisitions.
Ziff Davis, Inc. (NasdaqGS:ZD) completed the acquisition of Well+Good, LLC from Leaf Group Ltd. in the second quarter of 2025. Aankondiging • May 09
Ziff Davis, Inc. Reaffirms Earnings Guidance for 2025 Ziff Davis, Inc. reaffirmed earnings guidance for 2025. For the period, the company expects revenue in the range of $1,442 million to $1,502 million. Aankondiging • Apr 22
Ziff Davis Appoints John Ingram as SVP, Corporate Finance and Development Ziff Davis, Inc. has named John Ingram Senior Vice President, Corporate Finance and Development, overseeing global activities related to mergers and acquisitions and working with corporate leadership on strategic planning, capital allocation, capital markets transactions, and stakeholder engagement. He will report to Bret Richter, Chief Financial Officer of Ziff Davis. Mr. Ingram brings more than 18 years of M&A and corporate finance experience with a focus on the media and technology sectors. Prior to joining Ziff Davis, Mr. Ingram co-founded Aliri Capital, an independent sponsor focused on investing in lower middle market B2B services and tech-enabled services companies. Before Aliri, Mr. Ingram spent nearly a decade in Morgan Stanley’s Investment Banking division, where he was part of the Media & Communications and Financial Sponsors coverage groups. Mr. Ingram has also held roles at Ernst & Young, Dixon Hughes (now FORVIS), and the Royal Bank of Scotland. Mr. Ingram holds an M.B.A. from the University of Virginia'sDarden School of Business and a B.S. in Business Administration and an M.A. in Accounting from the University of North Carolina at Chapel Hill. Aankondiging • Apr 17
Ziff Davis, Inc. to Report Q1, 2025 Results on May 08, 2025 Ziff Davis, Inc. announced that they will report Q1, 2025 results at 6:00 PM, US Eastern Standard Time on May 08, 2025 Aankondiging • Mar 28
Ziff Davis, Inc., Annual General Meeting, May 07, 2025 Ziff Davis, Inc., Annual General Meeting, May 07, 2025. Aankondiging • Feb 25
Ziff Davis, Inc. Provides Financial Guidance for the Full Year 2025 Ziff Davis, Inc. provided financial guidance for the full year 2025. For the period, the company expected revenue to be in the range of $1,442 million to $1,502 million. Aankondiging • Feb 10
Ziff Davis, Inc. to Report Q4, 2024 Results on Feb 24, 2025 Ziff Davis, Inc. announced that they will report Q4, 2024 results at 6:00 PM, US Eastern Standard Time on Feb 24, 2025 Aankondiging • Nov 27
Ziff Davis, Inc. Appoints Lori Tansley as Chief Accounting Officer, Effective from December 2, 2024 Ziff Davis, Inc. announced the appointment of Lori Tansley as Chief Accounting Officer. She will be part of Ziff Davis’ executive leadership team, leading Ziff Davis’ global accounting and public reporting functions. Her first day at Ziff Davis will be December 2, 2024. Most recently, Ms. Tansley was SVP and Chief Accounting Officer of Ankura Consulting Group, LLC. There, she led a global team responsible for business controllership, corporate consolidation, technical accounting, tax compliance, statutory reporting, contract administration, financial systems, finance operations, and shared services. Prior to Ankura, Ms. Tansley worked at Moody’s Corporation as Managing Director - Digital Finance Transformation Leader, at Affinion Group, Inc., as SVP and Chief Accounting Officer, and in a variety of finance and accounting roles at General Electric Company (“GE”) for nearly two decades, most recently as its Managing Director - Global Technical Advisor, GE Capital Audit. Prior to GE, Ms. Tansley launched her career at PricewaterhouseCoopers, LLP. Ms. Tansley has a Bachelor’s of Business Administration from the Lubin School of Business at Pace University. She is a Certified Public Accountant in New York. Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €54.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Interactive Media and Services industry in Europe. Total loss to shareholders of 50% over the past three years. Reported Earnings • Nov 09
Third quarter 2024 earnings released: US$1.11 loss per share (vs US$0.67 loss in 3Q 2023) Third quarter 2024 results: US$1.11 loss per share (further deteriorated from US$0.67 loss in 3Q 2023). Revenue: US$353.6m (up 3.7% from 3Q 2023). Net loss: US$48.6m (loss widened 57% from 3Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings. Aankondiging • Oct 17
Ziff Davis, Inc. to Report Q3, 2024 Results on Nov 07, 2024 Ziff Davis, Inc. announced that they will report Q3, 2024 results at 6:00 PM, US Eastern Standard Time on Nov 07, 2024 Aankondiging • Oct 02
Ziff Davis, Inc. (NasdaqGS:ZD) completed the acquisition of CNET Networks, Inc. from Red Ventures, LLC. Ziff Davis, Inc. (NasdaqGS:ZD) agreed to acquire CNET Networks, Inc. from Red Ventures, LLC for $150 million on August 5, 2024. Transaction is subject to required regulatory approval and other customary closing conditions and is expected to close in the third quarter of 2024. Wells Fargo Securities, LLC acted as financial advisor to Red Ventures, LLC.
Ziff Davis, Inc. (NasdaqGS:ZD) completed the acquisition of CNET Networks, Inc. from Red Ventures, LLC in Third quarter of 2024. Aankondiging • Sep 23
Ziff Davis, Inc.(NasdaqGS:ZD) dropped from S&P 400 Communication Services (Sector) Ziff Davis, Inc.(NasdaqGS:ZD) dropped from S&P 400 Communication Services (Sector) Reported Earnings • Aug 08
Second quarter 2024 earnings released: EPS: US$0.81 (vs US$0.36 in 2Q 2023) Second quarter 2024 results: EPS: US$0.81 (up from US$0.36 in 2Q 2023). Revenue: US$320.8m (down 1.6% from 2Q 2023). Net income: US$36.9m (up 121% from 2Q 2023). Profit margin: 12% (up from 5.1% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year whereas the company’s share price has fallen by 32% per year. Aankondiging • Aug 08
Ziff Davis, Inc. Reaffirms Financial Guidance for the Fiscal Year 2024 Ziff Davis, Inc. reaffirmed financial guidance for the fiscal year 2024. For the year, the company expects revenue to be in the range of $1,411.0 million to $1,471.0 million. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to €36.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Interactive Media and Services industry in Europe. Total loss to shareholders of 63% over the past three years. Aankondiging • Jul 17
Ziff Davis, Inc. to Report Q2, 2024 Results on Aug 07, 2024 Ziff Davis, Inc. announced that they will report Q2, 2024 results at 6:00 PM, US Eastern Standard Time on Aug 07, 2024 Aankondiging • May 10
Ziff Davis, Inc. Reaffirms Earnings Guidance for Fiscal Year 2024 Ziff Davis, Inc. reaffirmed earnings guidance for fiscal year 2024. For the year, the company expects revenue in the range of $1,411.0 million to $1,471.0 million. Reported Earnings • May 09
First quarter 2024 earnings released: EPS: US$0.23 (vs US$0.16 loss in 1Q 2023) First quarter 2024 results: EPS: US$0.23 (up from US$0.16 loss in 1Q 2023). Revenue: US$629.0m (up 105% from 1Q 2023). Net income: US$21.3m (up US$28.9m from 1Q 2023). Profit margin: 3.4% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year and the company’s share price has also fallen by 20% per year. Aankondiging • Apr 23
Ziff Davis, Inc. Appoints Kate Gutman as Executive Vice President, General Manager, of Its Technology Media Businesses Ziff Davis, Inc. named Kate Gutman Executive Vice President, General Manager, of its technology media group, which includes PCMag, Mashable, Lifehacker, and Spiceworks. She will report to Steve Horowitz, president of Ziff Davis’ Technology and Shopping Division. In her previous role as Senior Vice President of Content Ventures at Gannett, Ms. Gutman led a portfolio of digital growth businesses and new ventures with a mission to help attract new audiences, grow organic revenue, and expand traditional revenue streams through areas including affiliate commerce, video, brand licensing, and new subscription products. Prior to Gannett, Ms. Gutman led the digital business for A+E Television Networks International and was responsible for growing the company’s digital revenue via content distribution business, launching its first international SVOD service, and relaunching the History En Espanol TV channel domestically. Earlier in her career, Ms. Gutman also held senior digital and business strategy roles at Reader's Digest/Trusted Brands, Rodale, Bertelsmann, and Lagardère Group. Ms. Gutman is a graduate of Columbia University, where she received her M.B.A. in management and her B.A. in economics. Aankondiging • Apr 19
Ziff Davis, Inc. to Report Q1, 2024 Results on May 08, 2024 Ziff Davis, Inc. announced that they will report Q1, 2024 results at 6:00 PM, US Eastern Standard Time on May 08, 2024 Recent Insider Transactions • Mar 06
Executive VP recently sold €267k worth of stock On the 29th of February, Jeremy Rossen sold around 4k shares on-market at roughly €64.23 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €493k more than they sold in the last 12 months. Aankondiging • Feb 22
Ziff Davis, Inc. Provides Revenue Guidance for the Full Year 2024 Ziff Davis, Inc. provided revenue guidance for the full year 2024. For the period, the company expected revenue to be in the range of $1,411 million to $1,471 million. Reported Earnings • Feb 22
Full year 2023 earnings released: EPS: US$0.89 (vs US$1.39 in FY 2022) Full year 2023 results: EPS: US$0.89 (down from US$1.39 in FY 2022). Revenue: US$1.36b (down 1.9% from FY 2022). Net income: US$41.5m (down 37% from FY 2022). Profit margin: 3.0% (down from 4.7% in FY 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings. Aankondiging • Feb 01
Ziff Davis, Inc. to Report Q4, 2023 Results on Feb 21, 2024 Ziff Davis, Inc. announced that they will report Q4, 2023 results at 6:00 PM, US Eastern Standard Time on Feb 21, 2024 Aankondiging • Jan 12
Ziff Davis, Inc. Appoints Neville Ray to its Board of Directors, Compensation Committee and Environmental, Social and Governance Committee Ziff Davis, Inc. announced the appointment of Neville Ray to its Board of Directors, effective January 9, 2024. Mr. Ray will serve on the Compensation Committee and the Environmental, Social and Governance Committee of the Board. Ray is an accomplished telecommunications industry executive. From 2000 to 2023, Ray worked at T-Mobile USA, most recently serving as its President of Technology and Chief Technology Officer. Previously, he was T-Mobile USA’s Chief Network Officer and served as its Vice President Engineering and Operations prior to that. Ray currently serves on the U.S. President’s National Security Telecommunications Advisory Committee. He previously served on the board of the Cellular Telecommunications Industry Association, as a former chairperson and board member of the 5G Americas Wireless Association, and as a member of the FCC’s Communications, Security, Reliability and Interoperability Council. Ray is an Honors graduate in Engineering from the City University of London. Mr. Ray is expected to stand for election to the Board at the Company's 2024 Annual Meeting of Stockholders to be held in May 2024. Aankondiging • Nov 17
Ziff Davis, Inc. Appoints Kirk McDonald to its Board of Directors Ziff Davis, Inc. announced the appointment of Kirk McDonald to its Board of Directors, effective November 15, 2023. McDonald is a highly accomplished executive with extensive experience and a career spanning more than three decades in media, technology, and advertising. McDonald serves as CEO of GroupM North America, a leading media investment agency. He announced that he will leave the role at year end. Prior to this, he was Chief Business Officer of Warner Media’s Xandr when it was a division of AT&T. He was also President of Pubmatic, and has held executive level leadership roles at Time Inc., the Aquantive division of Microsoft, and CNET Networks. McDonald currently serves on the board of Elanco, and is a founding member of the Black Executive CMO Alliance. He also serves on the boards of directors of industry organizations including the Ad Council (as co-chair), the Paley Center for Media, and the Advertising Week Advisory Council. An alumnus of the City College of New York, Mr. McDonald majored in English as an undergraduate. Reported Earnings • Nov 10
Third quarter 2023 earnings released: US$0.67 loss per share (vs US$0.39 profit in 3Q 2022) Third quarter 2023 results: US$0.67 loss per share (down from US$0.39 profit in 3Q 2022). Revenue: US$341.0m (flat on 3Q 2022). Net loss: US$31.0m (down 270% from profit in 3Q 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Aankondiging • Oct 19
Ziff Davis, Inc. to Report Q3, 2023 Results on Nov 08, 2023 Ziff Davis, Inc. announced that they will report Q3, 2023 results at 6:00 PM, US Eastern Standard Time on Nov 08, 2023 Aankondiging • Sep 29
Ziff Davis, Inc Announces Resignation of Jon Miller as Member of the Board, as Well as the Compensation Committee and the Environmental, Social and Governance Committee Ziff Davis, Inc. announced on September 25, 2023, Jon Miller notified the board of directors of the company that he intends to resign as a member of the Board, as well as the Compensation Committee and the Environmental, Social and Governance Committee, effective September 25, 2023. His resignation is not the result of any dispute or disagreement with the Company or the Board on any matter relating to the operations, policies or practices of the company. Aankondiging • Aug 10
Ziff Davis, Inc. Announces the Appointment of Jana Barsten to its Board of Directors, Effective November 13, 2023 Ziff Davis, Inc. announced the appointment of Jana Barsten to its Board of Directors, effective November 13, 2023. Barsten is a public accounting executive with deep experience in the internet, software, and services industries. Barsten has had a 37-year public accounting career, most recently as the Global Audit Sector Leader for KPMG’s technology industry practice and as a member of KPMG’s Global TMT board. Her expertise includes IPOs, international expansion, and M&A transactions. Prior to her current role, Barsten led KPMG’s US Technology Industry for audit, a role she had held since 2007. She will retire from KPMG prior to joining the Ziff Davis Board. Barsten currently serves on the Board for the Girl Scouts of Northern California and previously served as the co-chair for the Silicon Valley chapter of Women Corporate Directors. A certified public accountant in California, Barsten received her B.S. in Accounting from San Diego State University. Aankondiging • Aug 04
Ziff Davis, Inc. Reaffirms Revenue Guidance for the Year 2023 Ziff Davis, Inc. reaffirmed revenue guidance for the year 2023. For the year, the company expects revenue of $1,350.0 million $1,408.0 million. Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: US$0.36 (vs US$0.99 loss in 2Q 2022) Second quarter 2023 results: EPS: US$0.36 (up from US$0.99 loss in 2Q 2022). Revenue: US$326.0m (down 3.4% from 2Q 2022). Net income: US$16.7m (up US$63.1m from 2Q 2022). Profit margin: 5.1% (up from net loss in 2Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 9% per year. Aankondiging • Jul 14
Ziff Davis, Inc. to Report Q2, 2023 Results on Aug 03, 2023 Ziff Davis, Inc. announced that they will report Q2, 2023 results at 6:00 PM, US Eastern Standard Time on Aug 03, 2023 Buying Opportunity • Jul 14
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.8%. The fair value is estimated to be €82.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 7.2% in 2 years. Earnings is forecast to grow by 494% in the next 2 years. Recent Insider Transactions • Jun 04
CEO, President & Director recently bought €549k worth of stock On the 30th of May, Vivek Shah bought around 10k shares on-market at roughly €54.90 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Vivek's only on-market trade for the last 12 months. Aankondiging • May 11
Ziff Davis, Inc. Provides Earnings Guidance for the Year 2023 Ziff Davis, Inc. provided earnings guidance for the year 2023. For the year, the company expects revenue of $1,350.0 million $1,408.0 million. Reported Earnings • May 10
First quarter 2023 earnings released: US$0.16 loss per share (vs US$0.52 profit in 1Q 2022) First quarter 2023 results: US$0.16 loss per share (down from US$0.52 profit in 1Q 2022). Revenue: US$307.1m (down 2.5% from 1Q 2022). Net loss: US$7.63m (down 131% from profit in 1Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Buying Opportunity • Feb 18
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be €98.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 37% per annum over the same time period. Reported Earnings • Feb 17
Full year 2022 earnings released: EPS: US$1.39 (vs US$8.74 in FY 2021) Full year 2022 results: EPS: US$1.39 (down from US$8.74 in FY 2021). Revenue: US$1.39b (down 1.8% from FY 2021). Net income: US$65.5m (down 84% from FY 2021). Profit margin: 4.7% (down from 28% in FY 2021). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Aankondiging • Feb 16
Ziff Davis, Inc. Provides Revenue Guidance for Full Year 2023 Ziff Davis, Inc. provided revenue guidance for full year 2023. For the period, the company expects revenue to be $1,350.0 million to $1,408.0 million. Aankondiging • Jan 26
Ziff Davis, Inc. to Report Q4, 2022 Results on Feb 15, 2023 Ziff Davis, Inc. announced that they will report Q4, 2022 results at 6:00 PM, US Eastern Standard Time on Feb 15, 2023 Aankondiging • Jan 11
Ziff Davis Appoints Stephen Bye as President of Its Connectivity Division Ziff Davis, Inc. announced the appointment of Stephen Bye as President of its Connectivity division. He will report to Vivek Shah, Chief Executive Officer of Ziff Davis, and will be part of Ziff Davis’ executive leadership team, overseeing Ookla, Ekahau, RootMetrics, and related properties. His first day at Ziff Davis will be January 23, 2023. Mr. Bye is a broadband and wireless industry veteran, currently serving as the Chief Commercial Officer of DISH Network’s facilities-based wireless network business. He has been instrumental in the development and deployment of DISH’s standalone 5G network. Prior to DISH, Mr. Bye was CEO of Connectivity Wireless, a provider of carrier-grade in-building and venue-based wireless systems. Previously, he was the President of C Spire, a regional wireless and broadband provider. Mr. Bye also served as the Chief Technology Officer of Sprint where he was responsible for the deployment of its LTE-based network. He also held senior roles at Cox Communications, AT&T, Optus Communications, and Telstra. Mr. Bye holds a Bachelor of Engineering degree (Hons.) in electrical engineering from the University of Tasmania (Australia) and a Bachelor of Science degree (Hons.) in banking and finance from the London School of Economics (UK). Recent Insider Transactions • Nov 16
Executive VP recently sold €185k worth of stock On the 10th of November, Jeremy Rossen sold around 2k shares on-market at roughly €84.29 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €43k more than they bought in the last 12 months. Reported Earnings • Nov 12
Third quarter 2022 earnings released: EPS: US$0.39 (vs US$0.14 in 3Q 2021) Third quarter 2022 results: EPS: US$0.39 (up from US$0.14 in 3Q 2021). Revenue: US$341.9m (down 3.7% from 3Q 2021). Net income: US$18.2m (up 169% from 3Q 2021). Profit margin: 5.3% (up from 1.9% in 3Q 2021). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Recent Insider Transactions • Aug 18
Chairman & Independent Lead Director recently bought €99k worth of stock On the 16th of August, Sarah Fay bought around 1k shares on-market at roughly €84.99 per share. This was the largest purchase by an insider in the last 3 months. This was Sarah's only on-market trade for the last 12 months. Reported Earnings • Aug 11
Second quarter 2022 earnings released: US$0.99 loss per share (vs US$0.35 profit in 2Q 2021) Second quarter 2022 results: US$0.99 loss per share (down from US$0.35 profit in 2Q 2021). Revenue: US$337.4m (down 21% from 2Q 2021). Net loss: US$46.4m (down 396% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 5.8%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 16
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$8.44 (up from US$3.24 in FY 2020). Revenue: US$1.42b (down 4.9% from FY 2020). Net income: US$387.5m (up 158% from FY 2020). Profit margin: 27% (up from 10% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.2%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Aankondiging • Jan 07
Ziff Davis, Inc. (NasdaqGS:ZD) acquired Assets of Wireless LAN Professionals Inc. Ziff Davis, Inc. (NasdaqGS:ZD) acquired Assets of Wireless LAN Professionals Inc in the fourth quarter of 2021.
Ziff Davis, Inc. (NasdaqGS:ZD) completed the acquisition of Assets of Wireless LAN Professionals Inc in the fourth quarter of 2021. Recent Insider Transactions • Aug 26
Executive VP recently sold €308k worth of stock On the 24th of August, Jeremy Rossen sold around 3k shares on-market at roughly €113 per share. In the last 3 months, there was an even bigger sale from another insider worth €315k. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS US$0.35 (vs US$0.81 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: US$429.0m (up 30% from 2Q 2020). Net income: US$15.7m (down 59% from 2Q 2020). Profit margin: 3.7% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 17% per year. Recent Insider Transactions • Jun 10
Independent Director recently sold €315k worth of stock On the 7th of June, Douglas Bech sold around 3k shares on-market at roughly €105 per share. In the last 3 months, there was an even bigger sale from another insider worth €430k. Insiders have been net sellers, collectively disposing of €18m more than they bought in the last 12 months. Recent Insider Transactions • May 15
Executive VP recently sold €430k worth of stock On the 12th of May, Jeremy Rossen sold around 4k shares on-market at roughly €101 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €18m more than they bought in the last 12 months. Reported Earnings • May 12
First quarter 2021 earnings released: EPS US$1.75 (vs US$0.13 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$398.2m (up 20% from 1Q 2020). Net income: US$77.8m (up US$84.2m from 1Q 2020). Profit margin: 20% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Aankondiging • May 12
J2 Global, Inc. Revises Revenue Guidance for 2021 J2 Global, Inc. announced that the company has revised revenue guidance from $1,630 million to $1,676 million to $1,676 million to $1,700 million for 2021. Reported Earnings • Mar 04
Full year 2020 earnings released: EPS US$3.24 (vs US$4.52 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$1.49b (up 8.6% from FY 2019). Net income: US$150.0m (down 30% from FY 2019). Profit margin: 10% (down from 16% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 13% per year. Analyst Estimate Surprise Post Earnings • Mar 04
Revenue beats expectations Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 11%, compared to a 26% growth forecast for the Software industry in Germany. Is New 90 Day High Low • Feb 13
New 90-day high: €91.50 The company is up 35% from its price of €68.00 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €156 per share. Reported Earnings • Feb 12
Full year 2020 earnings released: EPS US$3.25 (vs US$4.52 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$1.49b (up 8.6% from FY 2019). Net income: US$150.7m (down 30% from FY 2019). Profit margin: 10% (down from 16% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 13% per year. Analyst Estimate Surprise Post Earnings • Feb 12
Revenue beats expectations Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 8.6%, compared to a 26% growth forecast for the Software industry in Germany. Is New 90 Day High Low • Jan 28
New 90-day high: €83.50 The company is up 46% from its price of €57.00 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €141 per share. Aankondiging • Jan 12
J2 Global, Inc. to Report Q4, 2020 Results on Feb 11, 2021 J2 Global, Inc. announced that they will report Q4, 2020 results at 6:00 PM, US Eastern Standard Time on Feb 11, 2021 Aankondiging • Dec 30
J2 Global, Inc. Passes Robert (Bob) J. Cresci as Board of Directors On December 22, 2020, Robert (Bob) J. Cresci, a director of J2 Global, Inc. passed away. Bob has been a highly valued member of the company’s board of directors since 1998 and also served as the company’s lead independent director. Recent Insider Transactions • Dec 16
Independent Chairman recently sold €16m worth of stock On the 10th of December, Richard Ressler sold around 200k shares on-market at roughly €80.60 per share. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months. Is New 90 Day High Low • Dec 04
New 90-day high: €75.50 The company is up 30% from its price of €58.00 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €125 per share. Analyst Estimate Surprise Post Earnings • Nov 12
Revenue beats expectations Revenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 11%, compared to a 13% growth forecast for the Software industry in Germany. Reported Earnings • Nov 12
Third quarter 2020 earnings released: EPS US$1.31 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$357.0m (up 3.7% from 3Q 2019). Net income: US$60.8m (up 101% from 3Q 2019). Profit margin: 17% (up from 8.8% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Nov 11
Executive VP recently sold €173k worth of stock On the 9th of November, Jeremy Rossen sold around 2k shares on-market at roughly €69.34 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €323k more than they sold in the last 12 months. Is New 90 Day High Low • Nov 05
New 90-day high: €64.50 The company is up 28% from its price of €50.50 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €118 per share. Analyst Estimate Surprise Post Earnings • Nov 05
Revenue beats expectations Revenue exceeded analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the Software industry in Germany. Reported Earnings • Nov 05
Third quarter 2020 earnings released: EPS US$1.32 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$357.0m (up 3.7% from 3Q 2019). Net income: US$60.9m (up 101% from 3Q 2019). Profit margin: 17% (up from 8.8% in 3Q 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Aankondiging • Nov 04
J2 Global, Inc. Raises Revenues Guidance for the Year 2020 J2 Global, Inc. raised revenues guidance for the year 2020. For fiscal year 2020, the Company is increasing its estimates, expecting to achieve revenues between $1.447 billion and $1.462 billion from between $1.380 billion and $1.400 billion.