Ziff Davis Q1 revenue falls on on technology, shopping segment weakness

Ziff Davis

07/05/2026 23:11

Overview

US digital media firm's Q1 revenue fell and missed analyst expectations

Adjusted EPS and adjusted net income for Q1 also missed analyst expectations

Company spent $51.6 mln on share repurchases and is deferring 2026 guidance

Outlook

Company is deferring fiscal 2026 guidance as it evaluates strategic options, including divestitures

Result Drivers

TECHNOLOGY & SHOPPING DECLINE - Technology & Shopping segment revenue fell 12.9% year-over-year, weighing on overall results

SEGMENT PERFORMANCE VARIATION - Co said Q1 results reflected strength in some businesses and headwinds in others, per CEO Vivek Shah

Company press release: ID:nBw63lT80a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Miss
$267.60 mln
$279.22 mln (5 Analysts)
Q1 Adjusted EPS
Miss
$0.73
$0.84 (4 Analysts)
Q1 Adjusted Net Income
Miss
$27.50 mln
$32.16 mln (6 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy."

Wall Street's median 12-month price target for Ziff Davis Inc is $45.50, about 4.2% above its May 6 closing price of $43.68

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 5 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)