Ziff Davis Q4 revenue misses estimates

Ziff Davis

23/02/2026 23:09

Overview

Digital media firm's Q4 revenue fell 1.5% yr/yr, missing analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company repurchased $60.6 mln in shares during Q4 2025

Outlook

Company defers fiscal 2026 guidance amid ongoing evaluations of potential division sales

Result Drivers

LOSS ON SALE - Net income impacted by $58 mln pre-tax loss on sale of business and $19.7 mln loss on equity method investment

SEGMENT GROWTH - Health & Wellness and Connectivity segments saw revenue increases of 8.6% and 11.2% respectively

Company press release: ID:nBw2YfWH2a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$406.70 mln
$416.37 mln (7 Analysts)
Q4 Adjusted EPS
Miss
$2.56
$2.71 (6 Analysts)
Q4 EPS
$0.01
Q4 Adjusted Net Income
Miss
$100.50 mln
$109.04 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 $40.00, about 35.4% above its February 23 closing price of $29.55

The stock recently traded at 4 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.)