Ziff Davis(NASDAQ) ZD

Ziff Davis, Inc. helps people find shopping deals and technology news. It makes tools that protect privacy and help businesses find customers. These services solve problems for shoppers and professional firms.

What Does Ziff Davis Do?

• Technology & Shopping: Digital media brands providing tech information and shopping discounts; earned $76.8 million in revenue for the three months ended June 30, 2026.
• Gaming & Entertainment: Websites and digital stores for video games and software; generated $46.6 million in revenue for the three months ended June 30, 2026.
• Health & Wellness: Online portfolios offering health information and diet tracking tools; generated $94.7 million in revenue for the three months ended June 30, 2026.
• Cybersecurity & Martech: Subscription-based software for online security and marketing; earned $68.7 million in revenue for the three months ended June 30, 2026.

Big Moves and Recent Sales

• Completed the sale of the Connectivity business to Accenture Inc. for $1.2 billion in cash on June 17, 2026.
• Acquired several businesses that contributed $7.1 million in incremental revenue for the three months ended June 30, 2026.
• Expanded the company stock repurchase program to a total of 25 million shares in February 2026.
• Exchanged $400.9 million of older convertible debt for $263.1 million in new notes and $135.0 million in cash in July 2024.

How the Company Competes

Ziff Davis improves its profit margins by focusing on advertising shown on its own websites rather than third-party platforms. It uses its diverse portfolio to combine advertising revenue with steady income from cloud-based subscriptions for security and marketing tools.

A Look at the Numbers

• Total revenue was $286.7 million for the three months ended June 30, 2026, down 2.7% year over year.
• Net income reached $624.5 million in the second quarter of 2026, primarily due to gains from the Connectivity sale.
• The company recorded a goodwill impairment of $54.8 million for the Health & Wellness segment during the three months ended June 30, 2026.
• Cash and cash equivalents grew to $1.6 billion as of June 30, 2026.
• Net loss from continuing operations was $52.2 million for the three months ended June 30, 2026.

Bottom Line

Ziff Davis has shifted its portfolio to focus on high-value digital media and cybersecurity services. Its strategy of combining owned content with subscription-based tools supports its long-term operational path.