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Zedge, Inc. furnished an investor presentation that updates investors on recent performance, strategy and capital allocation. The company describes a capital‑efficient mobile app business with mid‑90% gross margins, about 20M+ monthly active users and roughly 1.3M active subscriptions.
For the first half of fiscal 2026, revenue grew 9% versus the prior year, while a financial snapshot highlights YTD non‑GAAP net income of $2 versus $0 prior year and YTD adjusted EBITDA of $3 versus $1 prior year. Trended data show trailing twelve‑month free cash flow of about $3M and adjusted EBITDA margin of 15.1% year‑to‑date.
The presentation notes approximately $20M in cash, no debt and an enterprise value of about $24M, alongside a quarterly dividend with an indicated yield of around 3% and a share repurchase program. Management also emphasizes new initiatives, including the DataSeeds.AI training‑data business and a product innovation team launching multiple early‑stage apps.
Zedge, Inc. reported modest growth and a return to profitability for the three months ended April 30, 2026. Revenue rose to $7.99 million from $7.76 million, while net income increased to $0.9 million versus $0.2 million a year earlier, helped by lower operating expenses.
For the nine-month period, revenue reached $23.86 million, up from $21.93 million, but Zedge recorded a net loss of $0.6 million, driven largely by a previously booked $3.7 million non-cash impairment on its Emojipedia assets after Google SERP and AI tools reduced traffic and monetization.
The Zedge Marketplace segment grew, with subscription revenue up over 30% and approximately 1.3 million active subscribers, even as app monthly active users declined to 19.6 million. ARPMAU increased as advertising pricing improved. GuruShots remained pressured, with paying users down but average spend per payer higher.
Cash and cash equivalents stood at $19.7 million with positive operating cash flow of $2.9 million over nine months. The company continued shareholder returns through quarterly cash dividends and share repurchases, and its revolving credit facility was renewed. Management also highlighted geopolitical risks tied to its Israeli operations and ongoing competitive and regulatory uncertainties around AI.
Zedge reported third quarter fiscal 2026 revenue of $8.0 million, up 3% from $7.8 million a year ago, with stronger profitability and cash generation.
GAAP net income rose to $0.9 million from $0.2 million, and diluted EPS increased to $0.07 from $0.01. Operating income improved to $1.1 million, lifting operating margin to 13.4% versus 2.1%.
Subscription revenue grew 32% year over year to $1.7 million, and active subscriptions climbed 41% to nearly 1.3 million, helped by higher-value users. While total advertising revenue declined 4% to $5.4 million, management noted the weakness was concentrated in Emojipedia, with Zedge Marketplace ad revenue roughly flat.
Marketplace monetization strengthened: ARPMAU increased 21% to $0.119 and Zedge Premium gross transaction value rose 17%. Free cash flow increased 55% to $1.2 million, and cash and cash equivalents reached $19.7 million with no debt, supporting a 25% dividend increase and ongoing share repurchases.
Zedge, Inc. CEO and President Jonathan Reich reported an option exercise and related share withholdings in the company’s Class B Common Stock. He exercised 181,616 employee stock options at $1.73 per share using a cashless exercise mechanism.
To cover the exercise price and tax obligations, 132,226 shares were delivered or withheld, leaving 49,390 new shares issued to him. After these transactions, Reich directly held 79,281 Class B shares and indirectly held 39,950 Class B shares through a 401(k) plan as of June 2, 2026.
Zedge, Inc. announced that its Board of Directors has raised the quarterly cash dividend by 25%, from $0.016 to $0.02 per share. The dividend is payable on or about April 15, 2026 to stockholders of record as of April 6, 2026.
The company highlights record second-quarter revenue, ARPMAU, active subscriptions and Zedge Premium GTV, along with a 31% year-over-year increase in free cash flow. Zedge reports a debt-free balance sheet with $19.1 million in cash and states that the higher dividend will be funded from free cash flow while still allowing investment in growth and share repurchases.
Zedge, Inc. reported higher revenue but a larger quarterly loss as it navigates technology and geopolitical shocks. For the three months ended January 31, 2026, revenue rose to $8.3M, up 18.3% year over year, driven by stronger advertising pricing and 32.5% growth in subscription revenue. However, Zedge booked a non-cash $3.7M impairment on its Emojipedia intangible assets after Google search changes and AI platforms began delivering emoji results directly, reducing traffic and expected future cash flows. This pushed operating results to a quarterly net loss of $2.3M versus a $1.7M loss a year earlier, though the six‑month net loss narrowed to $1.5M from $2.0M.
The core Zedge Marketplace segment grew revenue 21.2%, while GuruShots revenue declined 11.5% as paid user acquisition was scaled back and monthly active payers fell 43.1%. Zedge App monthly active users dropped 17.4% to 20.4 million, but ARPMAU increased 47.5%, reflecting better monetization per user. Subscriptions reached about 1.2 million active subscribers, up 48.5%, although average revenue per subscription fell due to the mix of lifetime plans.
Despite the impairment, Zedge generated $1.7M of operating cash in the first six months and ended the period with $19.1M in cash and cash equivalents and access to an undrawn $4M revolving credit facility. The company continues to pay a quarterly cash dividend of $0.016 per share. Management also highlights significant geopolitical risk: extensive conflicts involving Israel and Iran have led to office and school closures in Israel, repeated reservist mobilizations affecting staff, and what the company describes as materially interrupted operations, with active combat ongoing and no ceasefire in place.
Zedge, Inc. reported strong second quarter fiscal 2026 results with record monetization despite a GAAP loss. Revenue for the quarter ended January 31, 2026 rose 18% year over year to $8.3M, driven mainly by advertising and subscription growth.
Subscription revenue grew 33% to $1.6M, active subscriptions increased 49% to about 1.2 million, and ARPMAU reached a record $0.115, up 48%. GAAP net loss widened to $2.3M due largely to a $3.6M intangible asset impairment, but non-GAAP net income improved to $0.8M and Adjusted EBITDA to $1.1M.
Free cash flow increased 31% to $0.8M, and cash and cash equivalents rose to $19.1M with no debt. Management highlighted early but growing opportunities in its DataSeeds AI training data business and continued innovation initiatives, alongside the new quarterly dividend.
Zedge, Inc. held its Annual Meeting of Stockholders on January 14, 2026. Stockholders elected all six director nominees — Mark Ghermezian, Elliot Gibber, Howard Jonas, Michael Jonas, Paul Packer, and Gregory Suess — each to a one‑year term, with support levels generally above 80% of votes cast.
Stockholders also ratified UHY LLP as the independent registered public accounting firm for the fiscal year ending July 31, 2026, with approximately 99.5% of votes cast in favor. In addition, they approved an amendment to the 2016 Stock Option and Incentive Plan to increase the Class B share pool by 150,000 shares for future equity awards.
The Board of Directors declared a quarterly cash dividend of $0.016 per share, payable on or about February 10, 2026 to stockholders of record as of January 30, 2026, providing ongoing cash returns to shareholders.
Zedge, Inc. director reports grant of restricted Class B shares. On 01/05/2026, a director of Zedge, Inc. received 12,027 shares of Class B common stock, par value $0.01 per share, as a grant of restricted stock that vests in full immediately. The value reference for the grant is based on the average closing price of the company’s Class B common stock during December 2025 of $2.91 per share. After this transaction, the director beneficially owns 63,660 Class B shares directly and 94,881 Class B shares indirectly through Globis Capital Partners, L.P.
Zedge, Inc. reported a director equity grant. On 01/05/2026, a director received 12,027 shares of Zedge Class B common stock as a grant of restricted stock that vests in full immediately. The acquisition is reported as an "A" transaction at a reference price representing the average closing price of the Class B common stock during December 2025. After this grant, the reporting person directly holds 12,027 Class B shares and indirectly holds 4,563 Class B shares through T5 Capital Partners LLC.