Welcome to our dedicated page for Zedge SEC filings (Ticker: ZDGE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Zedge, Inc. filings document operating results, capital actions, governance matters, and shareholder voting for an NYSE American-listed issuer with Class B common stock. Recent Form 8-K reports furnish quarterly and annual earnings releases, Regulation FD disclosures, dividend declarations, and related press-release exhibits with Inline XBRL cover-page data.
The company's proxy materials describe board elections, auditor ratification, equity incentive plan amendments, record-date voting mechanics, and annual meeting proposals. Together, the filings provide formal disclosure on Zedge's digital marketplace and interactive game business, capital allocation through dividends and repurchases, and governance of its public-company structure.
Zedge, Inc. (ZDGE) entered into a Securities Purchase Agreement with Vice Chairman Howard Jonas, director Elliot Gibber, and another existing stockholder for a private placement of Class B common stock and warrants, providing the company with $7,675,000 in proceeds. The transaction covers 2,616,447 newly issued Class B shares plus warrants to purchase 2,354,803 additional Class B shares, at per-share purchase prices tied to the prior trading day’s closing price.
Howard Jonas agreed to invest $6,500,000 for 2,218,430 shares and warrants for 1,996,857 shares; Elliot Gibber will invest $650,000 for 221,843 shares and warrants for 199,659 shares; and the third investor will invest $525,000 for 176,174 shares and warrants for 158,557 shares. The warrants have exercise prices of $3.22 or $3.28 per share (110% of the purchase price), become exercisable no earlier than six months after closing and following requisite NYSE American stockholder approval, and expire five years after initial exercise. The securities are being issued in a private placement relying on Section 4(a)(2) and Rule 506(b) of Regulation D, with no placement agent and no obligation to register the securities.
Zedge, Inc. (ZDGE) discloses that Executive Chairman Michael Jonas now beneficially owns 2,046,487 shares of Class B Common Stock (including Class A shares convertible one-for-one into Class B), representing 15.9% of the Class B shares and 61.4% of the combined voting power of the company’s outstanding capital stock as of September 8, 2026. Jonas received 4,233 Class B shares on September 8, 2026 upon vesting of deferred stock units and, on September 10, 2026, was granted 10-year options to purchase 386,244 Class B shares at an exercise price of $2.93 per share under the 2026 Equity Incentive Plan. These options, vesting in three equal annual installments starting September 9, 2027 and subject to stockholder approval of the plan and an amendment increasing available shares, are not yet counted as beneficially owned. The filing notes that Jonas’s ownership percentage increased primarily because Zedge repurchased Class B shares under a Board-approved share repurchase program, reducing Class B shares outstanding to 12,354,263 as of September 8, 2026.
Zedge, Inc. (ZDGE) reported that Executive Chairman and ten percent owner Michael C. Jonas received a new grant of employee stock options covering 386,244 shares of Class B Common Stock at an exercise price of $2.93 per share, expiring September 9, 2036, which vest in three equal tranches beginning September 9, 2027, subject to stockholder approval of the 2026 Equity Incentive Plan and an amendment increasing available shares. On September 8, 2026, 4,233 Deferred Stock Units settled one-for-one into 4,233 Class B shares, bringing his directly held Class B position to 1,521,712 shares and his Class A holdings to 524,775 shares. No Rule 10b5-1 trading plan is reported for these transactions.
Zedge, Inc. (ZDGE) announced a leadership transition and an insider-led capital raise tied to its DataSeeds.AI strategy. The Board appointed Morris Berger, currently CEO of Zeno Media and former CEO of IDT Entertainment, as Chief Executive Officer effective October 1, 2026, with a three-year employment term and a base salary of $450,000 plus a $50,000 signing bonus. Berger is expected to receive 10‑year stock options equal to 3% of Zedge’s issued and outstanding Class B shares, vesting quarterly over five years, subject to final documentation.
Current CEO Jonathan Reich will step down as CEO on September 30, 2026 and become President and Chief Operating Officer for an initial three-year term, with compensation at his current level, at least $15,000 annual base salary increases, up to two years’ severance, and 100,000 deferred stock units vesting over three years, all subject to definitive agreements.
Zedge also disclosed an approximately $7.5 million direct investment led by Vice Chairman Howard Jonas, with participation from another director and an insider, intended to accelerate DataSeeds.AI’s growth while maintaining financial flexibility. The company generated $1.2 million of free cash flow in the third quarter of fiscal 2026, up 55% year over year, ended the quarter with $19.7 million of cash and no debt, and has suspended share repurchases while expecting to continue its quarterly cash dividend.
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.