Digital media company Ziff Davis (NASDAQ: ZD) will be reporting results this Thursday after market close. Here’s what you need to know.
Ziff Davis beat analysts’ revenue expectations by 4.5% last quarter, reporting revenues of $352.2 million, up 9.8% year on year. It was a very strong quarter for the company, with an impressive beat of analysts’ revenue estimates and a solid beat of analysts’ full-year EPS guidance estimates.
Is Ziff Davis a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Ziff Davis’s revenue to grow 3.4% year on year to $365.7 million, in line with the 3.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.78 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Ziff Davis has missed Wall Street’s revenue estimates four times over the last two years.
Looking at Ziff Davis’s peers in the media & entertainment segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Stride delivered year-on-year revenue growth of 12.7%, beating analysts’ expectations by 0.7%, and IAC reported a revenue decline of 8.1%, falling short of estimates by 2%. Stride traded down 54.3% following the results while IAC was also down 1.7%.
Read our full analysis of Stride’s results here and IAC’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the media & entertainment stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.4% on average over the last month. Ziff Davis is down 21.2% during the same time and is heading into earnings with an average analyst price target of $45.29 (compared to the current share price of $31.15).
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