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Ziff Davis (ZD) investor relations material

Ziff Davis Citi’s 2025 Global Technology, Media and Telecommunications Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Citi’s 2025 Global Technology, Media and Telecommunications Conference summary3 Sep, 2025

Business segmentation and strategy

  • Five operating divisions were introduced to provide investors with clearer insight into business operations and value drivers, each with distinct growth and margin profiles.

  • Health and wellness is the largest segment, focusing on pharma commercialization and digital health, with strong growth and high margins.

  • Other divisions include connectivity (data/analytics), tech and shopping (e-commerce), cybersecurity/Martech (recurring revenue), and gaming/entertainment.

  • Segment leaders are being introduced to investors to deepen understanding of each business.

Financial performance and outlook

  • Q2 saw a 10% revenue increase and 12% adjusted EBITDA growth, with four of five segments growing and the fifth flat.

  • Health and wellness and connectivity segments posted exceptional growth of 16% and 14%, respectively.

  • EBITDA growth ranged from 5% to 20% across segments, reflecting a strong bottom-line and free cash flow focus.

  • Guidance for the second half is mid-single-digit growth, with Q4 expected to be seasonally stronger.

Generative AI and digital publishing impact

  • Only 35% of revenue is web traffic dependent, and just 15% is exposed to search-driven volatility.

  • Zero-click search has been a long-term trend, prompting diversification into apps, email, and social engagement.

  • The company is less exposed to AI-driven search disruption than peers, and recent regulatory rulings are seen as favorable.

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Frequently asked questions

Ziff Davis Inc is a digital media and internet company that operates in the technology, health, gaming, and communications sectors. The company owns a portfolio of digital properties, advertising networks, and cloud-based services, delivering content and commerce to global audiences. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.

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