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Ziff Davis (ZD) investor relations material
Ziff Davis UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Company overview and business structure
Operates five divisions: tech and shopping, gaming and entertainment, health and wellness, connectivity, and cybersecurity/MarTech, each serving distinct global digital communities.
Emphasizes digital, internet-based, and often global operations with a strong focus on profitability and cash flow.
Maintains a disciplined financial model, recycling cash flow into M&A to drive growth.
Each division is led by its own president, finance, and technology leadership, operating with a decentralized structure.
Capital allocation and value creation
Focuses on four pillars: reinvestment in business, balance sheet strength, shareholder returns (mainly buybacks), and M&A.
Increased allocation to stock buybacks in recent years due to perceived undervaluation in the public market.
Deployed over $100 million to buybacks and less than $70 million to M&A in 2025, with seven acquisitions closed, mostly small in scale.
Maintains a leverage guideline of under 3x gross debt, currently well below that level.
Segment performance and reporting changes
Shifted from two to five reportable segments in February to provide greater transparency and unlock value.
Health and wellness and connectivity divisions are showing strong growth and higher implied multiples.
Cybersecurity and MarTech returned to revenue growth in the latest quarter, driven by improvements in both enterprise and consumer privacy businesses.
Everyday Health leverages authoritative content and partnerships to connect pharma and consumer communities, supporting double-digit revenue growth and high margins.
Update on potential asset spin-offs
Impact of AI/LLM on search-dependent revenue
M&A vs. buyback capital allocation strategy
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Next Ziff Davis earnings date
Q4 202520 Feb, 2026
Next Ziff Davis earnings date
Q4 202520 Feb, 2026
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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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