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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.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.
LLM content monetization strategy
M&A focus in current AI-driven market?
Health & Wellness segment's unique value drivers?
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Next Ziff Davis earnings date
Q3 20257 Nov, 2025
Next Ziff Davis earnings date
Q3 20257 Nov, 2025
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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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