Zedge (ZDGE) LD Micro 20th Annual Main Event Conference summary

DataSeeds strategy and market

• DataSeeds is the core growth initiative, adapting consumer-app and creator-community expertise to supply data and services to AI model builders.

• Grand View Research forecasts the annual data market at ~$16B by 2033; the offering targets AI and robotics developers’ data needs.

• The offering spans multimodal audio, video, imagery and synthetic data, plus egocentric or exocentric video with sensor data for robotics.

• Model evaluations launched recently, using photography experts and creator-community participants to assess models; video annotation is expected in H1 2027.

Platform and data sourcing

• Zedge Marketplace has nearly 800M downloads, mainly organic, and a creator community of ~20M monthly active users; its subscription layer grew ~41% Q3 over Q3.

• GuruShots’ catalog contains ~150M photos, with rights secured for ~50M for AI training; expert photo enthusiasts also support evaluation work.

• Creators can be recruited, onboarded and paid in app virtual currency or cash; bespoke content is created with auditable consent and rights.

• Fulfillment combines licensed catalog content, managed crowdsourced production and the DataSeeds Production Cloud for more professional production needs.

Commercial progress and outlook

• Commercial validation includes a repeat order above $100K announced in Q3 and a pipeline of new six-figure orders; sales typically begin with proof of concept before scaling.

• DataSeeds revenue is expected to remain lumpy through FY2026, which began Aug. 1; operating capabilities are in place to deliver through managed or strategic production partners.

• The full-stack plan combines data production, annotation and evaluations; early traction includes new customers, larger repeat orders and a growing pipeline.