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Ziff Davis ZD Subscription and licensing — Total revenues

Other product segments

Advertising and performance marketing
$182.06M-6.0%
Other
$6.89M-8.1%

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Other financials

Income statement

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Revenue$286.7M-2.7%
Gross profit$241.0M-5.2%
Operating income-$44.7M-425%
Net income$624.5M+2,271%
EPS (diluted)$17.16+2,624%

Balance sheet

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Cash & equivalents$1.6B+266%
Total debt$867.6M+0.3%
Total equity$2.2B+21.4%
Total assets$4.0B+13.6%

Cash flow

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Operating cash flow$89.0M+55.9%
CapEx$35.0M+16.1%
Free cash flow$54.0M+100%

Valuation

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Market cap$1.88B+43.9%
Enterprise value$1.14B-34.2%
P/E2.9×-16.8×
P/S1.4×+0.4×

Profitability

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Gross margin84.9%-1.2pp
Operating margin5.5%-0.3pp
Net margin48.6%+43.6pp
FCF margin23.9%+6.4pp

Returns & leverage

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Return on equity31.5%+28.0pp
Debt / equity0.4×-0.1×
Current ratio2.2×+0.6×

Where this comes from

Reported directly by Ziff Davis in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Ziff Davis’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 4:07 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001084048-26-000046
Line itemThree months ended June 30, 2026Three months ended June 30, 2025Six months ended June 30, 2026Six months ended June 30, 2025
Total revenues$286,738$294,803$554,379$567,619
Operating costs and expenses:
Direct costs45,71140,66390,02881,064
Sales and marketing122,172127,044237,405239,455
Research, development, and engineering14,36914,19728,00628,117
General, administrative, and other related costs47,49648,79494,14091,957
Depreciation and amortization46,87450,33591,75298,787
Goodwill impairment54,83954,839

Item 1.Financial Statements

FAQ

What is Ziff Davis's subscription and licensing — total revenues?
Ziff Davis (ZD) reported subscription and licensing — total revenues of $98.4M in Q2 2026.
How has Ziff Davis's subscription and licensing — total revenues changed year-over-year?
Ziff Davis's subscription and licensing — total revenues decreased by 0.2% year-over-year, from $98.63M to $98.4M.
What is the long-term trend for Ziff Davis's subscription and licensing — total revenues?
Over 3 years (2022 to 2025), Ziff Davis's subscription and licensing — total revenues has grown at a -3.6% compound annual growth rate (CAGR), from $557.07M to $498.73M.
What does subscription and licensing — total revenues mean?
This metric represents the aggregate revenue generated from both recurring subscription fees and software licensing agreements within a specific business segment. It serves as a key indicator of the segment's ability to monetize its digital assets and software platforms through long-term customer commitments. Tracking this total provides insight into the overall scale and stability of the segment's recurring revenue model.

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