Zedge Inc (ZDGE)
AMEXCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
$2.98-0.67%
Close 2026-09-04 · 1-day change
AMEXCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
QuarterlyIQ Insights · ZDGE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 0.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Expand DataSeeds.AI capabilities, team, and reach to build it into a core business and scale growth in AI data services.
Stated as a priority in 2 of last 2 quarters. DataSeeds.AI fulfilled its first six-figure order in 2026-Q2 and received a $7.5 million insider investment in 2026-Q3 to accelerate growth. Management is delivering on scaling DataSeeds with expanded capital and leadership.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=2519).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Announced $7.5 million insider investment and new CEO appointment to accelerate DataSeeds growth.”
“DataSeeds.AI fulfilled first six-figure order, demonstrating enterprise-scale execution capability.”
Grow subscription revenue and active subscriptions as key drivers of recurring revenue and monetization.
Stated as a priority in 2 of last 2 quarters. Subscription revenue grew from $1.3M in 2025-Q3 to $1.7M in 2026-Q3 (+32%), and active subscriptions increased from 896K to 1.26M (+41%). Management is delivering sustained growth in subscription metrics.
“Subscription revenue grew 32% year over year; active subscriptions reached nearly 1.3 million.”
“Subscription revenue and active subscriptions continued multi-quarter growth trend.”
Increase free cash flow and maintain a strong cash position with no debt to support growth and capital allocation.
Stated as a priority in 2 of last 2 quarters. Free cash flow grew from $0.8M in 2025-Q3 to $1.2M in 2026-Q3 (+55%), and cash balance strengthened to $19.7M with no debt. Management is delivering improved cash generation and maintaining financial strength.
“Free cash flow increased 55% year over year to $1.2 million; cash balance $19.7 million with no debt.”
“Cash flow from operations increased over 40%; free cash flow increased 55% year over year.”
Raise the quarterly cash dividend to reward shareholders and demonstrate confidence in cash flow.
Stated as a priority in 2 of last 2 quarters. The quarterly dividend was increased by 25% to $0.02 per share in 2026-Q2 and paid at that rate in 2026-Q3. Management is delivering on dividend growth consistent with stated capital allocation priorities.
“Paid a quarterly dividend of $0.02 per share.”
“We are raising our quarterly dividend by 25% to $0.02 per share.”
Develop and launch new consumer products using a disciplined framework to test, measure, and scale successful innovations.
Newly stated in 2026-Q3. Management reported four alpha products live and a goal of six alpha launches this fiscal year using a KPI-based framework. No prior quarters mention this priority, so delivery trajectory is early stage.
“Innovation Team continues to advance with four alpha products live and on track for six alpha launches this fiscal year.”
Over the trailing year it converted 6.22x of net income into operating cash flow. Historically, Communication Services names rated robust grew net income 47% of the time over the next year (vs 40% for the rest of the cohort, n=899).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated stable grew net income 52% of the time over the next year (vs 54% for the rest of the cohort, n=799).
Not investment advice. As of 2026-09-04.