Zedge Inc (ZDGE)
AMEXCommunication ServicesInternet Content & InformationSnapshot 2026-11-05
$2.30-0.86%
Close 2026-11-05 · 1-day change
AMEXCommunication ServicesInternet Content & InformationSnapshot 2026-11-05
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 50% of the last 2 guided quarters · -21.4% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The Company’s goal is to accelerate DataSeeds’ growth and build it into a core business by expanding its team, capabilities and reach across the AI data value chain.
Stated in 1 of 2 supplied quarters. Management reported: “The Company’s goal is to accelerate DataSeeds’ growth and build it into a core business by expanding its team, capabilities and reach across the AI data value chain.” ““On the DataSeeds.AI front, I am excited to report that we fulfilled our first six-figure order this quarter stemming from an existing customer relationship with a leading technology company.”
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 1 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=2532).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““On the DataSeeds.AI front, I am excited to report that we fulfilled our first six-figure order this quarter stemming from an existing customer relationship with a leading technology company.”
Subscription revenue grew 32% year over year, and active subscriptions reached nearly 1.3 million, both continuing a multi-quarter trend.
Stated in 1 of 2 supplied quarters. Management reported: “Subscription revenue grew 32% year over year, and active subscriptions reached nearly 1.3 million, both continuing a multi-quarter trend.” “ARPMAU increased 21%, and Zedge Premium GTV increased 17%, reflecting the benefits of our ongoing focus on acquiring and retaining higher-value users.”
“Subscription revenue grew 32% year over year, and active subscriptions reached nearly 1.3 million, both continuing a multi-quarter trend.”
“Financially, cash flow from operations increased over 40%, while free cash flow increased 55% year over year to $1.2 million and is now up 10% year to date, and our cash and cash equivalents balance…
Stated in 1 of 2 supplied quarters. Management reported: ““Financially, cash flow from operations increased over 40%, while free cash flow increased 55% year over year to $1.2 million and is now up 10% year to date, and our cash and cash equivalents balance strengthened to $19.7 million with no debt.” “We also increased our quarterly dividend by 25% during the quarter, opportunistically repurchased shares when conditions warranted and invested in innovation, all without compromising our strong balance sheet.”
““Financially, cash flow from operations increased over 40%, while free cash flow increased 55% year over year to $1.2 million and is now up 10% year to date, and our cash and cash equivalents balance…”
“Our Innovation Team continues to advance - with four alpha products now live, and we remain on track to achieve our goal of six alpha launches this fiscal year.
Stated in 1 of 2 supplied quarters. Management reported: ““Our Innovation Team continues to advance - with four alpha products now live, and we remain on track to achieve our goal of six alpha launches this fiscal year.” “Our framework remains consistent: pre-validate, build fast, measure against clear KPIs and invest in the winners while quickly ceasing to spend on those that do not meet our criteria.”
““Our Innovation Team continues to advance - with four alpha products now live, and we remain on track to achieve our goal of six alpha launches this fiscal year.”
Continue acquiring and retaining higher-value users and improving monetization across Zedge Marketplace subscriptions and other premium offerings.
Over the trailing year it converted 6.22x of net income into operating cash flow. Historically, Communication Services names rated robust grew net income 46% of the time over the next year (vs 41% for the rest of the cohort, n=894).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
14 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Communication Services names rated volatile grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=1775).
Not investment advice. As of 2026-11-05.