Feed / ZD

Ziff Davis, Inc.

ZD

Communication Services · 55.64 +0.6% today

Isolated · not yet confirmedMarket checked 11 Sept, 12:50 GMT-4

Market read

Ziff Davis, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Company+0.6% todayVolume comparison unavailable
Market group0 of 15 activeE-commerce Technology · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • ZD's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ZD's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Communication Services · Advertising Agencies

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ZD's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements131
Verified relationships8
Evidence supporting the case
  • Operating margin changed +4.5 percentage points in the latest annual period.
  • Operating cash flow covered net income at 8.60x in the latest annual period.
Evidence challenging the case
  • Net margin changed -1.2 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

55.23
6m+104.0%12m+46.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.4B+22.3%$10.37+1.6%
2022-12-31$1.4B-1.8%$1.36-1.7%
2023-12-31$1.4B-1.9%$0.89-1.2%
2024-12-31$1.4B+2.8%$1.42-4.2%
2025-12-31$1.5B+3.5%$1.15-7.7%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 3 filings
Interest expense, net increased during the three months ended March 31, 2026 compared to the prior periods primarily due to lower interest income on investments as a result of a decline in cash equivalents and a reduction in interest rates.
10-Q · May 8, 2026
Restructuring and cost reductionsnegative · 2 filings
The effective tax rate for the year ended December 31, 2023 differs from the federal statutory rate primarily due to the expense recognized for book purposes on the goodwill impairment related to one of the Company’s reporting units that resulted in no corres…
10-K · Feb 24, 2026
Legal and regulatory exposuremixed · 1 filings
The sale is expected to close in the next couple of months, subject to the receipt of customary regulatory approvals and satisfaction of other closing conditions.
10-Q · May 8, 2026
Supply chain and availabilitynegative · 1 filings
Gains and losses resulting from translation are recorded as a component of accumulated other comprehensive income (loss).
10-K · Feb 24, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

55.64+0.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ZD. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ZD. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ZD

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ACNAccenture plcpartnerMay 8, 2026

On March 2, 2026, the Company entered into a definitive agreement to sell its Connectivity business to Accenture Inc.

ACNAccenture plccompetitorFeb 24, 2026

In this space, our business competes with Opensignal, Accenture, NetAlly, and IBWave, as well as others.

Depended on by

CCSIConsensus Cloud Solutions, Inc.investeeMay 8, 2026

In exchange for the equity interest in the Company, Consensus issued the 2028 Senior Notes to Ziff Davis.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ZD is currently a Follower in the organic co-movement group E-commerce Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for ZD; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.