“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 ↗
Ziff Davis, Inc.
ZD
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- ZD's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- 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.
- Net margin changed -1.2 percentage points in the latest annual period.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
55.23Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.