Zedge, Inc. (ZDGE) Earnings Call Transcripts
Zedge, Inc.'s Latest Earnings Call - Q3 FY2026
Zedge, Inc. reported its third fiscal quarter 2026 results, highlighting a GAAP profitable quarter with total revenue of $8.0 million, up 3% year-over-year. Subscription revenue saw significant growth, increasing 32% YoY, while advertising revenue declined slightly due to structural changes in Google's search results affecting Emojipedia. Management emphasized the resilience of the core marketplace business and improvements in monetization quality. Forward guidance was not explicitly provided, but management expressed confidence in ongoing investments and strategic initiatives.
Reported metrics
| Metric | Value |
|---|---|
| Total Revenue | $8.0 million (inline) |
| Subscription Revenue | 32% YoY growth (beat) |
| Advertising Revenue | down 4% (miss) |
| Free Cash Flow | $1.2 million (beat) |
| GAAP Net Income | $0.9 million (beat) |
| Cash and Cash Equivalents | $19.7 million (positive) |
Guidance from management
Management did not provide explicit forward guidance but emphasized confidence in ongoing investments and strategic initiatives.
What analysts pressed on
Analysts expressed concerns about the lumpiness and visibility of the data seeds revenue pipeline, as well as the decline in monthly active users. Questions focused on the sustainability and predictability of these revenue streams.
Main topics on the call
- Subscription Revenue Growth — Subscription revenue grew 32% year-over-year as active subscriptions reached nearly 1.3 million, up 41%. Management highlighted this as a key driver of monetization improvements. 'Our ongoing investment in acquiring and ...
- Advertising Revenue Decline — Advertising revenue declined slightly, attributed to changes in Google's search results impacting Emojipedia. Within the Zedge marketplace, advertising revenue was flat year-over-year. 'The drop was entirely attributable...
- Data Seeds Business Development — Zedge fulfilled its first six-figure order from an existing customer, marking a significant milestone. The pipeline is growing, with a focus on managed crowd-sourced content creation. 'Revenue will remain lumpy as we mat...
- Tape Deck Expansion — Tape Deck signed agreements with Sync Music, Tough Gong distribution, and BWL entertainment, expanding its music catalog. 'These are exactly the types of artists Tape Deck was designed to serve.'
Read the full Zedge, Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Zedge, Inc.
Zedge, Inc. (ZDGE) is a publicly listed company in the Interactive Media and Services industry, within the Communication Services sector. It trades on NYSEAM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 27 calls on record spanning March 11, 2020 to June 11, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 27 Zedge, Inc. earnings call transcripts on record, spanning March 11, 2020 to June 11, 2026. Based on this history, Zedge, Inc. reports quarterly. The most recent call on file is dated June 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ZDGE
- Exchange
- NYSEAM
- Country
- US
- Sector
- Communication Services
- Industry
- Interactive Media and Services
- Calls on record
- 27
- First call
- March 11, 2020
- Most recent
- June 11, 2026
- Reporting cadence
- quarterly