The chart below shows how ZDGE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ZDGE sees a +15.68% change in stock price 10 days leading up to the earnings, and a -3.18% change 10 days following the report. On the earnings day itself, the stock moves by -8.12%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Subscription Revenue Surge: Subscription revenue grew 21% year-over-year, bolstered by accelerated growth in lifetime subscriptions, contributing to an 8% increase in overall subscriber counts.
Gross Transaction Value Surge: Zedge Premium achieved a gross transaction value surge of 62% year-over-year, driven by strong performance of our parallax 3D wallpapers and the launch of pAInt 2.0, introducing powerful new creation capabilities.
User Value Growth: Average Revenue Per Monthly Active User (ARPMAU) reflected a 22% increase, showcasing our success in attracting users with higher value profiles.
Record Quarterly Revenue Growth: Emojipedia delivered exceptional performance in Q1 with revenue up 33% year-over-year, achieving its highest ever quarterly results.
Share Repurchase Program: The board authorized a $5 million share repurchase program, positioning us to deliver long-term shareholder value.
Negative
First Quarter Revenue Increase: Total revenue in the first quarter was $7.2 million, up 1.6% from last year, mainly due to the advertising challenges we faced in the quarter that Jonathan mentioned, and the continued transition at Guru Shots.
Subscription Revenue Increase: Subscription revenue was up 21% for the quarter and our net active subscriber trend continued to improve and was up nearly 8% year-over-year, and sequentially for the sixth straight quarter.
ARPMAU Growth Achievement: Despite the advertising challenges, ARPMAU still grew 22% year-over-year to $0.077.
Revenue Decline Impact: Unfortunately, revenue growth was mostly offset by the year-over-year revenue declines for Guru Shots, which is reported under digital goods and services, of 32% in the quarter.
Operating Loss Comparison: GAAP loss from operations was $0.5 million for the quarter, compared to income from operations of $0.3 million last year.
Zedge, Inc. (ZDGE) Q1 2025 Earnings Call Transcript
ZDGE.A
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