ZD earnings / call / takeaways
ZD earnings call: key takeaways
What ZD said on its earnings call of November 5, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 5, 2026·AI-generated from the call transcript and Lician data
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $1.07 | – | – |
| Revenue | $295.3M | – | – |
EPS basis: Provider EPS (EODHD), not yet checked against the SEC
What changed since last quarter
- The company raised its Q4 revenue guidance to a double-digit sequential increase, with a low to mid-single-digit year-over-year decline. (22:42)
- Adjusted EBITDA margin is expected to increase sequentially but decline year-over-year to the low to mid-thirties. (22:42)
- The CEO emphasized the role of AI in improving efficiency and margin, with headcount expected to decrease by 10% by year-end. (19:24)
What analysts pressed on
- How to monetize the significant AI-related content citations without direct traffic. (34:16)
- The impact of declining Google search traffic on revenue and the effectiveness of diversification strategies. (32:23)
- The recovery timeline for the gaming and entertainment segment post-GTA 6 launch and overall industry rationalization. (59:00)
In their words
Our content was cited in AI overview and AI mode responses roughly 2.7 billion times in the quarter.
Vivek Shah (19:24)
Read the full transcript with the AI summary, or listen on the company's official webcast.
Every past call in full and transcript search come with Lician Pro.
Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.