☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Commission File Number: 0-25965 FORM 10-Q ZIFF DAVIS, INC. Indicate by check mark whether the registrant has submitted electronically every Interactiv ...

Ziff Davis, Inc. (NASDAQ:ZD) Q3 2023 Earnings Conference Call November 9, 2023 8:30 AM ET Company Participants Bret Richter - CFO Vivek Shah - CEO Conference Call Participants Shweta Khajuria - Evercore ISI Ross Sandler - Barclays Shyam Patil - Susquehanna Financial Group Cory Carpenter - JPMorgan Rishi Jaluria - RBC Capital Markets Jonathan Tanwanteng - CJS Securities Operator Good day, ladies and gentlemen, and welcome to the Ziff Davis Third Quarter 2023 Earnings Call. My name is Paul, and I will be t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 0-25965 ZIFF DAVIS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction (I.R.S. Employe ...

SECOND QUARTER 2023 RESULTS August 3, 2023 ©2023 Ziff Davis. All rights reserved. www.ziffdavis.com Safe Harbor for Forward-looking Statements 2 Certain statements in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, particularly those regarding our 2023 Financial Guidance. Such forward-looking statements are subject to numerous assumptions, risks and uncertainties that could cause actual results to differ materially from those des ...

Financial Data and Key Metrics Changes - The company reported revenue of $326 million for Q2 2023, a decline of 3.4% compared to $337.4 million in Q2 2022 [34] - Adjusted EBITDA for Q2 2023 was $106.7 million, down 9.6% from $118 million in the prior-year period, with an adjusted EBITDA margin of 32.7%, reflecting a 200 basis points sequential increase [35] - Adjusted diluted EPS for Q2 2023 was $1.27 [35] Business Line Data and Key Metrics Changes - Advertising revenue declined by 7% in Q2 2023 compared to the prior-year period, heavily impacted by challenges in the technology vertical; excluding this vertical, the decline would have been 2% [37] - Subscription revenue grew by 3% year-over-year in Q2 2023, with nearly 3.2 million subscribers, primarily due to the full quarter inclusion of Lose It! subscribers [40][41] - The overall churn rate increased by 18 basis points from Q1 2023 [45] Market Data and Key Metrics Changes - The technology vertical was the most significant contributor to the year-over-year revenue decline, while connectivity and health and wellness verticals showed solid growth [8][10] - The company observed stabilization in the overall advertising market in non-tech businesses, with expectations for meaningful improvement in the second half of 2023 [38] Company Strategy and Development Direction - The company announced a strategic partnership with Xyla to accelerate AI enablement across its portfolio, starting with the integration of Xyla's OpenEvidence technology into the Everyday Health Group [7][15] - The company aims to generate growth organically and through acquisitions, remaining selective with capital allocation [13][50] - The M&A environment is currently sluggish, but the company is actively sourcing and evaluating transactions [14][51] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for a stronger second half of 2023, citing growth in connectivity and pharma advertising markets as key drivers [7][64] - The company expects Q3 to reflect an improvement in organic growth rates, with approximately 55% of total 2023 revenues anticipated in the second half [56] Other Important Information - The company received validation of its emissions reduction targets from the Science-Based Targets initiative, committing to cut emissions in half by 2030 [30][31] - The company repurchased 980,000 shares for approximately $63.9 million during Q2 2023, with additional repurchases in July [47][48] Q&A Session Summary Question: Signs of recovery and confidence for the fourth quarter - Management pointed to growth in connectivity, improved pharma advertising, and e-commerce trends as reasons for optimism [64] Question: Impact of the partnership with Xyla on business - The partnership is focused on revenue generation, with the integration of OpenEvidence expected to significantly enhance engagement with physicians [66][70] Question: Traffic from non-branded search and margin expansion - Management noted that traffic comes from various sources, including app and direct traffic, and attributed margin expansion to revenue mix and delayed spending [75][78] Question: SEO and generative AI impact - Management observed an increase in Google referrals year-to-date, but could not confirm the impact of generative AI search experiences [81] Question: Long-term growth expectations - Management reaffirmed long-term growth targets of mid-teens, with half expected to be organic [87] Question: AI chatbot performance in gaming - Management highlighted the unique strengths of IGN in game guides and the potential for increased engagement through the AI chatbot [90] Question: Compensation rights and AI in advertising - Management emphasized the need for fair value exchanges in content usage and noted that improving ad performance through AI is not a primary focus [95][97]

FIRST QUARTER 2023 RESULTS May 9, 2023 ©2023 Ziff Davis. All rights reserved. www.ziffdavis.com Safe Harbor for Forward-looking Statements 2 Certain statements in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, particularly those regarding our 2023 Financial Guidance. Such forward-looking statements are subject to numerous assumptions, risks and uncertainties that could cause actual results to differ materially from those describ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (State or other jurisdiction (I.R.S. Employer of incorporation or organization) Identification No.) FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 0-25965 ZIFF DAVIS, ...

Ziff Davis, Inc. (NASDAQ:ZD) Q1 2023 Earnings Conference Call May 10, 2023 8:30 AM ET Company Participants Bret Richter - CFO Vivek Shah - CEO Conference Call Participants Shweta Khajuria - Evercore ISI Rishi Jaluria - RBC Capital Markets Jared Pomerantz - Susquehanna Financial Group Daniel Pfeiffer - JPMorgan Peter Lukas - CJS Securities Operator Good day, ladies and gentlemen, and welcome to the Ziff Davis First Quarter 2023 Earnings Call. My name is Paul, and I will be the operator assisting you today. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-25965 ZIFF DAVIS, INC. (Exact name of registrant as specified in its charter) Delaware 47-1053457 (State or other jurisdiction of incorporation o ...

Ziff Davis, Inc. (NASDAQ:ZD) Q4 2022 Earnings Conference Call February 16, 2023 8:30 AM ET Company Participants Vivek Shah - CEO Bret Richter - CFO Conference Call Participants Shweta Khajuria - Evercore ISI Jared Pomerantz - Susquehanna Capital Cory Carpenter - JPMorgan Joey Petroline - Barclays Capital James Breen - William Blair Ygal Arounian - Citigroup Rishi Jaluria - RBC Capital Markets Jon Tanwanteng - CJS Securities Operator Good day, ladies and gentlemen, and welcome to the Ziff Davis fourth quarte ...