F I R S T Q U A R T E R 2021 R E S U L T S M A Y 1 1 , 2021 Safe Harbor for Forward-Looking Statements 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 2021 Financial Guidance. Such forward-looking statements are subject to numerous assumptions, risks and uncertainties that could cause actual results to differ materially from those described in those statements. Readers should ...

J2 Global, Inc.'s (JCOM) Q1 2021 Earnings Conference Call May 11, 2021 8:30 AM ET Company Participants Vivek Shah - Chief Executive Officer Scott Turicchi - President and CFO Conference Call Participants Cory Carpenter - JPMorgan Shyam Patil – SIG Will Power - Baird James Breen - William Blair Saket Kalia - Barclays James Fish - Piper Sandler Jon Tanwanteng - CJS Securities Operator Good day, ladies and gentlemen, and welcome to J2 Global’s Q1, 2021 Earnings Call. My name is Paul, and I will be the operator ...

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 March 31, 2021 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 J2 GLOBAL, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction (I.R.S. Empl ...

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, 2020 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 J2 GLOBAL, INC. Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act ...

F O U R T H Q U A R T E R A N D F U L L Y E A R 2 0 2 0 R E S U L T S F E B R U A R Y 1 2 , 2021 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 2021 Financial Guidance. Such forward-looking statements are subject to numerous assumptions, risks and uncertainties that could cause actual results to differ materially from those descri ...

J2 Global, Inc. (JCOM) Q4 2020 Results Earnings Conference Call February 12, 2021 8:30 AM ET Company Participants Vivek Shah - Chief Executive Officer Scott Turicchi - President and CFO Conference Call Participants Cory Carpenter - JPMorgan Daniel Ives - Wedbush Nick Jones - Citi James Fish - Piper Sandler Saket Kalia - Barclays Will Power - Baird James Breen - William Blair Shyam Patil - SIG Rishi Jaluria - D.A. Davidson Jon Tanwanteng - CJS Securities Operator Good day, ladies and gentlemen. And welcome 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 September 30, 2020 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 J2 GLOBAL, INC. (Exact name of registrant as specified in its charter) Delaware 47-1053457 of incorporation ...

Financial Data and Key Metrics Changes - J2 Global reported a 3.7% increase in revenue year-over-year for Q3 2020, reaching $357 million, exceeding expectations [33] - Adjusted EBITDA grew by 14.4% to a record $154.1 million, with an EBITDA margin of 43.2%, up from 39.2% a year ago [34] - Adjusted EPS increased approximately 20% to $2.02 per share compared to $1.70 per share in Q3 2019 [34] - Free cash flow reached a record $93.7 million, a 20% increase from Q3 2019, with a trailing 12-month free cash flow of $387 million [35] Business Line Data and Key Metrics Changes - The gaming business grew approximately 10% organically, benefiting from a new console cycle [9] - Broadband businesses also saw a 10% organic growth, with the Ekahau business returning to growth after previous COVID-related impacts [10] - Everyday Health revenues grew by 25%, primarily organic, with the MedPage brand traffic up 119% year-over-year [11] - Cloud fax businesses experienced a 4% revenue growth, with corporate cloud fax growing over 12% [12] - Cybersecurity portfolio saw a 10% organic growth in VPN businesses, while backup businesses declined as expected [13] Market Data and Key Metrics Changes - Speedtest set testing records with 1.75 billion tests in Q3, up 62% year-over-year [10] - RetailMeNot, acquired during the quarter, had trailing 12-month revenues of about $180 million with low 30s EBITDA margins [22] Company Strategy and Development Direction - The acquisition of RetailMeNot is seen as a strategic move to enhance the affiliate publishing and commerce space, with expectations of significant synergies [16][19] - The company aims to improve take rates and margins in its affiliate publishing business, with a focus on driving demand clicks [23][24] - J2 Global is committed to ongoing M&A activity, with a pipeline of mid-sized and larger deals, while also executing share buybacks [92] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate the pandemic, achieving record financial results [3][7] - The company remains cautious about the ongoing pandemic's impact on the economy but is optimistic about continued growth in digital media and healthcare sectors [50][90] - Management highlighted the importance of focusing on execution during peak shopping periods, such as Black Friday and Cyber Monday [69] Other Important Information - J2 Global has made significant progress in ESG initiatives, including a $10 million deposit in Black-run banks and a $6 million advertising commitment to the NAACP [29] - The board has been refreshed with new directors bringing valuable industry experience, particularly in healthcare [30] Q&A Session Summary Question: Strategic benefits of RetailMeNot - Management highlighted the strong track record in affiliate publishing and the potential for robust synergies with RetailMeNot [45] Question: Expectations for revenue and profit in digital media vs. cloud segment - Management indicated that RetailMeNot would contribute significantly in Q4, with expectations of seasonality affecting cloud revenue [47][49] Question: Work composition and changes - Management expressed satisfaction with the current board composition and ongoing efforts to refresh it [52][55] Question: Trends in media segment - Management noted sequential improvement in digital media performance throughout Q3, with positive early trends in Q4 [57] Question: Opportunities in healthcare business - Management acknowledged existing affiliate commerce within Everyday Health and potential growth areas in pharmaceuticals [60] Question: Revenue and EBITDA guidance for RetailMeNot - Management indicated expectations for potential revenue decline in 2021 due to the shrink-to-grow strategy, but with improved margins [66] Question: Growth opportunity within fax business - Management expressed bullishness on the corporate fax business, highlighting its importance in healthcare for HIPAA compliance [70][71] Question: Impact of share buybacks and M&A strategy - Management confirmed the ability to pursue both share buybacks and M&A, emphasizing the attractiveness of current stock valuation [77] Question: Trends in healthcare pharma advertising - Management reported strong growth in the pharma market, with a shift from traditional to digital advertising [89]

Financial Performance - Q3 2020 - Revenue increased by 3.7% from $344.1 million in Q3 2019 to $357.0 million in Q3 2020[7] - Adjusted EBITDA increased by 14.4% from $134.8 million in Q3 2019 to $154.1 million in Q3 2020[8] - Adjusted Gross Profit increased by 6.7% from $283.3 million in Q3 2019 to $302.3 million in Q3 2020[10] - Adjusted EPS increased by 19.1% from $1.70 in Q3 2019 to $2.02 in Q3 2020[11] Business Segment Performance - Q3 2020 - Cloud Services revenue decreased by 0.5% from $171.2 million in Q3 2019 to $170.2 million in Q3 2020[22] - Cloud Services Adjusted EBITDA increased by 1.6% from $86.5 million in Q3 2019 to $87.8 million in Q3 2020[22] - Digital Media revenue increased by 8.0% from $173.0 million in Q3 2019 to $186.7 million in Q3 2020[22] - Digital Media Adjusted EBITDA increased by 33.1% from $56.4 million in Q3 2019 to $75.0 million in Q3 2020[22] Financial Guidance - Revenue guidance raised by 4.6% from a range of $1.38 billion - $1.40 billion to a range of $1.447 billion - $1.462 billion[24] - Adjusted EBITDA guidance raised by 6.6% from a range of $556 million - $570 million to a range of $595 million - $605 million[24] - Adjusted Non-GAAP EPS guidance raised by 8.7% from a range of $7.17 - $7.41 to a range of $7.85 - $8.00[24] Additional Information - The report includes a safe harbor statement for forward-looking statements, cautioning readers about potential risks and uncertainties that could affect actual results[2,4] - The report also lists various risk factors that could materially affect the business, prospects, financial condition, operating results, and cash flows[5]

Financial Data and Key Metrics Changes - J2 Global reported a record revenue of $331 million for Q2 2020, representing a 2.7% increase year-over-year [37] - Adjusted EBITDA grew by 6.1% to $132.9 million, with an EBITDA margin of 40.1%, up from 38.8% in Q2 2019 [37][20] - Adjusted EPS increased by 7% to $1.71 per share compared to $1.60 per share in Q2 2019 [37] - Free cash flow reached a record $115.9 million, a 35% increase from Q2 2019 [38] Business Line Data and Key Metrics Changes - The Cloud Services segment saw a slight revenue decline of 1.2% to $167.1 million, primarily due to currency exchange rates and lower healthcare-related variable revenue [39] - Digital Media segment revenue grew by 6.9% to $163.9 million, with EBITDA increasing by 27% to $54 million [41] - Everyday Health display revenues grew by 35% in the quarter, contributing positively to the Digital Media segment [15] Market Data and Key Metrics Changes - The overall advertising market experienced a significant rebound, with J2 Global's ad business growing close to 7% despite initial expectations of a decline [14] - The company noted a stable cancel rate in Cloud Services, indicating resilience in customer retention [17] Company Strategy and Development Direction - J2 Global is focusing on M&A opportunities, particularly in sectors like healthcare digital transformation and cybersecurity solutions [24][23] - The company is committed to ongoing board refreshment and diversity initiatives, aiming to align board expertise with business needs [70][68] - A new leader for cybersecurity business units has been appointed to enhance growth in that area [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's performance despite the challenging economic environment, citing strong cash flow and operational resilience [12][13] - The company reinstated its fiscal year 2020 guidance, expecting revenues between $1.38 billion and $1.4 billion, with adjusted EBITDA between $556 million and $570 million [44][42] - Management anticipates a tilted U-shaped recovery rather than a sharp V-shaped recovery in the economy [53] Other Important Information - J2 Global ended the quarter with approximately $711 million in cash and investments, after repurchasing $24 million of its shares [21][35] - The company announced a new 10 million share repurchase program, reflecting confidence in its stock value [21] Q&A Session Summary Question: How is the company approaching M&A in the current environment? - Management indicated confidence in conducting M&A virtually and is prepared to pursue both small and larger deals [48][51] Question: Can you provide guidance on Cloud versus Digital Media revenue for Q3 and Q4? - Management expects a decline in Cloud revenue due to the sale of Australian and New Zealand assets, while Digital Media is anticipated to be flat in Q3 and down in Q4 [55][56] Question: What are the drivers of margin expansion despite COVID-19? - Management highlighted cost structure improvements and renegotiated vendor contracts as key drivers for margin expansion [106][111] Question: How are the early bundling efforts on Cloud Services impacting churn rates? - Management noted that retention programs were prioritized, leading to improved cancel rates, while bundling initiatives will be accelerated in the future [118] Question: What is the outlook for the Digital Media business, particularly in tech and gaming? - Management reported strong growth in Everyday Health and noted a favorable category mix, while anticipating some pressure in tech advertising due to console release timing [96][97]