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 ...

Financial Data and Key Metrics Changes - For Q4 2022, revenue was $396.7 million, a decline of 2.9% from $408.6 million in Q4 2021. Adjusted EBITDA grew by 4.1% to $168.3 million, with an adjusted EBITDA margin of 42.4% [16][17] - For the full year 2022, total revenue grew by 0.6% to $1.391 billion, while adjusted EBITDA increased by 4.6% to $507.2 million, resulting in a 36.5% adjusted EBITDA margin [17][22] Business Line Data and Key Metrics Changes - Advertising revenues declined by 8% in Q4 2022, with a 6% decline for the full year. The gaming vertical saw a mid-single-digit decline, while the shopping vertical, particularly RetailMeNot, experienced low single-digit growth [8][18] - Subscription revenues grew over 4% in Q4 2022, driven by strong performance in the connectivity business, which has seen double-digit growth [9][19] - Cybersecurity and MarTech businesses faced challenges, with a nearly 10% revenue decline in Q4 2022, primarily due to unfavorable foreign exchange rates [10][18] Market Data and Key Metrics Changes - The advertising market remains volatile, with significant challenges in the tech category, which saw double-digit declines. However, there are signs of stabilization in the health advertising sector, which constitutes 40% of advertising revenues [8][12] - The overall churn rate for subscriptions increased to 3.81%, reflecting various factors including promotional holiday bundles and higher VPN churn [19][46] Company Strategy and Development Direction - The company aims to focus on earnings, invest in organic growth, attract talent, and build a strong balance sheet for future acquisitions. The strategy includes reallocating resources to address underperforming segments [6][12] - The company is actively pursuing M&A opportunities across its seven platforms, emphasizing the importance of acquiring quality assets at fair prices [12][26] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for 2023, anticipating a stabilization in the advertising market and potential revenue growth in the second half of the year. The company expects total revenue growth of about 1% for the full year, with challenges persisting in the first half [12][22] - The company is committed to managing costs while investing in growth opportunities, particularly in health and wellness, shopping, and cybersecurity sectors [10][30] Other Important Information - The company reported a strong balance sheet with over $800 million in cash and investments, and a gross debt to EBITDA ratio of two times [12][21] - The company is focused on ESG efforts, having committed to emissions reduction targets and receiving recognition for its initiatives [13] Q&A Session Summary Question: Trends observed in Q4 and early 2023 - Management noted slight growth in the shopping business and a lack of budget release in health advertising during Q4. They are cautiously optimistic about 2023, particularly in health advertising bookings [24][25] Question: M&A environment and opportunities - Management highlighted a robust pipeline of M&A activity across all platforms, focusing on acquiring great businesses at fair prices [26] Question: Bottom line pacing and OpEx growth - Management indicated that while they are investing in growth, they are also being thoughtful about spending, aiming for a balance between funding opportunities and managing costs [29][30] Question: Impact of generative AI on editorial content - Management believes generative AI can enhance content creation efficiency, but high-quality content will still require human involvement [39][41] Question: Subscription business performance - The connectivity segment continues to perform well, while challenges remain in the cybersecurity sector, particularly in customer acquisition for VPN services [45][46]

FOURTH QUARTER AND FULL YEAR 2022 RESULTS February 15, 2023 ©2023 Ziff Davis. All rights reserved. www.ziffdavis.com Safe Harbor for Forward-looking Statements • Future operating results • Ability to acquire businesses on acceptable terms and integrate and recognize synergies from • Deployment of cash and investment balances to grow the company • Subscriber growth, retention, usage levels and average revenue per account | --- | --- | |------------------------------------------------------------------------- ...

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, 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) (State or other jurisdiction (I.R.S. ...