The presentation is routine and contains no new material information. Monitor for actual guidance or material developments from DataSeeds.AI or product launches. The stock may see minimal movement from conference sentiment.
Price Chart
Executive Summary
Zedge filed an 8-K furnishing an investor presentation to be presented at a conference. The presentation highlights the company's core mobile app business with mid-90% gross margins, improving profitability (YTD Non-GAAP Net Income $2.6M vs $0.6M prior year), and early-stage optionality in AI training data (DataSeeds) and product innovation. No new material financial guidance or definitive agreements were disclosed.
Key Facts
- Investor presentation furnished under Item 7.01; no new material financial guidance.
- YTD FY26 Non-GAAP Net Income $2.6M vs $0.6M prior year; Adjusted EBITDA $3.6M vs $1.5M.
- TTM Free Cash Flow ~$3.1M; $20M cash, zero debt; ~3% dividend yield.
- Record Q3 FY26 ARPMAU of $0.119, up 21% YoY; ~1.3M active subscribers.
- DataSeeds.AI and Product Innovation Team described as unpriced optionality.
- Recently re-funded $2M buyback; ~2.7M shares repurchased to date for <$3/share.
Financial Impact
No new financial data; presentation reiterates existing metrics.
Risk Factors
- MAU decline trend not reversed; ARPMAU improvement may not sustain.
- DataSeeds and product innovation are early-stage with no guaranteed revenue contribution.
- Competition in mobile personalization and AI training data markets.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-069449 |
| Document: ea029495701ex99-1.htm | 0001213900-26-069449 |
| Document: 0001213900-26-069449-index-headers.html | 0001213900-26-069449 |
| Document: 0001213900-26-069449-index.html | 0001213900-26-069449 |
| Document: 0001213900-26-069449.txt | 0001213900-26-069449 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $2.81 | awaiting T+20 | — | $2.76 (−1.78%) |
Oct 21, 2026 5d ago | 8-K | $2.78 | awaiting T+20 | — | $2.76 (−0.72%) |
Oct 19, 2026 7d ago | 8-K | $2.79 | awaiting T+20 | — | $2.76 (−1.08%) |
Oct 9, 2026 17d ago | 3 | $2.93 | awaiting T+20 | — | $2.76 (−5.80%) |
Oct 9, 2026 17d ago | 8-K | $2.93 | awaiting T+20 | — | $2.76 (−5.80%) |
Oct 2, 2026 24d ago | SC 13D | $3.00 | awaiting T+20 | — | $2.76 (−8.00%) |
Aug 31, 2026 8w ago | 8-K | $3.04 $2.95 | ▼ −2.96% | ▼ −2.77% | $2.76 (−9.21%) |
Jun 17, 2026 18w ago | 8-K | $3.03 $2.97 | ▼ −1.98% | ▼ −3.30% | $2.76 (−8.91%) |
Jun 11, 2026 19w ago | 8-K | $4.16 $3.10 | ▼ −25.48% | ▼ −27.26% | $2.76 (−33.65%) |
US Market Status
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