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Zedge, Inc. — Q4 and Full-Year Fiscal 2026 Earnings Summary

  • Total revenue rose 4.0% to $7.8 million in Q4 and 7.6% to $31.6 million for the full year, driven by a 25.6% and 29.5% increase in subscription revenue respectively, while GAAP operating income turned positive in Q4 and narrowed losses for the full year.
  • Free cash flow surged 220.3% to $1.6 million in Q4 and 46.6% to $4.2 million for the full year, supported by a 13.4% increase in deferred revenue to $6.1 million and a $20.3 million cash balance.
  • The company initiated a $7.7 million insider investment led by Howard Jonas to accelerate the commercialization of DataSeeds.AI, which secured its first six-figure order, while Morris Berger assumed the CEO role.
  • Capital return activities included $2.7 million returned to stockholders via share repurchases and dividends, though share repurchases were suspended in Q1 FY27 following the capital raise.
  • Management provided no quantitative forward guidance, noting that consolidated revenue growth was negatively impacted by a decline at Emojipedia, while Monthly Active Users fell 16.8% to 19.3 million in Q4.
Company
ZEDGE INC
Sector
Communication Services
Industry
Internet Content & Information