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 July 31, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 1-37782 Zedge, Inc. (Exact Name of Registrant as Specified in its Charter) | Delaware | 26-3199071 | | --- | --- | | (State or Other Jurisdiction of | (I.R.S. Employer | | Incorporation ...

Zedge (NYSEAM:ZDGE) Q4 2025 Earnings Call October 28, 2025 11:00 AM ET Speaker2Good day and welcome to Zedge's earnings conference call for the fourth quarter and end-of-year fiscal 2025 results. During management's prepared remarks, all participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation by Zedge's management, there will be an opportunity to ask questions. To ask a question, please ...

订阅用户表现 - 活跃订阅数达到创纪录的98.4万，同比增长47%[1][12] - 付费订阅用户数从Q124的64.8万增长至Q425的98.4万，增幅为51.9%[19] 订阅收入表现 - 第四季度订阅收入为140万美元，同比增长21%[3][10] - 全年订阅收入为510万美元，同比增长17.1%[10] - 每付费用户平均收入（ARPMAU）为0.093美元，同比增长16.9%[8][12] - 订阅收入FY24为4300万美元，较FY23的3500万美元增长22.9%[19] 总收入表现 - 第四季度总收入为750万美元，同比下降1.5%[8][10] - 全年总收入为2940万美元，同比下降2.3%[8][10] - 公司FY24总收入为3.01亿美元，较FY23的2.72亿美元增长10.7%[19] - 2025财年总收入为2939.8万美元，较2024财年的3009.1万美元下降2.3%[31] 各业务线收入表现 - 广告收入FY24为2.10亿美元，较FY23的1.83亿美元增长14.8%[19] - 数字商品和服务收入FY24为3500万美元，较FY23的4600万美元下降23.9%[19] - Zedge Premium商品交易总额（GTV）为64万美元，同比增长7.3%[8][12] - Zedge Premium平台总交易价值FY24为215万美元，较FY23的154万美元增长39.6%[19] 用户活跃度表现 - 月活跃用户从Q124的2850万下降至Q425的2320万，降幅为18.6%[19] 盈利能力与亏损 - 全年GAAP营业亏损为320万美元，相比上年1180万美元亏损收窄72.6%[8][10] - 公司FY24 GAAP运营收入为30万美元，较FY23的GAAP运营亏损320万美元实现扭亏为盈[19] - 公司FY24非GAAP净利润为180万美元，较FY23的190万美元下降5.3%[19] - 2025财年净亏损为239.2万美元，较2024财年净亏损917.1万美元改善73.9%[31] - 公司FY24全年净亏损为920万美元，而FY23全年净亏损为610万美元[36] - FY24全年调整后EBITDA为470万美元，相比FY23的570万美元下降18%[36] - FY25全年调整后EBITDA为180万美元，较FY24的470万美元下降62%[36] - 2025财年第四季度净亏损为55.9万美元，而2024财年同期净亏损为3.9万美元[31] - Q225净亏损为170万美元，调整后EBITDA为负10万美元[36] - Q325实现净收入20万美元，调整后EBITDA为120万美元[36] - FY25全年净亏损为240万美元[36] - 公司FY24全年GAAP净亏损为920万美元，经调整后Non-GAAP净利润为180万美元[37] - 公司FY25全年GAAP净亏损为240万美元，经调整后Non-GAAP净利润为70万美元[37] 现金流表现 - 公司FY24经营活动现金流为590万美元，较FY23的320万美元增长84.4%[19] - 2025财年运营活动产生的净现金为342.2万美元，较2024财年的585.0万美元下降41.5%[33] - FY24全年自由现金流为470万美元，显著高于FY23的170万美元[37] - FY25全年自由现金流为290万美元，较FY24的470万美元有所下降[37] - 第四季度（Q424）经营活动现金流为70万美元，为财年内最低水平[37] - 第三季度（Q324）自由现金流为210万美元，为财年内最高水平[37] 成本与费用 - 2025财年无形资产减值损失为0美元，而2024财年无形资产减值损失高达1195.8万美元[31] - 2025财年研发成本资本化为46.6万美元，较2024财年的114.7万美元减少59.4%[33] - 公司FY24全年折旧和摊销费用为250万美元，低于FY23的330万美元[36] - FY24全年股权激励费用为210万美元，相比FY23的250万美元有所减少[36] - 股票薪酬费用从FY24的210万美元下降至FY25的140万美元[37] - 第二季度（Q224）发生重大资产减值和重组费用1200万美元，导致该季度净亏损920万美元[36] - 第二季度（Q224）发生重大资产减值和重组费用1200万美元，是当季主要调整项[37] 资本结构与公司行动 - 第四季度回购64万股普通股，全年总计回购130万股[1][4][8] - 公司现金余额约为1900万美元，无债务[4] - 2025财年末现金及现金等价物为1860.9万美元，较2024财年末的1999.8万美元减少6.9%[28][33] - 2025财年末递延收入为536.2万美元，较2024财年末的309.9万美元增长73.0%[28] - 2025财年股票回购支出为443.3万美元，显著高于2024财年的64.6万美元[33] - 2025财年末总资产为3565.4万美元，较2024财年末的3819.5万美元下降6.7%[28] - 公司FY24全年利息及其他净支出为60万美元[36] - 加权平均股数从FY24的1410万股略微下降至FY25的1370万股[37]

Active subscriptions1 reached a record 984K, up 47% year-over-year; subscription revenue grew 21% year-over-year ARPMAU1 grew 17% year-over-year Repurchased 640,000 shares during Q4 and 1.3 million in the fiscal year Introduced first dividend post year-end NEW YORK, NY / ACCESS Newswire / October 28, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced ...

Zedge Inc. (NYSE:ZDGE) is one of the best long term penny stocks with huge upside potential. On October 6, Zedge launched Tapedeck, which is a new music app and service. The company designed Tapedeck to offer musicians greater control over their work and fairer compensation. The initiative extends Zedge’s successful creator-first model, which began with the Zedge Premium marketplace in 2017 and has since paid out millions of dollars annually to creators globally. Tapedeck is the concept of Tim Quirk, Zedg ...

Contact Us Back to the Newsroom Zedge's Dataseeds.AI Grows its Enterprise Customer Base for Rights-Cleared, On-Demand Visual Datasets Monday, 20 October 2025 07:00 AM Topic:Â Product Announcements New customer wins underscore accelerating adoption of custom, rights-cleared visual content Zedge's global creator community, including GuruShots and Zedge Marketplace contributors, fulfills bespoke customer requests at scale Enhancements to search tool improve discovery of contextually relevant content needed to ...

Press Alt+1 for screen-reader mode, Alt+0 to cancelAccessibility Screen-Reader Guide, Feedback, and Issue Reporting | New window Contact Us Back to the Newsroom NEW YORK, NY / ACCESS Newswire / October 20, 2025 / Zedge, Inc. (NYSE American:ZDGE) will report financial and operational results for its Fourth Quarter & End of Fiscal Year 2025 results, ending July 31, 2025. Zedge's earnings release will be filed on Form 8-K and posted on the Zedge investor relations website (investor.zedge.net) at approximately ...

Strong cash position, debt free balance sheet, ongoing free cash flow generation and share repurchase program highlight confidence in long-term growth and innovation strategy NEW YORK, NY / ACCESS Newswire / October 14, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced that its Board of Directors has approved the initiation of a quarterly cash divide ...

Zedge to Present at The LD Micro Main Event XIX on October 20, 2025October 10, 2025 7:00 AM EDT | Source: LD MicroNew York, New York--(Newsfile Corp. - October 10, 2025) - Zedge, Inc. (NYSE American: ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, announced today that CEO Jonathan Reich will be presenting at the LD Micro Main Event XIX at the Hotel del Coronado in San Diego on Octobe ...

公司战略与产品创新 - 公司宣布成立专门的产品创新团队，致力于利用人工智能快速构思、验证和部署新产品概念 [1] - 该AI驱动的新产品开发策略旨在以传统开发方法一小部分的时间和成本实现产品创新 [1] - 公司首席执行官表示，人工智能正成为公司越来越多业务背后的引擎，标志着公司发展进入新篇章 [1] 产品案例与效率 - 新推出的SynCat应用程序展示了公司的AI驱动产品开发策略 [1] - 该应用由两人团队在数周内利用人工智能和“氛围编程”构思并构建完成 [1]