☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JANUARY 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 1-37782 ZEDGE, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Exact Name of Registrant as Specified in its Charter) | Delaware | 26-3199071 | | --- | --- | | (State or other jurisdiction of | (I.R.S. Employer | | in ...

Zedge, Inc. (NYSE:ZDGE) Q2 2024 Earnings Conference Call March 15, 2024 10:00 AM ET Company Participants Brian Siegel - Senior Managing Director, Hayden IR Jonathan Reich - Chief Executive Officer Yi Tsai - Chief Financial Officer & Treasurer Conference Call Participants Allen Klee - Maxim Group Operator Good day and welcome to Zedge's Earnings Conference Call for the Second Fiscal Quarter 2024 Results. [Operator Instructions] I will now turn the call over to your host, Brian Siegel. The floor is yours. Bri ...

财务表现 - 公司总收入同比增长11.3%至7.8百万美元[3] - 广告收入同比增长18.4%至5.5百万美元[3] - Zedge+订阅收入同比增长24.4%至1.1百万美元[3] - 公司总收入为14,852,000美元，同比增长7%[21] - 直接成本为944,000美元，同比下降25%[21] - 销售、一般及管理费用为12,022,000美元，同比增长3%[21] - 无形资产减值损失为11,958,000美元[21] - 现金及现金等价物为18,064,000美元[20] - 调整后EBITDA为3,100,000美元，调整后EBITDA利润率为21%[24] - 非GAAP净利润为1,000,000美元，非GAAP每股收益为0.07美元[24] 业务表现 - Zedge Premium的交易总额同比增长22.5%至540,000美元[4,6] - 每月活跃用户(MAU)同比下降10.7%至28.8百万[4] - 每月活跃用户平均收入(ARPMAU)同比增长36.7%至0.072美元[4,7] - 公司拥有10's of millions的活跃用户[17] - 公司主要产品包括Zedge铃声和壁纸、GuruShots照片挑战游戏、Emojipedia表情符号平台[17] 业务发展 - 公司正在进行业务整合和成本优化,以推动GuruShots业务的稳定和增长[10,11,12,13,14,15] - 公司正在为Zedge Marketplace和Emojipedia制定新的增长策略[16] - 公司正在进行新产品和新技术的研发[17]

FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FOR THE QUARTERLY PERIOD ENDED OCTOBER 31, 2023 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 | | in ...

Zedge, Inc. (NYSE:ZDGE) Q1 2024 Earnings Conference Call December 13, 2023 4:30 PM ET Company Participants Brian Siegel - Senior Managing Director, Hayden IR Jonathan Reich - Chief Executive Officer Yi Tsai - Chief Financial Officer and Treasurer Conference Call Participants Allen Klee - Maxim Group Operator Good afternoon and welcome to Zedge’s Earnings Conference Call for the First Fiscal Quarter 2024 Results. During management's prepared remarks, all participants will be in listen-only mode. [Operator In ...

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, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes ☐ No ☒ Indicate by check mark if the registrant is not required to file reports pursu ...

Zedge, Inc. (NYSE:ZDGE) Q4 2023 Earnings Conference Call October 26, 2023 4:30 PM ET Company Participants Brian Siegel - Investor Relations, Hayden Jonathan Reich - Chief Executive Officer Yi Tsai - Chief Financial Officer Conference Call Participants Allen Klee - Maxim Group Operator Good afternoon and welcome to Zedge's Earnings Conference Call for Fiscal Fourth Quarter and End of Year 2023 Results. [Operator Instructions] I will now turn the call over to Brian Siegel. Sir, you may begin. Brian Siegel Tha ...

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 APRIL 30, 2023 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 or organization) I ...

Zedge, Inc. (NYSE:ZDGE) Q3 2023 Earnings Conference Call June 12, 2023 4:30 PM ET Company Participants Brian Siegel - IR, Hayden IR Jonathan Reich - CEO Yi Tsai - CFO Conference Call Participants Allen Klee - Maxim Group Operator Good afternoon and welcome to Zedge's Earnings Conference Call for the Third Fiscal 2023 Quarterly Results. During management's prepared remarks, all participants will be in a listen-only mode. [Operator Instructions] After today's presentation by Zedge's management, there will be ...

公司概况 - 公司建立了数字市场和友好竞争游戏,主要产品包括Zedge铃声和壁纸应用程序以及GuruShots摄影竞赛游戏[52] - Zedge铃声和壁纸应用程序自推出以来已安装近5.96亿次,过去两年的月活跃用户(MAU)在31.9-36.3百万之间[52] - 公司在2022年4月收购了GuruShots,这是一个专注于摄影竞赛的游戏平台,每月举办超过345场比赛[53] - 公司在2021年8月收购了Emojipedia,这是一个专注于提供最新和详细的表情符号定义、信息和新闻的平台[55] 业务发展 - 公司在2022财年推出了"NFTs Made Easy"等新功能,以提高用户参与度、MAU和收入增长[53] - 公司正在推进多项举措,包括优化新用户引导、完善游戏经济系统等,以推动用户增长、提高参与度和应用内购买[53,54] - 公司认为Zedge应用和GuruShots之间存在协同效应,计划让GuruShots玩家成为Zedge Premium的创作者[55] 财务表现 - 公司的月活跃用户(MAU)和每月活跃用户平均收入(ARPMAU)指标均有所下降,主要是由于新兴市场用户占比上升[59,60] - 公司在三个月和六个月期间的总收入分别增长1.0%和7.3%[62] - 付费订阅收入在三个月和六个月期间分别下降8%和8%[63] - Zedge Premium的总交易额在三个月和六个月期间分别增长0.9%和下降1.7%[64] - 直接成本占收入的比例从去年同期的4.9%和5.0%上升至本年同期的9.1%[64,65] - 销售、一般及管理费用占收入的比例从去年同期的44.9%和45.1%上升至本年同期的84.1%和84.3%[65] - 股份支付费用在三个月和六个月期间分别增长61.1%和70.5%[65] - 折旧和摊销费用在三个月和六个月期间分别增长126.4%和112.1%[65] - 公司员工人数从去年同期的64人增加至本年同期的102人[65] 其他财务信息 - 折旧和摊销费用在截至2023年1月31日的三个月和六个月内分别增加了126%和112%[66] - 利息和其他收入净额在截至2023年1月31日的三个月和六个月内大幅增加,主要是由于现金余额获得的利率较高[66] - 外汇交易产生的净收益(损失)包括美元兑挪威克朗和欧元的涨跌,包括套期保值活动产生的收益或损失[66] - 公司2023财年的有效税率与美国联邦法定税率存在差异,主要是由于与股权激励费用相关的暂时性差异[66] - 截至2023年1月31日,公司有350万美元的递延税资产,其中190万美元的估值准备与美国联邦和州税以及某个国际子公司有关[66] 业务分部表现 - Zedge App业务的经营收益在三个月和六个月内分别下降50%和49%,主要是由于收入下降和运营费用上升[67] - GuruShots业务在三个月和六个月内分别亏损190万美元和350万美元,主要是由于收入下降和运营费用上升[67] 收购活动 - 公司于2022年4月收购GuruShots,收购价格包括1800万美元现金和最高1680万美元的或有对价[70] - 公司于2021年8月收购Emojipedia的主要资产,总收购价格为670万美元[70] 融资活动 - 公司于2022年10月与Western Alliance Bank签订了新的贷款协议,获得了700万美元的定期贷款和400万美元的循环信贷[71]