ZDGENYSEServices-Prepackaged SoftwareUS GAAP · USD

Zedge, Inc.

Zedge, Inc. builds digital marketplaces and social entertainment products centered on mobile personalization and user-generated content. Its portfolio includes the Zedge App for wallpapers, ringtones, and notification sounds, the Zedge Premium creator marketplace, the GuruShots photo challenge game, and Emojipedia, an emoji reference and content platform. The company is based in the United States and serves a global user base through mobile apps and web properties.

Kysy yhtiöstä
Liikevaihto29,4milj. USD
−2,3 %v/v
Liikevoitto (EBIT)−3,2milj. USD
+72,6 %v/v
EBIT-marginaali−11,0%
+28,2 %-yks.v/v
Nettotulos−2,4milj. USD
+73,9 %v/v
Vapaa kassavirta3,3milj. USD
−42,5 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−20−10010203040milj. USD2020: 9,5 milj. USD2020: EBIT −0,40 milj. USD20202021: 20 milj. USD2021: EBIT 7,8 milj. USD20212022: 27 milj. USD2022: EBIT 12 milj. USD20222023: 27 milj. USD2023: EBIT −6,9 milj. USD20232024: 30 milj. USD2024: EBIT −12 milj. USD20242025: 29 milj. USD2025: EBIT −3,2 milj. USD202529−3,2
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Zedge, Inc.

Liiketoiminta

Osuus liikevaihdosta
Mobile personalization marketplace45 %

Digital wallpapers, ringtones, video wallpapers, and notification sounds sold through the Zedge App.

Subscription and premium content20 %

Zedge Premium subscriptions and related creator monetization features, including AI-enabled offerings.

Advertising25 %

Mobile advertising and ad inventory monetization across the Zedge App and related properties.

Digital goods and services8 %

GuruShots in-app purchases, gameplay monetization, and other digital content services.

Reference and web content2 %

Emojipedia and related web-based content and audience monetization.

Tuotteet

Raportoitu · osuus liikevaihdosta
69,2%17,3%FY2025100 %
  • Advertising69,2 %
  • Subscription and Circulation17,3 %
  • Digital Goods and Services7,4 %
  • Other Revenues6,1 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Zedge sells primarily to consumers who want to personalize their phones and engage with digital content, while also monetizing through advertising demand partners and exchanges. It also serves creators and content owners who use Zedge Premium to distribute and monetize digital assets, and players who buy virtual goods or participate in GuruShots challenges. On the monetization side, the company depends on large advertising platforms and exchanges that buy inventory and route advertiser demand.

Mobile consumers

Users of the Zedge App who download wallpapers, ringtones, and sounds for personalization.

Premium subscribers

Consumers paying for Zedge Premium and related subscription features, including AI-generated content access.

Creators and content owners

Artists and rights holders who supply digital content and monetize through Zedge Premium.

Advertising partners and exchanges

Large ad platforms and exchanges such as Google, Facebook, Vungle, and AppLovin that monetize inventory.

GuruShots players

Users buying in-game items and participating in photo challenges within the GuruShots platform.

Strategia

Zedge is focused on expanding monetization across its app ecosystem through subscriptions, AI-enabled features, and creator tools. It is also working to improve user acquisition, engagement, and the mix of users in higher-monetizing geographies, while continuing to develop GuruShots and Emojipedia as complementary products. The strategy depends on keeping the consumer experience differentiated enough to support retention and on maintaining strong relationships with ad demand partners.

Expand Zedge Premium monetizationLyhyt aikaväli

Subscriptions and AI features diversify revenue beyond advertising.

Improve user mix and engagementKeskipitkä aikaväli

Higher-value users and developed-market traffic support better ad rates.

Strengthen creator ecosystemKeskipitkä aikaväli

Creator tools and distribution expand content supply and monetization.

Develop adjacent productsPitkä aikaväli

GuruShots and Emojipedia broaden the platform and reduce dependence on one app.

Maantiede

Zedge has a global user base, but its revenue is concentrated in the United States because advertising demand is monetized through U.S.-based partners. The company notes that well-developed economies generate a disproportionate share of revenue, while a growing share of Zedge App users comes from emerging markets such as India. This geographic mix matters because advertising rates are materially higher in developed markets than in emerging markets.

Riskit

Zedge depends on mobile advertising, app-store distribution, and a small number of large ad partners, so changes in demand, platform policies, or customer concentration can quickly affect results. The company also faces execution risk in AI features, user retention, and shifting its audience mix toward higher-monetizing geographies. Intangible asset impairment, restructuring charges, and revenue volatility across products add further business and accounting risk.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Advertising demand concentration1Geographic monetization mix2User retention and engagement3Technology and AI execution5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Advertising demand concentrationVaikutus: KorkeaTodennäköisyys: Korkea

    A limited number of demand partners and exchanges drive a large share of revenue.

    KohdistuuGoogleFacebookVungleAppLovinOther exchanges
  2. Geographic monetization mixVaikutus: KorkeaTodennäköisyys: Korkea

    Emerging-market users monetize at lower ad rates than developed-market users.

    Kohdistuu: India and other emerging markets

  3. User retention and engagementVaikutus: KorkeaTodennäköisyys: Korkea

    Freemium apps rely on active users to generate ad views and paid conversions.

    Kohdistuu: Zedge App and GuruShots

  4. Intangible asset impairmentVaikutus: Korkea

    Acquired and developed assets may lose value if products underperform.

    Kohdistuu: GuruShots and other acquired intangibles

  5. Technology and AI executionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    The company must keep pace with mobile, internet, and AI product changes.

    Kohdistuu: AI wallpaper tools and creator features

Kysy Clarifolta: Zedge, Inc.

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition

Advertising, subscriptions, and digital goods may be recognized differently based on delivery and usage.

Vaikutus: Affects timing of reported revenue and subscription billings

Goodwill and intangible assets

Acquired businesses and content platforms must be tested for impairment.

Vaikutus: Can create large non-cash charges if performance weakens

Capitalized software and technology development costs

Product development spending may be capitalized and amortized over time.

Vaikutus: Influences operating expense timing and asset values

Restructuring charges

Workforce and business changes can generate one-time charges.

Vaikutus: Adds volatility to operating income and segment results

Stock-based compensation

Equity awards are a meaningful non-cash expense for a software company.

Vaikutus: Affects reported profitability and diluted share count

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

IZEA Worldwide, Inc.

IZEA · Services-Advertising

Chegg, Inc

CHGG · Services-Educational Services

Eventbrite, Inc.

Services-Computer Programming, Data Processing, Etc.

Zhihu Inc.

ZH · Services-Business Services, NEC

Zeta Global Holdings Corp.

ZETA · Services-Prepackaged Software

Pinterest, Inc

PINS · Services-Computer Programming, Data Processing, Etc.

Päivitetty: 24.9.2026

Zedge, Inc. (ZDGE) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo