Ziff Davis runs a portfolio of websites like IGN, PCMag, and RetailMeNot, plus cloud subscriptions for cybersecurity and marketing tools—think of it as a digital media and software bundle.
Money comes from advertising on its media sites and recurring subscription fees from cybersecurity and martech products. Gross margins are high at 77.11% TTM, but operating income is thin, around USD 0.20B annually.
Its media brands like PCMag and IGN have loyal audiences, but ad revenue faces competition from Google and Meta, while subscription tools compete with NortonLifeLock and Salesforce. Moat is eroding as digital ad shifts favor big platforms.
Key events, in time order
None yet
None yet
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
