Zedge, Inc. (ZDGE) Form 8-K — Oct 26, 2026
Zedge reported fiscal Q4 2026 revenue of $7.8 million, up 4.0% year-over-year, swinging to GAAP net income of $0.4 million ($0.03 diluted EPS) from a $0.6 million loss a year ago. Subscription revenue jumped 25.6% to $1.8 million in Q4 and 29.5% to $6.6 million for the full year. Full-year fiscal 2026 revenue rose 7.6% to $31.6 million, with free cash flow up 46.6% to $4.2 million and adjusted EBITDA up 134.2% to $4.1 million. The company ended the year with $20.3 million in cash after returning roughly $2.7 million to shareholders via buybacks and a newly initiated quarterly dividend of $0.02 per share, later increased 25%.
Key figures
- Eps
- $0.03 GAAP diluted (Q4 FY26); ($0.02) GAAP diluted (FY26); $0.24 non-GAAP diluted (FY26)
- Revenue
- $7.8 million (Q4 FY26); $31.6 million (FY26)
- Net Income
- $0.4 million (Q4 FY26); ($0.1) million (FY26)
- Revenue Yoy
- +4.0% (Q4); +7.6% (FY26)
- Cash Position
- $20.3 million
- Mau q4
- 19.3 million (-16.8% YoY)
- Arpmau q4
- $0.121 (+30.5%)
- Dividend per share
- $0.02 quarterly
- Insider investment
- $7.7 million (September, led by Howard Jonas)
- Deferred revenue q4
- $6.1 million (+13.4%)
- Free cash flow fy26
- $4.2 million (+46.6%)
- Shareholder returns
- approximately $2.7 million returned via buybacks and dividends
- Adjusted ebitda fy26
- $4.1 million (+134.2%)
- Active subscriptions q4
- approximately 1.3 million (+35.3%)
- Shares repurchased fy26
- 686,477
- Subscription revenue q4
- $1.8 million (+25.6% YoY)
- Subscription revenue fy26
- $6.6 million (+29.5% YoY)
- Impairment intangibles fy26
- $3.57 million
AI analysis
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