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Ziff Davis signals expanded strategic review as segment-level transparency draws investor interest Nov. 07, 2025 11:17 AM ETZiff Davis, Inc. (ZD) StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: Ziff Davis (ZD) Q3 2025 Management View CEO Vivek Shah announced that Ziff Davis has engaged outside advisers to evaluate potential opportunities to unlock value for shareholders, referencing a "meaningful discount in our current market cap relative to the Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights Ziff Davis is evaluating various options, including potential divestitures or sales, with no specific option off the table, in response to segment transparency and buyer interest. Management cites increased segment-level transparency revealing business performance, inbound strategic and private equity interest, and believes the market's discount versus intrinsic value is at its widest. Revenue growth slowed to nearly 3%, full-year guidance was reiterated for the lower half of the range, and free cash flow remained strong with high margins. Recommended For You More Trending News
