Ziff Davis, Inc. (NASDAQ: ZD)

Ziff Davis, Inc is a vertically focused digital media and internet company that operates a portfolio of leading brands in technology shopping gaming and entertainment health and wellness connectivity cybersecurity and martech. The company creates and distributes trusted editorial content and tools for users seeking information and advice in these markets. It also provides broadband network intelligence cybersecurity solutions and digital marketing tools to consumers and businesses.

Ziff Davis generates revenue primarily through advertising and performance marketing subscription and licensing and other sources. Advertising and performance marketing revenue comes from selling online display and video advertising on its owned and operated websites and applications and on third party sites as well as generating leads and click through commissions for advertisers. Subscription and licensing revenue is derived from cloud based subscription services fixed and variable usage fees perpetual software licenses and licensing of proprietary technology data and intellectual property. Other revenue includes hardware sales online course revenues game publishing revenues and revenues from a customer acquisition platform for subscription services companies.

The company operates through the following segments Technology & Shopping Gaming & Entertainment Health & Wellness Connectivity and Cybersecurity & Martech.

• Technology & Shopping includes technology publishing brands such as CNET PCMag Mashable Lifehacker Spiceworks and ZDNET that provide laboratory based product reviews technology news buying guides and research papers as well as shopping properties like RetailMeNot VoucherCodes Offerscom and BlackFridaycom that offer authoritative content discount opportunities gift card processing and promotional media solutions to influence consumer purchase decisions.

• Gaming & Entertainment encompasses IGN Entertainment which operates fifteen digital properties delivering game tips reviews insights and a digital storefront for video games ebooks and software and Humble Bundle which offers a digital subscription and storefront for video games ebooks and software while raising funds for charity.

• Health & Wellness is operated by Everyday Health Group and serves three audiences Health & Wellness Consumer Health & Wellness Professional and Health & Wellness Pregnancy & Parenting through brands such as Everyday Health DailyOM Lose It Migraine Again theSkimm MedPage Today PRIME Education Health eCareers BabyCenter Emma s Diary What to Expect Mom Media and related tools apps newsletters courses and professional development services.

• Connectivity operates under the Ookla brand and provides broadband mobile and Wi Fi testing applications analysis and insights through Speedtest Ekahau Downdetector and RootMetrics to internet service providers mobile service providers enterprise Wi Fi integrators and regulatory bodies worldwide.

• Cybersecurity & Martech comprises the VIPRE Security Group offering endpoint and email security security awareness training secure backup and file sharing virtual private network solutions and the MOZ Group providing email marketing delivery search engine optimization tools and voice and text communication services to consumers and businesses.

Ziff Davis holds a strong position in the digital media and internet markets leveraging the reputation of its brands as trusted sources of premium and exclusive content objective information and expert reviews. The company faces competition from diversified internet and digital media firms such as IAC Future PLC Red Ventures Penske Media Integrated Media and Internet Brands vertical specific players like RVO Health TechTarget Vox Media Centerfield Doximity and Fandom and large advertising sellers including Alphabet Meta Snap and Twitch. In the connectivity space it competes with Opensignal Accenture NetAlly and IBWave while its cybersecurity and martech businesses contend with email marketing solution providers marketing automation services cybersecurity software and service vendors virtual private network providers and firms such as SEMRush MailChimp Campaign Monitor Constant Contact and Dialpad. Competitive advantages include the ability to attract consumers professionals and advertisers to its digital properties the reach and effectiveness of its customer messaging branding and marketing services expertise in multiple monetization methods financial strength reliability security of service intellectual property ownership effective customer support ease of use service scalability geographic coverage scope of services currency and payment method acceptance and local language sales messaging and support.

Ziff Davis serves a diverse customer base that includes advertisers and advertising agencies seeking to reach technology shopping gaming and wellness audiences third party websites and applications that display its ads consumer health and wellness vendors consumer packaged goods companies information technology service providers online merchants that pay click through commissions businesses that subscribe to its cloud based security and marketing tools consumers who use its weight loss app digital subscription storefront and other services internet service providers mobile service providers enterprise Wi Fi systems integrators regulatory bodies and sole proprietors small to medium sized enterprises and larger enterprises that rely on its cybersecurity martech and connectivity solutions.