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Subscription revenue increased 32%, and active subscriptions1 grew 41% to nearly 1.3 million

订阅收入增长 32%，活跃订阅数增长 41%，接近 130 万

ARPMAU1 for the Zedge Marketplace increased 21% to $0.119; Zedge Premium GTV1 increased 17%

Zedge 市场的 ARPMAU 增长 21%，达到 0.119 美元；Zedge Premium GTV 增长 17%

GAAP net income of $0.9 million; free cash flow2 increased 55% year over year

GAAP 净收入为 90 万美元；自由现金流同比增长 55%

DataSeeds.AI fulfilled first six-figure order, demonstrating enterprise-scale execution capability

DataSeeds.AI 完成首个六位数订单，展示了企业级执行能力

Zedge, Inc. (NYSE American:ZDGE), $ZDGE, a company that builds and operates creator communities serving 20 million monthly active users, today announced results for its third quarter fiscal 2026, ended April 30, 2026.

Zedge, Inc.（纽约证券交易所代码：ZDGE），$ZDGE，一家为 2000 万月活跃用户构建和运营创作者社区的公司，今天公布了截至2026年4月30日的 2026 财年第三季度业绩。

Jonathan Reich, Zedge's CEO, commented:

Zedge 首席执行官 Jonathan Reich 评论道：

"In our third quarter, we continued to demonstrate that the core Zedge Marketplace business is resilient and becoming more efficient. Subscription revenue grew 32% year over year, and active subscriptions reached nearly 1.3 million, both continuing a multi-quarter trend. ARPMAU increased 21%, and Zedge Premium GTV increased 17%, reflecting the benefits of our ongoing focus on acquiring and retaining higher-value users. While total advertising revenue declined year over year, that decline was entirely attributable to Emojipedia, which we are managing for overall return in light of Google's changes to its search results page. Within the Zedge Marketplace, advertising revenue was essentially flat year over year, a resilient result given that the prior year benefited from a one-time integration bonus from an ad platform partner. Encouragingly, iOS revenue within the Zedge Marketplace grew 35% year over year, reinforcing our message that, as we attract and monetize higher-value users in premium markets, the quality of our revenue continues to improve.

“在我们的第三季度，我们继续证明核心 Zedge 市场业务具有韧性并变得更加高效。订阅收入同比增长 32%，活跃订阅数接近 130 万，均延续了多个季度的趋势。ARPMAU 增长 21%，Zedge Premium GTV 增长 17%，反映了我们持续关注获取和留住高价值用户的好处。尽管总广告收入同比下降，但这一下降完全归因于 Emojipedia，我们正在根据 Google 对其搜索结果页面的更改进行管理，以实现整体回报。在 Zedge 市场内，广告收入基本持平，同比结果表现出韧性，考虑到去年受益于来自广告平台合作伙伴的一次性整合奖金。令人鼓舞的是，Zedge 市场内的 iOS 收入同比增长 35%，进一步强化了我们的信息，即随着我们在高端市场吸引和变现高价值用户，我们的收入质量持续改善。”

"On the DataSeeds.AI front, I am excited to report that we fulfilled our first six-figure order this quarter stemming from an existing customer relationship with a leading technology company. At the same time, we are beginning to see interest from new prospects, which strengthens our confidence in this offernig. This milestone reflects our growing capacity to deepen customer relationships and scale production. While revenue remains lumpy at this stage, successfully delivering projects of this size, on spec and within tight timeframes, is a necessary capability for DataSeeds' future growth.

“在 DataSeeds.AI 方面，我很高兴地报告，我们在本季度完成了来自一家领先科技公司的现有客户关系的首个六位数订单。同时，我们开始看到来自新潜在客户的兴趣，这增强了我们对这一产品的信心。这个里程碑反映了我们加深客户关系和扩大生产能力的增长潜力。尽管在这个阶段收入仍然波动，但成功交付如此规模的项目，按规格和在紧迫的时间框架内完成，是 DataSeeds 未来增长所需的能力。”

"Our Innovation Team continues to advance - with four alpha products now live, and we remain on track to achieve our goal of six alpha launches this fiscal year. Our framework remains consistent: pre-validate, build fast, measure against clear KPIs and invest in the winners while quickly ceasing to spend on those that do not meet our criteria. Each launch compounds the next, as reusable infrastructure and lessons from prior releases shorten our time-to-market.

“我们的创新团队持续推进——目前已有四款 Alpha 产品上线，我们仍在按计划实现本财年六款 Alpha 产品的目标。我们的框架保持一致：预先验证、快速构建、根据明确的 KPI 进行测量，并在快速停止对不符合我们标准的项目的投资。每次发布都为下一次发布积累经验，因为可重用的基础设施和之前发布的经验缩短了我们的上市时间。”

"Financially, cash flow from operations increased over 40%, while free cash flow increased 55% year over year to $1.2 million and is now up 10% year to date, and our cash and cash equivalents balance strengthened to $19.7 million with no debt. We also increased our quarterly dividend by 25% during the quarter, opportunistically repurchased shares when conditions warranted and invested in innovation, all without compromising our strong balance sheet. Subsequent to quarter's end, our board added $2 million to our existing share repurchase authorization, bringing total available capacity to approximately $2.2 million, reflecting our continued confidence in the value of our shares."

“在财务方面，运营现金流增长超过 40%，自由现金流同比增长 55%，达到 120 万美元，年初至今增长 10%，我们的现金及现金等价物余额增强至 1970 万美元且无债务。我们还在本季度将季度股息提高了 25%，在条件合适时主动回购股票，并投资于创新，所有这些都没有影响我们强劲的资产负债表。在季度结束后，我们的董事会将现有的股票回购授权增加了 200 万美元，使总可用额度约为 220 万美元，反映了我们对公司股票价值的持续信心。”

Third Quarter Highlights (fiscal 2026 versus fiscal 2025)

第三季度亮点（2026 财年与 2025 财年对比）

Revenue increased 3.0% to $8.0 million;
GAAP operating income of $1.1 million, compared to $0.2 million;
GAAP net income and diluted EPS of $0.9 million and $0.07, compared to $0.2 million and $0.01, respectively;
Non-GAAP net income and diluted Non-GAAP EPS of $1.0 million and $0.07, compared to $0.9 million and $0.06, respectively;
Free cash flow of $1.2 million, compared to $0.8 million;
Adjusted EBITDA2 of $1.3 million, compared to $1.2 million;
ARPMAU increased 21.2% to $0.119;
Zedge Premium GTV increased 16.6%;
Active subscriptions increased 40.6% to nearly 1.3 million;
Deferred revenue of $6.2 million, up 25.7% year over year;
Cash and cash equivalents were $19.7 million at quarter's end;
Paid a quarterly dividend of $0.02 per share.

收入增长 3.0%，达到 800 万美元；
GAAP 营业收入为 110 万美元，较 20 万美元有所增加；
GAAP 净收入和稀释后每股收益分别为 90 万美元和 0.07 美元，较 20 万美元和 0.01 美元有所增加；
非 GAAP 净收入和稀释后非 GAAP 每股收益分别为 100 万美元和 0.07 美元，较 90 万美元和 0.06 美元有所增加；
自由现金流为 120 万美元，较 80 万美元有所增加；
调整后 EBITDA 为 130 万美元，较 120 万美元有所增加；
ARPMAU 增长 21.2%，达到 0.119 美元；
Zedge Premium GTV 增长 16.6%；
活跃订阅数增长 40.6%，接近 130 万；
递延收入为 620 万美元，同比增长 25.7%；
季末现金及现金等价物为 1970 万美元；
每股支付季度股息 0.02 美元。

Third Quarter Select Financial Metrics: FY26 versus FY25*

第三季度精选财务指标：2026 财年与 2025 财年对比*


($ in MM except for per share amounts)	Q3 '26			Q3 '25			Change	YTD '26		YTD '25			Change
Total Revenue	$	8.0			$	7.8		3.0	%	$	23.9			$	21.9		8.8	%
Advertising Revenue	$	5.4			$	5.6		-4.0	%	$	16.1			$	15.1		6.1	%
Digital Goods and Services Revenue	$	0.5			$	0.5		6.9	%	$	1.5			$	1.7		-12.3	%
Subscription Revenue	$	1.7			$	1.3		31.9	%	$	4.8			$	3.7		31.1	%
Other Revenue	$	0.5			$	0.4		4.6	%	$	1.4			$	1.4		4.9	%
GAAP Operating Income (Loss)	$	1.1			$	0.2		571.3	%	$	(0.9	)		$	(2.5	)	64.1	%
Operating Margin		13.4	%			2.1	%				-3.8	%			-11.5	%
GAAP Net Income (Loss)	$	0.9			$	0.2		400.5	%	$	(0.6	)		$	(1.8	)	68.7	%
GAAP Diluted EPS	$	0.07			$	0.01		600.0	%	$	(0.05	)		$	(0.13	)	61.5	%
Non-GAAP Net Income	$	1.0			$	0.9		12.0	%	$	2.6			$	0.6		322.6	%
Non-GAAP Diluted EPS	$	0.07			$	0.06		17.7	%	$	0.20			$	0.04		342.1	%
Cash Flow from Operations	$	1.2			$	0.9		40.3	%	$	2.9			$	2.7		5.7	%
Free Cash Flow	$	1.2			$	0.8		54.9	%	$	2.6			$	2.4		9.7	%
Adjusted EBITDA	$	1.3			$	1.2		1.0	%	$	3.6			$	1.5		146.6	%
Shares Repurchased (M)		0.08				0.22					0.33				0.68


（单位：百万美元，除每股金额外）	2026 年第三季度			2025 年第三季度			变化	2026 年累计		2025 年累计			变化
总收入	$	8.0			$	7.8		3.0	%	$	23.9			$	21.9		8.8	%
广告收入	$	5.4			$	5.6		-4.0	%	$	16.1			$	15.1		6.1	%
数字商品和服务收入	$	0.5			$	0.5		6.9	%	$	1.5			$	1.7		-12.3	%
订阅收入	$	1.7			$	1.3		31.9	%	$	4.8			$	3.7		31.1	%
其他收入	$	0.5			$	0.4		4.6	%	$	1.4			$	1.4		4.9	%
GAAP 营业收入（亏损）	$	1.1			$	0.2		571.3	%	$	(0.9	)		$	(2.5	)	64.1	%
营业利润率		13.4	%			2.1	%				-3.8	%			-11.5	%
GAAP 净收入（亏损）	$	0.9			$	0.2		400.5	%	$	(0.6	)		$	(1.8	)	68.7	%
GAAP 稀释每股收益	$	0.07			$	0.01		600.0	%	$	(0.05	)		$	(0.13	)	61.5	%
非 GAAP 净收入	$	1.0			$	0.9		12.0	%	$	2.6			$	0.6		322.6	%
非 GAAP 稀释每股收益	$	0.07			$	0.06		17.7	%	$	0.20			$	0.04		342.1	%
经营现金流	$	1.2			$	0.9		40.3	%	$	2.9			$	2.7		5.7	%
自由现金流	$	1.2			$	0.8		54.9	%	$	2.6			$	2.4		9.7	%
调整后 EBITDA	$	1.3			$	1.2		1.0	%	$	3.6			$	1.5		146.6	%
回购股份（百万）		0.08				0.22					0.33				0.68

nm = not measurable/meaningful

nm = 不可测量/无意义

*percentages are based off of actuals versus the rounded numbers in the table

* 百分比基于实际数据，而非表中四舍五入的数字

Select Zedge Marketplace Metrics: FY26 versus FY25*

选择 Zedge 市场指标：2026 财年与 2025 财年*


(in MM except ARPMAU and where noted)	Q3 '26		Q3 '25			Change
MAU		19.6			22.1		-11.3	%
Well-Developed Markets		4.3			5.2		-17.3	%
Emerging Markets		15.3			16.9		-9.5	%
Active Subscriptions (in 000s)		1,260			896		40.6	%
ARPMAU	$	0.119		$	0.099		21.2	%
Zedge Premium GTV	$	0.72		$	0.61		16.6	%


（单位：百万，除 ARPMAU 及特别说明外）	2026 年第三季度		2025 年第三季度			变化
MAU		19.6			22.1		-11.3	%
发达市场		4.3			5.2		-17.3	%
新兴市场		15.3			16.9		-9.5	%
活跃订阅（单位：千）		1,260			896		40.6	%
ARPMAU	$	0.119		$	0.099		21.2	%
Zedge Premium GTV	$	0.72		$	0.61		16.6	%

*percentages are based off of actuals versus the rounded numbers in the table

* 百分比基于实际数据，而非表中四舍五入的数字

Non-GAAP and Supplemental Metrics (Please see our 10-Q for full explanation of these terms)

非 GAAP 及补充指标 (请参阅我们的 10-Q 以获取这些术语的完整解释)

1 We use the following supplemental business metrics in this release because we believe they are useful in evaluating Zedge's operational performance.

1 我们在本发布中使用以下补充业务指标，因为我们认为它们在评估 Zedge 的运营表现时是有用的。

Monthly active users, or MAU, captures the number of unique users that used our Zedge App during the previous 30 days of the relevant period, is useful for evaluating consumer engagement with our App, which correlates to advertising revenue as more users drive more ad impressions.

月活跃用户（MAU）指在相关期间的前 30 天内使用过我们 Zedge 应用的独立用户数量，这对于评估用户与我们应用的互动非常重要，因为更多的用户会带来更多的广告展示，从而影响广告收入。

Zedge Premium Gross Transaction Value, or GTV, is the total dollar amount of transactions conducted through Zedge Premium. As Zedge Premium is an internal focus for growth, we believe this metric will help investors evaluate our progress in growing this part of our business.

Zedge Premium 总交易值（GTV）是通过 Zedge Premium 进行的交易的总美元金额。由于 Zedge Premium 是我们内部关注的增长重点，我们认为这一指标将帮助投资者评估我们在这一业务部分的增长进展。

Average Revenue Per Monthly Active User for our Zedge Marketplace, or ARPMAU, is useful in evaluating how well we monetize our user base.

每月活跃用户的平均收入（ARPMAU）对于评估我们如何有效地变现用户基础非常有用。

An Active Subscription is a subscription that has commenced and not been canceled, including paused subscriptions and subscriptions in free trials, grace periods, or account hold. This is important because it is a source of recurring revenue.

活跃订阅是指已开始且未被取消的订阅，包括暂停的订阅和处于免费试用、宽限期或账户保留状态的订阅。这一点很重要，因为它是持续收入的来源。

2 Throughout this release, Non-GAAP Net Income, Non-GAAP EPS, Free Cash Flow (FCF) and Adjusted EBITDA are non-GAAP financial measures intended to provide useful information that supplements Zedge's results in accordance with GAAP. Please refer to the Reconciliation of Non-GAAP Financial Measures at the end of this release for an explanation of Zedge's formulations of Non-GAAP Net Income, Non-GAAP EPS, Free Cash Flow and Adjusted EBITDA and reconciliations to the most directly comparable GAAP measures.

2 在本发布中，非 GAAP 净收入、非 GAAP 每股收益、自由现金流（FCF）和调整后 EBITDA 是非 GAAP 财务指标，旨在提供有用的信息，以补充 Zedge 根据 GAAP 的结果。请参阅本发布末尾的非 GAAP 财务指标的调节说明，以了解 Zedge 对非 GAAP 净收入、非 GAAP 每股收益、自由现金流和调整后 EBITDA 的计算方法及其与最直接可比的 GAAP 指标的调节。

Trended Financial Information*

趋势财务信息*

(in M except for EPS, ARPMAU, Paid Subscriptions)

(单位：百万，除每股收益、ARPMAU、付费订阅外)


	Q125			Q225			Q325		Q425		Q126			Q226			Q326		FY24		FY25			YTD FY26
Total Revenue	$	7.2			$	7.0		$	7.8		$	7.5			$	7.6		$	8.3		$	8.0			$	30.1			$	29.4		$	23.9
Advertising Revenue	$	4.9			$	4.7		$	5.6		$	5.2			$	5.2		$	5.6		$	5.4			$	21.0			$	20.3		$	16.1
Digital Goods and Services Revenue	$	0.6			$	0.6		$	0.5		$	0.5			$	0.5		$	0.5		$	0.5			$	3.5			$	2.2		$	1.5
Subscription Revenue	$	1.2			$	1.2		$	1.3		$	1.4			$	1.5		$	1.6		$	1.7			$	4.3			$	5.1		$	4.8
Other Revenue	$	0.5			$	0.4		$	0.4		$	0.4			$	0.5		$	0.5		$	0.5			$	1.2			$	1.8		$	1.4
GAAP Operating Income (Loss)	$	(0.5	)		$	(2.2	)	$	0.2		$	(0.7	)		$	0.9		$	(2.9	)	$	1.1			$	(11.8	)		$	(3.2	)	$	(0.9	)
GAAP Net Income (Loss)	$	(0.3	)		$	(1.7	)	$	0.2		$	(0.6	)		$	0.8		$	(2.3	)	$	0.9			$	(9.2	)		$	(2.4	)	$	(0.6	)
GAAP Diluted EPS (Loss per share)	$	(0.02	)		$	(0.12	)	$	0.01		$	(0.04	)		$	0.06		$	(0.18	)	$	0.07			$	(0.65	)		$	(0.17	)	$	(0.05	)
Non GAAP Net Income (Loss)	$	(0.0	)		$	(0.2	)	$	0.9		$	0.1			$	0.9		$	0.8		$	1.0			$	1.8			$	0.7		$	2.6
Non-GAAP Diluted EPS (Loss per share)	$	(0.00	)		$	(0.01	)	$	0.06		$	0.00			$	0.07		$	0.06		$	0.07			$	0.13			$	0.05		$	0.20
Cash Flow from Operations	$	1.2			$	0.7		$	0.9		$	0.7			$	0.8		$	0.9		$	1.2			$	5.9			$	3.4		$	2.9
Free Cash Flow	$	1.0			$	0.6		$	0.8		$	0.5			$	0.6		$	0.8		$	1.2			$	4.7			$	2.9		$	2.6
Adjusted EBITDA	$	0.3			$	(0.1	)	$	1.2		$	0.3			$	1.2		$	1.1		$	1.3			$	4.7			$	1.8		$	3.6
Adjusted EBITDA Margin		4.0	%			-1.1	%		16.1	%		4.1	%			15.6	%		13.9	%		15.8	%			15.6	%			6.0	%		15.1	%
MAU		25.0				24.7			22.1			23.2				22.2			20.4			19.6			nm			nm			nm
Well-developed Markets		5.5				5.6			5.2			5.4				4.9			4.8			4.3			nm			nm			nm
Emerging Markets		19.5				19.1			16.9			17.8				17.3			15.6			15.3			nm			nm			nm
Active Subscriptions (in 000s)		698				791			896			984				1,075			1,175			1,260			nm			nm			nm
ARPMAU	$	0.077			$	0.078		$	0.099		$	0.093			$	0.099		$	0.115		$	0.119			nm			nm			nm
Zedge Premium - GTV	$	0.68			$	0.68		$	0.61		$	0.64			$	0.66		$	0.79		$	0.72			$	2.15			$	2.62		$	2.16
Shares Repurchased		0.22				0.24			0.22			0.64				0.24			0.01			0.08				0.21				1.32			0.33


	Q125			Q225			Q325		Q425		Q126			Q226			Q326		FY24		FY25			YTD FY26
总收入	$	7.2			$	7.0		$	7.8		$	7.5			$	7.6		$	8.3		$	8.0			$	30.1			$	29.4		$	23.9
广告收入	$	4.9			$	4.7		$	5.6		$	5.2			$	5.2		$	5.6		$	5.4			$	21.0			$	20.3		$	16.1
数字商品和服务收入	$	0.6			$	0.6		$	0.5		$	0.5			$	0.5		$	0.5		$	0.5			$	3.5			$	2.2		$	1.5
订阅收入	$	1.2			$	1.2		$	1.3		$	1.4			$	1.5		$	1.6		$	1.7			$	4.3			$	5.1		$	4.8
其他收入	$	0.5			$	0.4		$	0.4		$	0.4			$	0.5		$	0.5		$	0.5			$	1.2			$	1.8		$	1.4
GAAP 营业收入（亏损）	$	(0.5	)		$	(2.2	)	$	0.2		$	(0.7	)		$	0.9		$	(2.9	)	$	1.1			$	(11.8	)		$	(3.2	)	$	(0.9	)
GAAP 净收入（亏损）	$	(0.3	)		$	(1.7	)	$	0.2		$	(0.6	)		$	0.8		$	(2.3	)	$	0.9			$	(9.2	)		$	(2.4	)	$	(0.6	)
GAAP 稀释每股收益（每股亏损）	$	(0.02	)		$	(0.12	)	$	0.01		$	(0.04	)		$	0.06		$	(0.18	)	$	0.07			$	(0.65	)		$	(0.17	)	$	(0.05	)
非 GAAP 净收入（亏损）	$	(0.0	)		$	(0.2	)	$	0.9		$	0.1			$	0.9		$	0.8		$	1.0			$	1.8			$	0.7		$	2.6
非 GAAP 稀释每股收益（每股亏损）	$	(0.00	)		$	(0.01	)	$	0.06		$	0.00			$	0.07		$	0.06		$	0.07			$	0.13			$	0.05		$	0.20
经营活动现金流	$	1.2			$	0.7		$	0.9		$	0.7			$	0.8		$	0.9		$	1.2			$	5.9			$	3.4		$	2.9
自由现金流	$	1.0			$	0.6		$	0.8		$	0.5			$	0.6		$	0.8		$	1.2			$	4.7			$	2.9		$	2.6
调整后的 EBITDA	$	0.3			$	(0.1	)	$	1.2		$	0.3			$	1.2		$	1.1		$	1.3			$	4.7			$	1.8		$	3.6
调整后的 EBITDA 利润率		4.0	%			-1.1	%		16.1	%		4.1	%			15.6	%		13.9	%		15.8	%			15.6	%			6.0	%		15.1	%
MAU		25.0				24.7			22.1			23.2				22.2			20.4			19.6			nm			nm			nm
成熟市场		5.5				5.6			5.2			5.4				4.9			4.8			4.3			nm			nm			nm
新兴市场		19.5				19.1			16.9			17.8				17.3			15.6			15.3			nm			nm			nm
活跃订阅数（单位：千）		698				791			896			984				1,075			1,175			1,260			nm			nm			nm
ARPMAU	$	0.077			$	0.078		$	0.099		$	0.093			$	0.099		$	0.115		$	0.119			nm			nm			nm
Zedge Premium - GTV	$	0.68			$	0.68		$	0.61		$	0.64			$	0.66		$	0.79		$	0.72			$	2.15			$	2.62		$	2.16
回购股份		0.22				0.24			0.22			0.64				0.24			0.01			0.08				0.21				1.32			0.33

nm = not measurable/meaningful

nm = 不可测量/无意义

*numbers may not add due to rounding

* 数字可能因四舍五入而不相加

Earnings Announcement and Supplemental Information

财报公告及补充信息

Management will host an earnings conference call today at 4:30 pm Eastern to discuss its earnings results, outlook, and strategy, followed by a Q&A session with investors.

管理层将于今天东部时间下午 4:30 召开财报电话会议，讨论其财务业绩、前景和战略，随后将与投资者进行问答环节。

Live Call-in Info:

电话会议信息：

Toll Free: 888-506-0062

免费电话：888-506-0062

International: 973-528-0011

国际电话：973-528-0011

Participant Access Code: 184704

参与者访问代码：184704

Webcast URL: https://www.webcaster5.com/Webcast/Page/2205/53991

网络直播网址：https://www.webcaster5.com/Webcast/Page/2205/53991

Replay:

重播：

Toll Free: 877-481-4010

免费电话：877-481-4010

International: 919-882-2331

国际电话：919-882-2331

Replay Passcode: 53991

重播密码：53991

About Zedge

关于 Zedge

Zedge builds and operates creator communities that serve 20 million monthly active users across its platforms. Zedge Marketplace, our flagship platform, is a leading marketplace for mobile personalization content that powers a vibrant creator ecosystem including a full generative AI creation suite. DataSeeds.AI is our B2B business, delivering managed, multimodal datasets that are ethically sourced, rights-cleared, built to spec and delivered at scale to frontier AI developers. The content foundation for DataSeeds.AI is supplied by Zedge's proprietary creator communities, including Zedge Marketplace contributors and photo competition community GuruShots, the world's most popular photo competition game, which is supplemented by crowdsourced content. For more information please visit: investor.zedge.net

Zedge 建立并运营创作者社区，服务于其平台上每月 2000 万活跃用户。Zedge Marketplace 是我们的旗舰平台，是一个领先的移动个性化内容市场，支持一个充满活力的创作者生态系统，包括完整的生成式 AI 创作套件。DataSeeds.AI 是我们的 B2B 业务，提供经过管理的多模态数据集，这些数据集来源于伦理、权利清晰、按规格构建并大规模交付给前沿 AI 开发者。DataSeeds.AI 的内容基础由 Zedge 的专有创作者社区提供，包括 Zedge Marketplace 的贡献者和全球最受欢迎的摄影比赛游戏 GuruShots 的摄影比赛社区，后者还补充了众包内容。欲了解更多信息，请访问：investor.zedge.net

在 X 上关注我们：@Zedge

在 LinkedIn 上关注我们

Forward-Looking Statements

前瞻性声明

All statements above that are not purely about historical facts, including, but not limited to, those in which we use the words "believe," "anticipate," "expect," "plan," "intend," "estimate," "target" and similar expressions, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. While these forward-looking statements represent our current judgment of what may happen in the future, actual results may differ materially from the results expressed or implied by these statements due to numerous important factors. Our filings with the SEC provide detailed information on such statements and risks and should be consulted along with this release. To the extent permitted under applicable law, we assume no obligation to update any forward-looking statements.

上述所有不纯粹关于历史事实的声明，包括但不限于我们使用 “相信”、“预期”、“计划”、“打算”、“估计”、“目标” 等类似表达的声明，均为 1995 年《私人证券诉讼改革法案》意义上的前瞻性声明。虽然这些前瞻性声明代表了我们对未来可能发生的事情的当前判断，但实际结果可能因众多重要因素而与这些声明所表达或暗示的结果有重大差异。我们向 SEC 提交的文件提供了有关这些声明和风险的详细信息，应与本公告一起查阅。在适用法律允许的范围内，我们不承担更新任何前瞻性声明的义务。

Contact:

联系方式：

Brian Siegel, IRC, MBA

Senior Managing Director

高级董事总经理

Hayden IR

(346) 396-8696

brian@haydenir.com

ir@zedge.net

CONDENSED CONSOLIDATED BALANCE SHEETS

简明合并资产负债表

(in thousands, except par value data)

（以千为单位，除面值数据外）


	April 30,			July 31,
	2026			2025
	(Unaudited)
Assets
Current assets:
Cash and cash equivalents	$	19,692			$	18,609
Trade accounts receivable		3,908				3,164
Prepaid expenses and other current assets		799				671

Total Current assets		24,399				22,444
Property and equipment, net		1,224				1,290
Intangible assets, net		1,065				4,922
Goodwill		2,138				1,931
Deferred tax assets, net		5,041				4,823
Other assets		437				244
Total assets	$	34,304			$	35,654
Liabilities and stockholders' equity
Current liabilities:
Trade accounts payable	$	1,258			$	1,471
Accrued expenses and other current liabilities		2,178				2,867
Deferred revenues		4,159				3,425
Total Current liabilities		7,595				7,763
Deferred revenues--non-current		1,998				1,937
Other liabilities		153				53
Total liabilities		9,746				9,753
Commitments and contingencies (Note 9)
Stockholders' equity:
Preferred stock, $.01 par value; authorized shares-2,400; no shares issued and outstanding		-				-
Class A common stock, $.01 par value; authorized shares-2,600; 525 shares issued and outstanding at April 30, 2026 and July 31, 2025		5				5
Class B common stock, $.01 par value; authorized shares-40,000; 15,238 shares issued and 12,523 outstanding at April 30, 2026 and 15,073 shares issued and 12,692 shares outstanding at July 31, 2025		152				151
Additional paid-in capital		49,676				49,768
Accumulated other comprehensive loss		(1,057	)			(1,509	)
Accumulated deficit		(16,080	)			(15,505	)
Treasury stock, 2,715 shares at April 30, 2026 and 2,381 shares at July 31, 2025, at cost		(8,138	)			(7,009	)
Total stockholders' equity		24,558				25,901
Total liabilities and stockholders' equity	$	34,304			$	35,654


	2026年4月30日			2025年7月31日
	（未经审计）
资产
流动资产：
现金及现金等价物	$	19,692			$	18,609
应收账款		3,908				3,164
预付费用及其他流动资产		799				671

流动资产总计		24,399				22,444
净物业及设备		1,224				1,290
净无形资产		1,065				4,922
商誉		2,138				1,931
净递延所得税资产		5,041				4,823
其他资产		437				244
资产总计	$	34,304			$	35,654
负债及股东权益
流动负债：
应付账款	$	1,258			$	1,471
应计费用及其他流动负债		2,178				2,867
递延收入		4,159				3,425
流动负债总计		7,595				7,763
非流动递延收入		1,998				1,937
其他负债		153				53
负债总计		9,746				9,753
承诺与或有事项（注 9）
股东权益：
优先股，面值$0.01；授权股份-2,400；未发行及流通股份为 0		-				-
A 类普通股，面值$0.01；授权股份-2,600；截至2026年4月30日和2025年7月31日发行及流通股份为 525		5				5
B 类普通股，面值$0.01；授权股份-40,000；截至2026年4月30日发行 15,238 股，流通 12,523 股；截至2025年7月31日发行 15,073 股，流通 12,692 股		152				151
额外实收资本		49,676				49,768
累计其他综合损失		(1,057	)			(1,509	)
累计亏损		(16,080	)			(15,505	)
库存股，2026年4月30日持有 2,715 股，2025年7月31日持有 2,381 股，按成本计算		(8,138	)			(7,009	)
股东权益总计		24,558				25,901
负债及股东权益总计	$	34,304			$	35,654

ZEDGE, INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS

简明合并损益表及综合损失表

(in thousands, except per share data)

（以千为单位，除每股数据外）

(unaudited)

（未经审计）


	Three Months Ended			Nine Months Ended
	April 30,			April 30,
	2026			2025			2026		2025
Revenues	$	7,992			$	7,757		$	23,856		$	21,930
Costs and expenses:
Direct cost of revenues (excluding amortization of capitalized software and technology development costs which is included below)		550				452			1,651			1,360
Selling, general and administrative		6,235				6,343			18,848			20,278
Depreciation and amortization		133				225			536			924
Impairment of intangible assets		-				-			3,570			-
Restructuring charges		-				577			-			1,058
Impairment of capitalized software and technology development costs		-				-			145			827
Income (loss) from operations		1,074				160			(894	)		(2,517	)
Interest and other income, net		135				154			403			507
Net loss resulting from foreign exchange transactions		(26	)			(41	)		(211	)		(141	)
Income (loss) before income taxes		1,183				273			(702	)		(2,151	)
Income tax expense (benefit)		257				88			(127	)		(318	)
Net income (loss)	$	926			$	185		$	(575	)	$	(1,833	)
Other comprehensive income:
Changes in foreign currency translation adjustment		117				448			452			287
Total other comprehensive income		117				448			452			287
Total comprehensive income (loss)	$	1,043			$	633		$	(123	)	$	(1,546	)
Income (loss) per share attributable to Zedge, Inc. common stockholders:
Basic	$	0.07			$	0.01		$	(0.04	)	$	(0.13	)
Diluted	$	0.07			$	0.01		$	(0.04	)	$	(0.13	)
Weighted-average number of shares used in calculation of income (loss) per share:
Basic		13,002				13,720			12,992			13,835
Diluted		13,272				13,940			12,992			13,835


	截至三个月			截至九个月
	4 月 30 日，			4 月 30 日，
	2026 年			2025 年			2026 年		2025 年
收入	$	7,992			$	7,757		$	23,856		$	21,930
成本和费用：
收入的直接成本（不包括资本化软件和技术开发成本的摊销，这些成本已包含在下文中）		550				452			1,651			1,360
销售、一般和行政费用		6,235				6,343			18,848			20,278
折旧和摊销		133				225			536			924
无形资产减值		-				-			3,570			-
重组费用		-				577			-			1,058
资本化软件和技术开发成本减值		-				-			145			827
运营收入（损失）		1,074				160			(894	)		(2,517	)
利息和其他收入，净额		135				154			403			507
外汇交易导致的净损失		(26	)			(41	)		(211	)		(141	)
税前收入（损失）		1,183				273			(702	)		(2,151	)
所得税费用（收益）		257				88			(127	)		(318	)
净收入（损失）	$	926			$	185		$	(575	)	$	(1,833	)
其他综合收益：
外币换算调整的变动		117				448			452			287
总其他综合收益		117				448			452			287
总综合收益（损失）	$	1,043			$	633		$	(123	)	$	(1,546	)
归属于 Zedge, Inc.普通股股东的每股收益（损失）：
基本	$	0.07			$	0.01		$	(0.04	)	$	(0.13	)
稀释	$	0.07			$	0.01		$	(0.04	)	$	(0.13	)
用于计算每股收益（损失）的加权平均股份数：
基本		13,002				13,720			12,992			13,835
稀释		13,272				13,940			12,992			13,835

ZEDGE, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

简明合并现金流量表

(in thousands)

（单位：千美元）

(unaudited)

（未经审计）


	Nine Months Ended
	April 30,
	2026			2025

Operating activities
Net loss	$	(575	)		$	(1,833	)
Adjustments to reconcile net loss to net cash provided by operating activities:
Depreciation		43				48
Amortization of intangible assets		286				335
Amortization of capitalized software and technology development costs		207				541
Stock-based compensation		457				1,308
Impairment charge of capitalized software and technology development costs		145				827
Impairment charge of intangible assets		3,570				-
Deferred income taxes		(218	)			(184	)
Change in assets and liabilities:
Trade accounts receivable		(744	)			87
Prepaid expenses and other current assets		(128	)			(353	)
Other assets		(42	)			(54	)
Trade accounts payable and accrued expenses		(892	)			229
Deferred revenues		795				1,797
Net cash provided by operating activities		2,904				2,748
Investing activities
Capitalized software and technology development costs		(278	)			(329	)
Purchase of property and equipment		(26	)			(49	)
Net cash used in investing activities		(304	)			(378	)
Financing activities
Purchase of treasury stock in connection with share buyback program and stock awards vesting		(1,129	)			(2,030	)
Payment of cash dividends		(677	)			-
Proceeds from exercise of stock options		129				-
Net cash used in financing activities		(1,677	)			(2,030	)
Effect of exchange rate changes on cash and cash equivalents		160				95
Net increase in cash and cash equivalents		1,083				435
Cash and cash equivalents at beginning of period		18,609				19,998
Cash and cash equivalents at end of period	$	19,692			$	20,433

Supplemental cash flow information:
Cash paid for income taxes	$	176			$	194

Non-cash operating and financing activities:
ROU assets obtained in exchange for lease liabilities	$	286			$	111


	截至九个月
	4 月 30 日，
	2026 年			2025 年

经营活动
净损失	$	(575	)		$	(1,833	)
调整以将净损失与经营活动提供的净现金对账：
折旧		43				48
无形资产摊销		286				335
资本化软件和技术开发成本摊销		207				541
基于股票的补偿		457				1,308
资本化软件和技术开发成本减值费用		145				827
无形资产减值费用		3,570				-
递延所得税		(218	)			(184	)
资产和负债的变动：
应收账款		(744	)			87
预付费用和其他流动资产		(128	)			(353	)
其他资产		(42	)			(54	)
应付账款和应计费用		(892	)			229
递延收入		795				1,797
经营活动提供的净现金		2,904				2,748
投资活动
资本化软件和技术开发成本		(278	)			(329	)
购买物业和设备		(26	)			(49	)
投资活动使用的净现金		(304	)			(378	)
融资活动
购买库存股以进行股票回购计划和股票奖励归属		(1,129	)			(2,030	)
现金股息支付		(677	)			-
行使股票期权的收益		129				-
融资活动使用的净现金		(1,677	)			(2,030	)
汇率变动对现金和现金等价物的影响		160				95
现金和现金等价物的净增加		1,083				435
期初现金和现金等价物		18,609				19,998
期末现金和现金等价物	$	19,692			$	20,433

补充现金流信息：
支付的所得税	$	176			$	194

非现金经营和融资活动：
以租赁负债换取的使用权资产	$	286			$	111

Use of Non-GAAP Measures and Key Performance Indcators (KPI)

使用非公认会计原则（Non-GAAP）指标和关键绩效指标（KPI）

Adjusted EBITDA, defined as earnings (loss) before interest, taxes, depreciation and amortization, stock compensation expense, transaction-related expenses and other non-recurring expenses, Free Cash Flow, a common metric used by investors for valuation, and non-GAAP net income (loss) and EPS (or loss per share) (which adjust out stock compensation expense, transaction-related expenses and other non-recurring expenses from GAAP net income (loss) and EPS (loss pershare)), represent measures that we believe are customarily used by investors and analysts to evaluate the financial performance of companies in addition to the GAAP measures we present. Our management also believes these measures are useful in evaluating our core operating results. However, these are not measures of financial performance under GAAP and should not be considered an alternative to net income or operating income/margin as an indicator of our operating performance or to net cash provided by operating activities as a measure of our liquidity. Numbers in the following reconciliation tables may not add due to rounding.

调整后的 EBITDA 定义为在利息、税项、折旧和摊销、股票补偿费用、与交易相关的费用及其他非经常性费用之前的收益（损失），自由现金流是投资者用于估值的常用指标，非 GAAP 净收入（损失）和每股收益（或每股损失）（这些指标将股票补偿费用、与交易相关的费用及其他非经常性费用从 GAAP 净收入（损失）和每股收益（损失）中调整出来），代表了我们认为投资者和分析师通常用来评估公司财务表现的指标，除了我们所呈现的 GAAP 指标外。我们的管理层也认为这些指标在评估我们的核心运营结果时是有用的。然而，这些并不是 GAAP 下的财务表现指标，不应被视为净收入或营业收入/利润作为我们运营表现的指标，或作为衡量我们流动性的经营活动提供的净现金的替代品。以下对账表中的数字可能因四舍五入而不相加。


Reconciliation of Adjusted EBITDA to Net Income (Loss)	Q125			Q225			Q325		Q425		Q126			Q226			Q326		FY24		FY25			YTD FY26
Net Income (Loss)	$	(0.3	)		$	(1.7	)	$	0.2		$	(0.6	)		$	0.8		$	(2.3	)	$	0.9			$	(9.2	)	$	(2.4	)	$	(0.6	)
Excluding:
Interest and other income (expense), net	$	(0.2	)		$	(0.2	)	$	(0.2	)	$	(0.2	)		$	(0.2	)	$	(0.1	)	$	(0.1	)		$	(0.6	)	$	(0.7	)	$	(0.4	)
Income tax expense (benefit)	$	0.0			$	(0.5	)	$	0.1		$	(0.0	)		$	0.2		$	(0.6	)	$	0.3			$	(2.2	)	$	(0.3	)	$	(0.1	)
Depreciation and amortization	$	0.4			$	0.3		$	0.2		$	0.2			$	0.2		$	0.2		$	0.1			$	2.5		$	1.1		$	0.5
EBITDA	$	(0.1	)		$	(2.0	)	$	0.3		$	(0.5	)		$	1.1		$	(2.8	)	$	1.2			$	(9.5	)	$	(2.2	)	$	(0.6	)
Adjustments:
Asset impairments and restructuring charges	$	0.0			$	1.3		$	0.6		$	0.6			$	0.0		$	3.7		$	0.0			$	12.0		$	2.5		$	3.7
Stock-based compensation	$	0.4			$	0.6		$	0.3		$	0.1			$	0.1		$	0.3		$	0.1			$	2.1		$	1.4		$	0.5
Expenses related to restructuring activities and business combination	$	0.0			$	0.0		$	0.0		$	0.1			$	0.0		$	0.0		$	0.0			$	0.2		$	0.1		$	0.0
Adjusted EBITDA	$	0.3			$	(0.1	)	$	1.2		$	0.3			$	1.2		$	1.1		$	1.3			$	4.7		$	1.8		$	3.6


调整后 EBITDA 与净收入（损失）的对账	Q125			Q225			Q325		Q425		Q126			Q226			Q326		FY24		FY25			YTD FY26
净收入（损失）	$	(0.3	)		$	(1.7	)	$	0.2		$	(0.6	)		$	0.8		$	(2.3	)	$	0.9			$	(9.2	)	$	(2.4	)	$	(0.6	)
排除：
利息及其他收入（费用），净额	$	(0.2	)		$	(0.2	)	$	(0.2	)	$	(0.2	)		$	(0.2	)	$	(0.1	)	$	(0.1	)		$	(0.6	)	$	(0.7	)	$	(0.4	)
所得税费用（收益）	$	0.0			$	(0.5	)	$	0.1		$	(0.0	)		$	0.2		$	(0.6	)	$	0.3			$	(2.2	)	$	(0.3	)	$	(0.1	)
折旧和摊销	$	0.4			$	0.3		$	0.2		$	0.2			$	0.2		$	0.2		$	0.1			$	2.5		$	1.1		$	0.5
EBITDA	$	(0.1	)		$	(2.0	)	$	0.3		$	(0.5	)		$	1.1		$	(2.8	)	$	1.2			$	(9.5	)	$	(2.2	)	$	(0.6	)
调整项：
资产减值和重组费用	$	0.0			$	1.3		$	0.6		$	0.6			$	0.0		$	3.7		$	0.0			$	12.0		$	2.5		$	3.7
基于股票的补偿	$	0.4			$	0.6		$	0.3		$	0.1			$	0.1		$	0.3		$	0.1			$	2.1		$	1.4		$	0.5
与重组活动和业务合并相关的费用	$	0.0			$	0.0		$	0.0		$	0.1			$	0.0		$	0.0		$	0.0			$	0.2		$	0.1		$	0.0
调整后 EBITDA	$	0.3			$	(0.1	)	$	1.2		$	0.3			$	1.2		$	1.1		$	1.3			$	4.7		$	1.8		$	3.6

*numbers may not add due to rounding

* 数字可能因四舍五入而不相加


Reconciliation of GAAP Net Income (Loss) to Non-GAAP Net Income	Q125			Q225			Q325		Q425		Q126			Q226			Q326		FY24		FY25			YTD FY26
GAAP Net Income (Loss)	$	(0.3	)		$	(1.7	)	$	0.2		$	(0.6	)		$	0.8		$	(2.3	)	$	0.9			$	(9.2	)	$	(2.4	)	$	(0.6	)
Adjustments:
Asset impairments and restructuring charges	$	0.0			$	1.3		$	0.6		$	0.6			$	0.0		$	3.7		$	0.0			$	12.0		$	2.5		$	3.7
Stock-based compensation	$	0.4			$	0.6		$	0.3		$	0.1			$	0.1		$	0.3		$	0.1			$	2.1		$	1.4		$	0.5
Expenses related to restructuring activities and business combination	$	0.0			$	0.0		$	0.0		$	0.1			$	0.0		$	0.0		$	0.0			$	0.2		$	0.1		$	0.0
Income tax effect on non-GAAP items	$	(0.1	)		$	(0.4	)	$	(0.2	)	$	(0.2	)		$	(0.0	)	$	(0.9	)	$	(0.0	)		$	(3.3	)	$	(0.9	)	$	(1.0	)
Non-GAAP Net Income (Loss)	$	(0.0	)		$	(0.2	)	$	0.9		$	0.1			$	0.9		$	0.8		$	1.0			$	1.8		$	0.7		$	2.6
Non-GAAP basic EPS (loss per share)	$	(0.00	)		$	(0.01	)	$	0.06		$	0.00			$	0.07		$	0.06		$	0.08			$	0.13		$	0.05		$	0.20
Non-GAAP diluted EPS (loss per share)	$	(0.00	)		$	(0.01	)	$	0.06		$	0.00			$	0.07		$	0.06		$	0.07			$	0.13		$	0.05		$	0.20
Weighted average shares used to compute Non-GAAP basic earnings per share		14.1				13.9			13.7			13.4				13.0			13.0			13.0				14.1			13.7			13.0
Weighted average shares used to compute Non-GAAP diluted earnings per share		14.1				13.9			13.9			13.4				13.3			13.0			13.3				14.1			13.7			13.3


GAAP 净收入（亏损）与非 GAAP 净收入的调节	Q125			Q225			Q325		Q425		Q126			Q226			Q326		FY24		FY25			YTD FY26
GAAP 净收入（亏损）	$	(0.3	)		$	(1.7	)	$	0.2		$	(0.6	)		$	0.8		$	(2.3	)	$	0.9			$	(9.2	)	$	(2.4	)	$	(0.6
调整项：
资产减值和重组费用	$	0.0			$	1.3		$	0.6		$	0.6			$	0.0		$	3.7		$	0.0			$	12.0		$	2.5		$	3.7
股票薪酬	$	0.4			$	0.6		$	0.3		$	0.1			$	0.1		$	0.3		$	0.1			$	2.1		$	1.4		$	0.5
与重组活动和业务合并相关的费用	$	0.0			$	0.0		$	0.0		$	0.1			$	0.0		$	0.0		$	0.0			$	0.2		$	0.1		$	0.0
非 GAAP 项目的所得税影响	$	(0.1	)		$	(0.4	)	$	(0.2	)	$	(0.2	)		$	(0.0	)	$	(0.9	)	$	(0.0	)		$	(3.3	)	$	(0.9	)	$	(1.0
非 GAAP 净收入（亏损）	$	(0.0	)		$	(0.2	)	$	0.9		$	0.1			$	0.9		$	0.8		$	1.0			$	1.8		$	0.7		$	2.6
非 GAAP 基本每股收益（亏损）	$	(0.00	)		$	(0.01	)	$	0.06		$	0.00			$	0.07		$	0.06		$	0.08			$	0.13		$	0.05		$	0.20
非 GAAP 稀释每股收益（亏损）	$	(0.00	)		$	(0.01	)	$	0.06		$	0.00			$	0.07		$	0.06		$	0.07			$	0.13		$	0.05		$	0.20
用于计算非 GAAP 基本每股收益的加权平均股份		14.1				13.9			13.7			13.4				13.0			13.0			13.0				14.1			13.7			13.0
用于计算非 GAAP 稀释每股收益的加权平均股份		14.1				13.9			13.9			13.4				13.3			13.0			13.3				14.1			13.7			13.3

*numbers may not add due to rounding

* 数字可能因四舍五入而不相加


Free Cash Flow Calculation	Q125		Q225			Q325		Q425	Q126		Q226		Q326		FY24	FY25		YTD FY26
Cash Flow from Operations	$	1.2		$	0.7		$	0.9	$	0.7		$	0.8	$	0.9	$	1.2		$	5.9	$	3.4	$	2.9
Capital Expenditures	$	0.2		$	0.1		$	0.1	$	0.2		$	0.2	$	0.1	$	0.0		$	1.2	$	0.5	$	0.3
Free Cash Flow	$	1.0		$	0.6		$	0.8	$	0.5		$	0.6	$	0.8	$	1.2		$	4.7	$	2.9	$	2.6


自由现金流计算	Q125		Q225			Q325		Q425	Q126		Q226		Q326		FY24	FY25		YTD FY26
经营活动产生的现金流	$	1.2		$	0.7		$	0.9	$	0.7		$	0.8	$	0.9	$	1.2		$	5.9	$	3.4	$	2.9
资本支出	$	0.2		$	0.1		$	0.1	$	0.2		$	0.2	$	0.1	$	0.0		$	1.2	$	0.5	$	0.3
自由现金流	$	1.0		$	0.6		$	0.8	$	0.5		$	0.6	$	0.8	$	1.2		$	4.7	$	2.9	$	2.6

SOURCE: Zedge, Inc.

来源： Zedge, Inc.

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