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  • Securities Litigation (new) — Company initiated two major lawsuits against OpenAI (copyright/DMCA) and Google (antitrust), both seeking monetary and injunctive relief, introducing litigation risk and potential distraction.
NASDAQ: ZD ZIFF DAVIS, INC. 10-Q

Ziff Davis sells Connectivity for $1.2B, sues OpenAI and Google, as ad revenue declines

Filed May 8, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 9, 2025 · ~2 min read

Key Changes

  • high

    Company signed definitive agreement to sell Connectivity business to Accenture for $1.2 billion cash, expected to close within months pending regulatory approval. Connectivity reclassified as discontinued operations and contributed $23M net income in Q1 2026.

    MD&A: Divestiture verify on EDGAR →
  • high

    Filed copyright infringement lawsuit against OpenAI (April 2025) alleging unauthorized use of content, and antitrust lawsuit against Google/Alphabet (Feb 2026) targeting publisher ad server practices. Both seek monetary damages and injunctive relief.

    Legal Proceedings verify on EDGAR →
  • high

    Technology & Shopping revenue fell 12.9% to $71.2M driven by "traffic pressures impacting affiliate commerce and programmatic display advertising," with performance marketing down $8M combined across Technology and Shopping units.

    MD&A: Technology & Shopping verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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