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Red Flags Detected

  • Goodwill Impairment (new) — Company recorded a $54.8M goodwill impairment in Health & Wellness following declining results and reduced forecasts; two reporting units now carry $196.3M goodwill with no excess fair value cushion, making them vulnerable to further write-downs.
  • Securities Litigation (new) — Company initiated two major lawsuits: copyright infringement against OpenAI (April 2025, consolidated in SDNY) and antitrust against Google (Feb 2026) over ad-server practices. Both seek monetary and injunctive relief; outcomes uncertain.
NASDAQ: ZD ZIFF DAVIS, INC. 10-Q

ZD posts $624.5M net income on $1.1B Connectivity sale; operating loss -$44.7M on $54.8M impairment

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 7, 2025 · ~1 min read

Key Changes

  • high

    two units now carry $196.3M goodwill with no cushion.

    MD&A: Goodwill Impairment verify on EDGAR →
  • high

    Company filed copyright infringement lawsuit against OpenAI (April 2025, now consolidated in SDNY multidistrict litigation) and antitrust suit against Google (Feb 2026) over ad-server practices.

    Legal Proceedings verify on EDGAR →
  • high

    Repurchased 3.8M shares for $173M in H1 2026 (vs 1.8M for $66M prior year); Board expanded authorization to 25M shares and extended program to 2036 following Connectivity proceeds.

    Notes: Share Repurchases verify on EDGAR →

1 more material change 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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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 20, 2026 · How we verify