Ziff Davis Inc

Ziff Davis guided for third-quarter revenue to decline low- to mid-single digits year-over-year, reflecting ongoing pressure in search referral traffic and softer advertising demand from large pharmaceutical clients. The company completed the $1.2 billion sale of its Connectivity business to Accenture during the second quarter and repurchased approximately 2.8 million shares, deploying more than $200 million to buy back 4.5 million shares year-to-date and reducing shares outstanding by nearly 11% over seven months. Second-quarter revenue fell 2.7% to $286.7 million, adjusted EBITDA declined 3.7% to $76.8 million, and adjusted diluted EPS rose 13% to $1.03, aided by the lower share count. Management also disclosed that the share of code authored by artificial intelligence roughly doubled in the quarter, with nearly all code expected to be AI-authored before the end of 2026.

Rumble reported first-quarter revenues of $25.46 million, up 7.4% year on year but falling 2% short of analysts' expectations, in what the company described as a disappointing quarter that also saw a significant miss on earnings per share estimates. The video-sharing platform, which positions itself as a free-speech alternative to mainstream services, achieved the fastest revenue growth among the six digital media and content platforms stocks tracked, yet its share price has fallen 28% since the report to $5.88. The broader group posted a soft quarter overall, with aggregate revenues missing consensus estimates by 5.3% and next-quarter revenue guidance coming in 6% below expectations, contributing to an average share-price decline of 18.2% across the cohort. Among peers, Stride reported revenues of $629.9 million, up 2.7% year on year and in line with estimates, while Ziff Davis saw revenues of $267.6 million, down 1.9% and missing estimates by 6.9%. Getty Images posted revenues of $226.6 million, up 1.1% but lagging estimates by 5.9%, and WEBTOON reported revenues of $320.9 million, down 1.5% and meeting estimates.

StockStory highlights Gevo as a Russell 2000 stock for long-term investors while recommending selling Rush Enterprises and Ziff Davis. Gevo, a sustainable aviation fuel producer with a $415.6 million market cap, stands out for its 19% annual revenue growth over the last ten years and a 6,358.1 percentage point EBITDA margin improvement over five years. Rush Enterprises, a $5.92 billion truck services firm, faces a 4% annual sales decline over two years and falling earnings per share. Ziff Davis, a $1.92 billion digital media company, saw flat sales over five years, a 9.2 percentage point drop in adjusted operating margin, and a 7% annual EPS decline.

Ziff Davis Chief Financial Officer Bret Richter sold 18,000 shares of common stock in an open-market transaction on June 10, 2026, according to an SEC filing. The sale, executed at $46.88 per share, had a total transaction value of approximately $843,840 and represented 38% of his direct holdings, reducing his direct ownership to 29,244 shares. This was Richter’s first open-market sale in two years, with his only prior activity being a 2,500-share purchase in March 2025. The transaction occurred as Ziff Davis shares were on an upswing, eventually reaching a 52-week high of $53.43 on July 1, and followed the company’s announcement of a $1.2 billion sale of its connectivity division.

StockStory highlights Old Second Bancorp as a momentum stock worth buying while recommending investors avoid Ziff Davis and MetLife. Old Second Bancorp posted annual revenue growth of 21.5% over the past five years and a best-in-class net interest margin of 4.9%, supported by 27.4% annual net interest income growth. Ziff Davis saw flat sales over five years, a 9.2 percentage point drop in adjusted operating margin, and a 7% annual decline in earnings per share. MetLife's net premiums earned grew only 2.7% annually over five years, earnings per share rose 10.8% annually over two years but lagged peers, and book value per share fell 10.8% annually over five years.