ZDGEMEDIUM SIGNALFINANCIAL10-K

Zedge's fiscal 2025 filing shows meaningful improvement in net and operating losses alongside a notable decline in operating cash flow, painting a mixed financial picture as the company repositions itself within the evolving Creator Economy.

The substantial narrowing of both net and operating losses signals that management's cost discipline or revenue mix improvements are taking hold, which is encouraging for investors concerned about the company's path to profitability. However, operating cash flow declined by approximately 41.5% year-over-year, suggesting that the accounting improvements have not yet translated into stronger cash generation — a key distinction for a small-cap company that must carefully manage liquidity. Additionally, total liabilities grew by 33.6% while stockholders' equity contracted by 16.2%, indicating the balance sheet is modestly under pressure even as losses narrow.

Comparing 2025-10-28 vs 2024-10-29View on EDGAR →
FINANCIAL ANALYSIS

Zedge made meaningful progress in reducing its net loss and operating loss during fiscal 2025, with both metrics improving substantially compared to the prior year, suggesting tighter operational expense management or improved revenue quality. Partially offsetting this progress, operating cash flow declined by 41.5% to $3.4M, and the balance sheet reflected modest deterioration — total liabilities rose to $9.8M (+33.6%) while stockholders' equity declined from $30.9M to $25.9M (-16.2%). Overall, the picture is one of improving profitability optics alongside real cash flow and balance sheet headwinds, warranting continued monitoring of whether loss reductions convert into durable free cash flow generation.

FINANCIAL STATEMENT CHANGES
Capital Expenditure
Cash Flow
+76.6%
$47K$83K

Capital expenditure jumped 76.6% — major investment cycle underway; assess returns on deployment.

Net Income
P&L
+73.9%
-$9.2M-$2.4M

Net income grew 73.9% — bottom-line growth signals improving overall business health.

Operating Income
P&L
+72.6%
-$11.8M-$3.2M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Operating Cash Flow
Cash Flow
-41.5%
$5.8M$3.4M

Operating cash flow fell 41.5% — earnings quality concerns; investigate working capital changes and non-cash items.

Total Liabilities
Balance Sheet
+33.6%
$7.3M$9.8M

Liabilities grew 33.6% — significant increase in debt or obligations, assess impact on financial flexibility.

Current Liabilities
Balance Sheet
+24.2%
$6.3M$7.8M

Current liabilities rose 24.2% — increased short-term obligations, watch current ratio.

Stockholders Equity
Balance Sheet
-16.2%
$30.9M$25.9M

Equity decreased 16.2% — buybacks or losses reducing book value, monitor solvency ratios.

LANGUAGE CHANGES
NEW — 2025-10-28
PRIOR — 2024-10-29
ADDED
As of October 24, 2025, the registrant had outstanding 524,775 shares of Class A common stock and 12,479,136 shares of Class B common stock.
Each reference to a fiscal year in this Annual Report refers to the fiscal year ending in the calendar year indicated (for example, fiscal 2025 refers to the fiscal year ended July 31, 2025).
We are part of the Creator Economy, which is estimated to be worth between $191 billion and $250 billion globally in 2025, with some forecasts placing the global market size as high as $848 billion by 2032 123 .
According to multiple reports, there are now over 207 million active content creators worldwide.
45 Furthermore, between 45% and 47% of creators identify as working full-time in this space 678 .
Most creators earn modest incomes, and studies suggest that only a small portion, approximately 4%, of creators earn more than $100,000 per year 91011 .
Over the past two fiscal years, our Zedge App has had between 22.1 million and 28.7 million monthly active users ( MAU ), ending with 23.3 million MAU as of July 31, 2025.
Today, pAInt is available for text-to-image, image-to-image, and text-to-audio creation.
As of July 31, 2025, we had approximately 984,000 active subscribers.
In fiscal 2025, we began building DataSeeds.AI ( DataSeeds ), a business-to-business marketplace offering access to our rapidly growing catalog of over 30 million high-quality, fully rights-cleared images for AI training, ecommerce, and stock photos.
REMOVED
As of October 28, 2024, the registrant had outstanding 524,775 shares of Class A common stock and 13,618,761 shares of Class B common stock.
Each reference to a fiscal year in this Annual Report refers to the fiscal year ending in the calendar year indicated (for example, fiscal 2024 refers to the fiscal year ended July 31, 2024).
We are part of the Creator Economy, which Goldman Sachs estimates is worth $250 billion globally.
1 According to Linktree, over 200 million individuals identify as creators, people who use their influence, skill, and creativity to amass an audience and monetize it.
2 Furthermore, Influencer Marketing Hub reports that out of 2,000 surveyed creators, 44.9% identify as full-time creators, 3 and Exploding Topics reports that 10% of influencers earn more than $100,000 per year.
As of July 31, 2024, our Zedge App had been installed nearly 674 million times since inception and, over the past two fiscal years, has had between 26.1 million and 32.2 million monthly active users ( MAU ), ending with 26.1 million MAU as of July 31, 2024.
The Zedge Marketplace s monetization stack consists of advertising revenue generated when users view advertisements when using the Zedge App (and the related functionality under the zedge.net website), the in-app sale of Zedge Credits, our virtual currency, that is used to purchase Zedge Premium content, and a paid-subscription offering that provides an ad-free experience to users that purchase a monthly or annual subscription.
As of July 31, 2024, we had approximately 669,0000 active subscribers.
1 https://www.latimes.com/business/story/2024-01-08/creator-influencer-economy-2024-predictions-social-media-stars 2 https://linktr.ee/creator-report 3 https://influencermarketinghub.com/creator-earnings-benchmark-report 4 https://explodingtopics.com/blog/creator-economy-stats# 1 In April 2022, we acquired GuruShots Ltd ( GuruShots ) a recognized category leader focused on gamifying the photography vertical.
Over the past seven years, the monthly average paying player spend has increased in excess of 9.9% annually to more than $50.9 per player.
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