The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Allen Klee - Maxim Group - Analyst
: Yes. Good morning. In your 10-K for last quarter for July, you had broken out for GuruShots that the monthly active payers for the three months
ending July 31 was 4.5 million, and average revenue per monthly active payer was like $52.50. Do you know where those numbers are today or for
this quarter?
Question: Allen Klee - Maxim Group - Analyst
: Yeah. Do we know for the quarter what the monthly active -- for GuruShots what the monthly active payers we were for the quarter?
Question: Allen Klee - Maxim Group - Analyst
: Okay. So then is how should we think about in terms of maybe what the drag that GuruShots is having on your overall results today? And like given
that, what's it ballpark revenue that you think GuruShots would need for it to be cash flow positive? Where is there a certain -- if you get to a certain
point, does it make sense to maybe shut it down? How do you think about those things?
Question: Allen Klee - Maxim Group - Analyst
: Okay. Thank you. You mentioned in the press release that there was some coding issue that impacted the results in the quarter that you subsequently
resolved. There's a way to quantify what type of impact that had?
Question: Allen Klee - Maxim Group - Analyst
: That's great. Thank you.
Question: Allen Klee - Maxim Group - Analyst
: Okay. Do you plan to manage your SG&A to just to think about the bottom line is, and try to remain adjusted EBITDA positive based (multiple
speakers)
Question: Allen Klee - Maxim Group - Analyst
: Okay, very good. In terms of two items you mentioned that are in beta, WishCraft and AI Art Master, any kind of update on how you're feeling about
them, moving them out of beta?
Question: Allen Klee - Maxim Group - Analyst
: Got it. Thank you. In terms of subscriptions, which was a bright spot. Two things you highlighted iOS is doing well is I'm not sure if you broke out
how much iOS is a total subscriptions, but also a lifetime subscriptions.
Can you explain to me two things on lifetimes, one, why it's a good thing because you get more money at the front for it over the time. But then
you don't get the recurring, if they keep signing up over time, once it's about 2.5 years it's or whatever. And how do you think about that?
And then could you just explain again the idea, you're taking the cost up front, but like it's a lifetime subscription and you're taking the cost up
front, but then you're not going to make more money in the future to offset that or may or maybe you can just help me understand it. Thank you.
Question: Allen Klee - Maxim Group - Analyst
: Okay. Thank you. In terms of monthly average users, could you comment on the trend, and one of the things that you're working on, you think it
could maybe have the impact to start turning that around?
Question: Allen Klee - Maxim Group - Analyst
: Okay, thank you. Did you buyback any stock during the quarter?
Question: Allen Klee - Maxim Group - Analyst
: Okay. For your outlook, you've mentioned the next quarter is your season with strong quarter. Are there -- is there -- do you have any commentary
on like do you think you'll be able to grow revenue, or what you're thinking about adjusted EBITDA?
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DECEMBER 16, 2024 / 3:00PM, ZDGE.A - Q1 2025 Zedge Inc Earnings Call
Question: Allen Klee - Maxim Group - Analyst
: Thank you. You're -- one of the things that you excel at is your advertising rates for monthly active users. How do you -- I know it's hard to forecast
but what would you say are kind of the key factors on how you can maybe continue the strength in those rates or potentially improve them?
Question: Allen Klee - Maxim Group - Analyst
: Okay. Maybe my last question, Zedge Premium where the gross transactional value was up like 62% year over year, what would you attribute that
to, and what new things are you looking to add to related to that.
Question: Allen Klee - Maxim Group - Analyst
: Okay, great. Thank you so much.
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