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 LLC - Analyst
: Yes, hi. Good job on this quarter, definitely. So congrats on that.
Some questions. When I look at your advertising revenue that did well and there's different pieces of that, is there a way to say like, if you had to
rank the different pieces that go into that or how you would rank the ones that had the biggest impact?
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JUNE 12, 2025 / 8:30PM, ZDGE.A - Q3 2025 Zedge Inc Earnings Call
Question: Allen Klee - Maxim Group LLC - Analyst
: Okay. But you said during -- you said that TikTok came back at some point during the quarter. Does it feel --how much of the quarter -- because
you had your best to advertise -- your best -- I'm always say this wrong, ARP MAU you've ever put up and it was up like 33% year-over-year.
But their support of the overall market wasn't there for the whole quarter. Could you give us a sense of how long it was there for and are you hearing
that anything about like -- because we are hearing from some other -- that advertising might be a little challenge, but just whatever you could tell
us would be helpful. Thanks.
Question: Allen Klee - Maxim Group LLC - Analyst
: Okay. But I'm still not understanding why. They came back but they didn't come back for the full quarter maybe (multiple speakers) --
Question: Allen Klee - Maxim Group LLC - Analyst
: Okay. Then --
Question: Allen Klee - Maxim Group LLC - Analyst
: And that has such a big factor on the market? But what -- is there a (multiple speakers) --
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JUNE 12, 2025 / 8:30PM, ZDGE.A - Q3 2025 Zedge Inc Earnings Call
Question: Allen Klee - Maxim Group LLC - Analyst
: Got it. Okay. Thank you. That's good color.
And in terms of your monthly average -- monthly active users, what -- I mean, should we expect that to just to continue to grind down or anything?
What can you do to stabilize that and then grow it?
Question: Allen Klee - Maxim Group LLC - Analyst
: Okay. Got it. In terms of -- I see you had written with Emojipedia is one of the things was -- the new feature of the Emojipedia sandbox, could you
comment on that? What that is, yeah, what you're doing there?
Question: Allen Klee - Maxim Group LLC - Analyst
: Okay. Great. In terms of Zedge Premium, the marketplace, would that -- last quarter you talked about -- you rewarded video usage and you had
good conversion rates. What's any commentary on the factors affecting the marketplace and GTV this quarter you're thinking year-over-year?
Question: Allen Klee - Maxim Group LLC - Analyst
: Just commenting on your Zedge Premium, how you thought about it, how it performed and the main things you're working on there related to
it.
Question: Allen Klee - Maxim Group LLC - Analyst
: Yeah, that sounds very helpful. In terms of the -- so for DataSeed, just in -- when do you think -- I mean, you've announced the transaction, but how
do you think about how this gets rolled out?
Question: Allen Klee - Maxim Group LLC - Analyst
: That's very interesting. Okay. Thank you. In terms of -- you talked about rolling out an audio AI. What would that look like? Is that like a ring tone
or is it -- or what -- how should that -- and when are you thinking of that coming out? I think it's somewhat near-term.
Question: Allen Klee - Maxim Group LLC - Analyst
: So this would be -- it would be somewhat of a premium price versus (multiple speakers) --
Question: Allen Klee - Maxim Group LLC - Analyst
: Okay. But this could just help with the momentum you already have with subscriptions.
Question: Allen Klee - Maxim Group LLC - Analyst
: Okay. That's great. So just when I heard you say -- one of the things you said you think year-over-year improvement in bottom line metrics could
become more visible next quarter with what you've done in the cost structure, taking into account traditional seasonality. The next quarter is it a
little slower because of the summer time or -- and could you remind us what you said about the restructuring or the retention costs that that you
said will happen in fiscal fourth quarter?
Question: Allen Klee - Maxim Group LLC - Analyst
: When you say growing the business, so are you including the top line?
Question: Allen Klee - Maxim Group LLC - Analyst
: Okay. Great. And --
Question: Allen Klee - Maxim Group LLC - Analyst
: Yes. Thank you. Okay. I'm trying to think if I think I get most of the things I wanted to. I think those are my questions. Well, this was a very good
color so thank you and congrats.
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