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
: All right. Good morning. If you could touch a little more on TapeDeck and Dataseeds.ai in terms of the actions you're looking to take going forward
and how you might think about what the opportunity is in both of these offerings. Thank you.
Question: Allen Klee - Maxim Group LLC - Analyst
: That was great. Thank you. One of the encouraging things I saw in your results was a sequential improvement in monthly active users, which maybe
suggests that there's a possibility of some stability and potential growth eventually. What would you point to of the steps you've been taking to
get those results?
Question: Allen Klee - Maxim Group LLC - Analyst
: That's very helpful. Thank you. I heard you say that you took some of the restructuring savings and reinvested it back in maybe paid user acquisition
spend or some other things. Could you just go into where that was focused, and is that something, as far as you can tell now, that you would
continue to prioritize those areas?
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OCTOBER 28, 2025 / 3:00PM, ZDGE.A - Q4 2025 Zedge Inc Earnings Call
Question: Allen Klee - Maxim Group LLC - Analyst
: Okay. That's fine. Your comments on Emojipedia, could you just explain again what kind of what Google changed, and what actions you're taking
to try to remediate that, and how you're thinking about the timing of how you're hoping that those actions might kick in the results?
Question: Allen Klee - Maxim Group LLC - Analyst
: Yes. Thank you. I had a question on deferred revenue, which you highlighted how that's been growing and how that can provide a future revenue
at close to 100% margin. How do we think about the amount of deferred revenue, the timing of how it gets recognized?
Question: Allen Klee - Maxim Group LLC - Analyst
: Yes. Hi.
Question: Allen Klee - Maxim Group LLC - Analyst
: That's great. One other question. Your SG&A was roughly flat year over year, but up sequentially, and you highlighted a few things that were spent
on. Is it reasonable to think that this quarter is kind of a decent run rate for what SG&A might be going forward?
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