Move decomposition
Earnings contribution and valuation offset
The market move is separated into the change in trailing earnings power and the offset from relative valuation.
US Equity · NASDAQ · Earnings Dossier
ZD earnings intelligence
Ziff Davis IncCommunication Services · Advertising Agencies · USD reporting basis
Current earnings profile
Mixed earnings transmission
Delivery and market response do not currently form a persistent directional pattern.
Evidence95/100 · Deep
Next scheduled catalyst
Thursday 5 November 2026
Time unconfirmed · Fiscal period ending 30 Sep 2026
47event risk
Elevated
Countdown23 dayscalendar proximity
EPS estimate0.90 USDprovider consensus
Estimate growth-48.9%versus comparable year-ago actual
Historical movement8.1%average absolute next weekly close
Three-year earnings transmission
Delivered earnings power versus market price
Earnings power and market price are broadly aligned; their relationship is currently closing. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.
Market move-9.3%2023-10-20 to 2026-10-09
Earnings move-6.1%trailing diluted EPS
Unresolved spread3.2 ptsClosing
Current multiple9.7xprice divided by TTM EPS
Relationship pressure16/100Low
Model confidence83/100High
Relationship controls
What qualifies the headline spread
Model qualification
The direction is sensitive to the comparison horizon.
Beat rate33.3%4 beats in 12 measured quarters
Average surprise-1.2%median -2.0%
Delivery streak44 consecutive misses
Average response-0.3%12 measured reactions
Result-price confirmation83%same directional sign
Surprise variability5.9 ptspopulation dispersion
Estimate delivery
Actual EPS versus consensus
Actual and estimated EPS are displayed in reported currency on the same quarterly basis.
Price acceptance
Surprise and next weekly close
The response uses the first completed weekly close after the public report against the prior completed weekly close.
Fundamental delivery
Quarterly revenue and net income
Reported financial statements provide scale and earnings quality context around the headline EPS result.
Transmission matrix
Does price confirm delivery?
Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.
Current business context
Growth, quality and valuation
EPS growth873.6%year on year
Revenue growth-8.5%year on year
Average surprise-4.7%latest four quarters
SUE-0.36standardised surprise
Net margin48.6%trailing basis
Cash conversion0.49xcash flow / net income
P/E3.0xcurrent snapshot
Data completeness100%alphavantage
Market context
Positioning into the event
Weekly close56.52 USDcompleted week
13-week return8.3%price momentum
Fair-value gap19.0%price versus current fair value
Relative strength15.1exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided50.3%
Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.
Reported evidence ledger
Quarter-by-quarter delivery and acceptance
Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period6 Aug 202630 Jun 2026 · exact
EPS actual / estimate0.78 / 0.84USD
Surprise-7.1%Miss
EPS growth-37.1%year on year
Revenue / growth286738000-18.6% · USD
Next close / four weeks+1.5% / +5.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period7 May 202631 Mar 2026 · exact
EPS actual / estimate0.73 / 0.77USD
Surprise-5.2%Miss
EPS growth-36.0%year on year
Revenue / growth267641000-18.6% · USD
Next close / four weeks-11.0% / -2.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period23 Feb 202631 Dec 2025 · exact
EPS actual / estimate2.56 / 2.71USD
Surprise-5.5%Miss
EPS growth-0.8%year on year
Revenue / growth406712000- · USD
Next close / four weeks-13.7% / +34.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period6 Nov 202530 Sep 2025 · exact
EPS actual / estimate1.76 / 1.78USD
Surprise-1.1%Miss
EPS growth+7.3%year on year
Revenue / growth363711000- · USD
Next close / four weeks-3.9% / -3.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period6 Aug 202530 Jun 2025 · exact
EPS actual / estimate1.24 / 1.19USD
Surprise+4.2%Beat
EPS growth+5.1%year on year
Revenue / growth352209000- · USD
Next close / four weeks+24.4% / +29.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period8 May 202531 Mar 2025 · exact
EPS actual / estimate1.14 / 1.25USD
Surprise-8.8%Miss
EPS growth-10.2%year on year
Revenue / growth328636000- · USD
Next close / four weeks-1.7% / +3.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period24 Feb 202531 Dec 2024 · exact
EPS actual / estimate2.58 / 2.63USD
Surprise-2.0%Miss
EPS growth+10.7%year on year
Revenue / growth-- · USD
Next close / four weeks-14.3% / -12.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period8 Nov 202430 Sep 2024 · exact
EPS actual / estimate1.64 / 1.51USD
Surprise+8.6%Beat
EPS growth+9.3%year on year
Revenue / growth-- · USD
Next close / four weeks+18.8% / +26.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period7 Aug 202430 Jun 2024 · exact
EPS actual / estimate1.18 / 1.26USD
Surprise-6.3%Miss
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-2.6% / +15.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period8 May 202431 Mar 2024 · exact
EPS actual / estimate1.27 / 1.15USD
Surprise+10.4%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-1.3% / +6.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period21 Feb 202431 Dec 2023 · exact
EPS actual / estimate2.33 / 2.31USD
Surprise+0.9%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+2.0% / -6.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period8 Nov 202330 Sep 2023 · exact
EPS actual / estimate1.50 / 1.53USD
Surprise-2.0%Miss
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks-2.0% / +4.4%completed weekly closes
ReadConfirmedresult versus price sign
Reproducible method
How the earnings dossier is measured
Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.
The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.
Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.
Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.
Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.