Looking back on digital media & content platforms stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Ziff Davis (NASDAQ: ZD) and its peers.

AI-driven content creation, personalized media experiences, and digital advertising are evolving, which could benefit companies investing in these themes. For example, companies with a portfolio of licensed visual content or platforms facilitating direct monetization models could see increased demand for years. On the other hand, headwinds include growing regulatory scrutiny on AI-generated content, with many publishers balking at anything that gets no human oversight. Additional areas to navigate include the phasing out of third-party cookies, which could make traditional ways of tracking the online behavior of consumers (a secret sauce in digital marketing) much less effective.

The 7 digital media & content platforms stocks we track reported a mixed Q2. As a group, revenues along with next quarter’s revenue guidance were in line with analysts’ consensus estimates.

Luckily, digital media & content platforms stocks have performed well with share prices up 37.1% on average since the latest earnings results.

Ziff Davis (NASDAQ: ZD)

Originally a pioneering technology publisher founded in 1927 that became famous for PC Magazine, Ziff Davis (NASDAQ: ZD) operates a portfolio of digital media brands and subscription services across technology, shopping, gaming, healthcare, and cybersecurity markets.

Ziff Davis reported revenues of $352.2 million, up 9.8% year on year. This print exceeded analysts’ expectations by 4.5%. Overall, it was a very strong quarter for the company with an impressive beat of analysts’ full-year EPS guidance estimates.

“We are very pleased with our second quarter results, which exceeded expectations and marked our strongest quarterly revenue growth since 2021,” said Vivek Shah, Chief Executive Officer of Ziff Davis.

Ziff Davis scored the biggest analyst estimates beat and highest full-year guidance raise of the whole group. Unsurprisingly, the stock is up 25.4% since reporting and currently trades at $39.

Is now the time to buy Ziff Davis? Access our full analysis of the earnings results here, it’s free for active Edge members.

Best Q2: Stride (NYSE: LRN)

Formerly known as K12, Stride (NYSE: LRN) is an education technology company providing education solutions through digital platforms.

Stride reported revenues of $653.6 million, up 22.4% year on year, outperforming analysts’ expectations by 4.2%. The business had a stunning quarter with a beat of analysts’ EPS estimates.

Stride pulled off the fastest revenue growth among its peers. The market seems happy with the results as the stock is up 11.8% since reporting. It currently trades at $143.56.

Is now the time to buy Stride? Access our full analysis of the earnings results here, it’s free for active Edge members.

Rumble (NASDAQ: RUM)

Founded in 2013 as a champion for content creator rights and free expression, Rumble (NASDAQ: RUM) is a video sharing platform that positions itself as a free speech alternative to mainstream platforms, offering creators more favorable revenue-sharing opportunities.

Rumble reported revenues of $25.08 million, up 11.6% year on year, falling short of analysts’ expectations by 6.3%. It was a disappointing quarter as it posted a significant miss of analysts’ EPS estimates.

Rumble delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 7.1% since the results and currently trades at $8.46.

Read our full analysis of Rumble’s results here.

Vimeo (NASDAQ: VMEO)

Originally launched in 2004 as a platform for filmmakers seeking a high-quality alternative to YouTube, Vimeo (NASDAQ: VMEO) provides cloud-based video creation, editing, hosting, and distribution software that helps businesses and creators make, manage, and share professional-quality videos.

Vimeo reported revenues of $104.7 million, flat year on year. This result missed analysts’ expectations by 1%. Zooming out, it was actually a strong quarter as it put up a beat of analysts’ EPS estimates.

The stock is up 103% since reporting and currently trades at $7.78.

Read our full, actionable report on Vimeo here, it’s free for active Edge members.

Getty Images (NYSE: GETY)

With a vast library of over 562 million visual assets documenting everything from breaking news to iconic historical moments, Getty Images (NYSE: GETY) is a global visual content marketplace that licenses photos, videos, illustrations, and music to businesses, media outlets, and creative professionals.

Getty Images reported revenues of $234.9 million, up 2.5% year on year. This number met analysts’ expectations. It was a strong quarter as it also produced a beat of analysts’ EPS estimates and full-year revenue guidance meeting analysts’ expectations.

Getty Images had the weakest full-year guidance update among its peers. The stock is up 33.8% since reporting and currently trades at $2.30.

Read our full, actionable report on Getty Images here, it’s free for active Edge members.

Market Update

Thanks to the Fed’s series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump’s presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape.

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