Zoomd Technologies (ZOMD) Q2 2025 earnings summary

Executive summary

• Achieved strong Q2 2025 and H1 2025 results, with Q2 revenue up 40% year-over-year and H1 revenue reaching $37.7M, driven by strategic focus on high-growth sectors and global clients.

• Net income for Q2 2025 was $6.1M, up ~180% year-over-year; H1 2025 net income was $10.8M, a significant increase from $2.7M year-over-year.

• Maintained a controlled expense structure, with operating expenses as a percentage of revenue down to 16% in Q2 2025.

• Diversified customer base across e-commerce, iGaming, entertainment, transportation, and consumer goods, with 83% of revenues from top five customers and broad-based growth outside top five.

• Operates as a global, mobile-first performance and user acquisition company, serving clients in over 50 countries and focusing on open internet marketing solutions.

Financial highlights

• Q2 2025 revenue reached $19.6M, up 40% year-over-year; H1 2025 revenue was $37.7M, up 66% year-over-year.

• Q2 2025 net income was $6.1M; H1 2025 net income was $10.8M.

• Adjusted EBITDA for Q2 2025 was $5.6M, representing 28% of revenue.

• Gross margin improved to 43% in Q2 2025; gross profit for H1 2025 was $16.4M.

• Cash generated from operating activities was $5.2M in Q2 2025 and $8.9M for H1 2025, with $16.5M in cash and no long-term debt at quarter end.

Outlook and guidance

• Plans to continue organic growth, with openness to acquisitions and a focus on expanding geographies, automation, and AI-powered data capabilities.

• Management expects continued growth, leveraging technology and global reach to drive client expansion.

• Mobile digital ad market projected to grow at a 7% CAGR through 2030, supporting industry tailwinds.

• Management continues to monitor regional tensions in Israel but reports no material impact on operations as of the reporting date.