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Zoomd Technologies Ltd (TSXV:ZOMD) (OTC:ZMDTF) presented its Q2 2025 financial results on August 14, 2025, showcasing substantial growth in revenue and profitability. The mobile-first performance marketing company reported a 40% year-over-year increase in quarterly revenue, accompanied by a remarkable 180% surge in net income for the same period.
Quarterly Performance Highlights
Zoomd’s Q2 2025 results demonstrated strong momentum across key financial metrics. The company reported revenue of $19.6 million for the quarter, representing a 40% increase compared to Q2 2024. This growth contributed to first-half 2025 revenue of $37.7 million, up 66% year-over-year.
Profitability showed even more dramatic improvement, with Q2 2025 net income reaching $6.1 million, approximately 180% higher than the same quarter last year. For the first half of 2025, net income totaled $10.8 million, representing a roughly 300% year-over-year increase.
As shown in the following financial highlights chart from the company’s presentation:
The company also reported robust cash generation, with $5.2 million in cash from operations during Q2 2025, an increase of $2.9 million compared to the same period last year. Zoomd maintains a strong balance sheet with $16.5 million in cash and no long-term debt as of the end of the quarter.
Detailed Financial Analysis
Zoomd’s financial performance shows a clear trajectory of improvement since the company announced repositioning efforts in Q2 2023. The quarterly results table provides a comprehensive view of this transformation:
Revenue growth has been consistent quarter-over-quarter, with the company highlighting that Q2 2025 revenue increased 40% compared to Q2 2024. The presentation also noted that the company recognized significant revenue from the UEFA Euro 2024 tournament in Q3 2024.
The following chart illustrates Zoomd’s revenue growth trajectory:
Operational efficiency has been a key driver of improved profitability. Operating costs as a percentage of revenue have declined substantially, enhancing the company’s bottom line:
This operational excellence has facilitated Zoomd’s transition from operating losses to consistent profitability:
The culmination of these improvements is evident in the company’s record net income performance:
Competitive Industry Position
Zoomd positions itself primarily within the Open Internet segment of the digital advertising market, which accounts for approximately 48% of advertiser budgets, according to the company’s presentation. The remaining 52% is allocated to "Walled Gardens" such as Google Ads, Meta, and TikTok.
The company’s strategic focus on the Open Internet is illustrated in this breakdown:
Zoomd serves a diverse client base across multiple sectors, with eCommerce representing 42% of revenue, followed by Entertainment (25%), Gaming (12%), Crypto (9%), and FinTech (7%). This diversification helps mitigate sector-specific risks and provides multiple growth avenues.
The company reports strong client retention, with an average relationship of more than three years among its top 10 clients. Zoomd’s global footprint includes campaigns in over 50 countries, further diversifying its revenue streams geographically.
Strategic Initiatives
Zoomd’s presentation emphasized its technology-led approach to mobile performance marketing. The company’s platform integrates various tools and services designed to optimize user acquisition across multiple channels:
1. Skipper Networks: Leverages ad networks at scale with hundreds of integrations
2. DSP (Demand-Side Platform): Programmatic media buying integrated with more than 30 mobile exchanges
3. Albert.ai: Social and search campaign management technology
4. CGC: Creator-based, video production user acquisition business
The company’s value proposition centers on empowering brands to expand globally with minimal resources while achieving optimal impact. Zoomd offers access to an extensive network of both global and local media channels through a unified service provider.
Forward-Looking Statements
Looking ahead, Zoomd appears well-positioned to continue its growth trajectory. The global mobile digital ad space is projected to expand significantly, with global consumer spending in mobile apps expected to increase from $142 billion in 2020 to $288 billion by 2030, representing a 7.3% CAGR.
The company’s capital structure as of June 30, 2025, includes a market capitalization of C$147.8 million, with the stock trading at C$1.49 (52-week range:C$0.13 - C$1.53). Management maintains significant ownership at 23.6%, aligning leadership interests with shareholders.
According to the most recent market data, Zoomd’s stock closed at C$1.45 on August 13, 2025, representing a slight decline of 2.03% from the previous close. Despite this minor pullback, the stock has performed exceptionally well over the past year, trading near its 52-week high and substantially above its 52-week low of C$0.15.
With continued revenue growth, improving profitability metrics, and a strong cash position, Zoomd Technologies appears well-equipped to capitalize on opportunities in the expanding mobile digital advertising market while delivering value to shareholders.
Full presentation:
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