Stock Markets March 3, 2026

Ziff Davis Shares Jump After $1.2 Billion Sale of Connectivity Unit to Accenture

Deal shifts a business representing roughly 16% of revenue and triggers a major market reaction for ZD

By Caleb Monroe ZD
Ziff Davis Shares Jump After $1.2 Billion Sale of Connectivity Unit to Accenture
ZD

Ziff Davis said it has entered a definitive agreement to sell its Connectivity division to Accenture for $1.2 billion in cash. The announcement sent Ziff Davis shares sharply higher, and the company outlined how the transaction will be treated in its financial statements and how proceeds will be used.

Key Points

  • Ziff Davis agreed to sell its Connectivity division to Accenture for $1.2 billion in cash - the price is subject to customary closing adjustments and applicable taxes.
  • The Connectivity division, which includes Ookla, Speedtest, Ekahau, Downdetector, and RootMetrics, generated $231 million in 2025, about 16% of Ziff Davis’ total revenues, and will be classified as discontinued operations starting in Q1 FY2026.
  • The transaction is pending customary closing conditions and regulatory approvals; Ziff Davis will continue to operate the division until closing and plans to use proceeds for general corporate purposes and capital allocation consistent with its debt agreements.

Ziff Davis announced a definitive agreement to divest its Connectivity division to Accenture for $1.2 billion in cash, prompting a roughly 60% rise in the company's stock price. The announcement confirms that the buyer will pay the stated cash consideration subject to customary closing adjustments, and that proceeds will be subject to applicable taxes.

The Connectivity division encompasses several well-known network intelligence and testing brands, including Ookla, Speedtest, Ekahau, Downdetector, and RootMetrics. Those businesses supply network intelligence, testing, and optimization solutions to service providers, enterprises, and regulators around the world.

According to Ziff Davis, Connectivity produced $231 million in revenue in 2025, which the company says represents approximately 16% of its total revenues. The company also indicated that, beginning with the first quarter of fiscal year 2026, the financial results for the Connectivity division will be reported as discontinued operations within Ziff Davis’ consolidated financial statements for both current and prior periods.

The transaction is expected to close in the coming months, subject to satisfaction of customary closing conditions and required regulatory approvals. Until the deal is completed, Ziff Davis will continue to own and operate the Connectivity assets being sold.

Ziff Davis said it intends to use the cash proceeds for general corporate purposes and to support capital allocation activities in a manner consistent with the covenants and terms of its outstanding debt securities. The sale price is open to certain adjustments at closing and the net proceeds will be subject to applicable tax treatment.

Evercore Group and Citi acted as financial advisors to Ziff Davis for the transaction, and Kirkland & Ellis served as the company's legal counsel.


This report presents the terms and financial impacts described by Ziff Davis in its announcement and the company’s statements regarding accounting treatment and intended use of proceeds. It also notes the market reaction to the announcement and the advisors and counsel involved in the deal.

Risks

  • The sale price is subject to customary closing adjustments - this could change the final cash consideration received for the Connectivity division.
  • The transaction requires satisfaction of closing conditions and regulatory approvals - there is uncertainty on timing and whether those conditions will be met in the coming months.
  • Proceeds will be subject to applicable taxes and the company's stated use of funds must align with terms of its outstanding debt securities - tax treatment and debt covenants could affect net proceeds and allocation decisions.

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