Start here if you're new
what it is
BuzzFeed makes digital content, sells ads, and tries to turn your scrolling into shopping.
how it gets paid
Last year Buzzfeed made $190M in revenue. Advertising was the main engine at $86M, or 45% of sales.
what just happened
Revenue jumped to $129M, but EPS still came in at -$0.81.
At a glance
C balance sheet — red flag territory — real financial stress
5.1% return on capital — nothing to write home about
-$0.91 fy2024 eps est
$190M fy2024 rev est
12.4% operating margin
xvary composite: 25/100 — weak
What they do
BuzzFeed makes digital content, sells ads, and tries to turn your scrolling into shopping.
BuzzFeed still has something many tiny media companies do not: audience scale that does things. In 2024, people consumed more than 297 million hours of its content and drove over $500 million in transactions for commerce partners. First-party data (what users do on BuzzFeed's own sites) helps it sell ads and commerce placements, so your click is worth more than a random pageview.
How they make money
$190M
annual revenue
Advertising
$86M
+0.5%
Content
$49M
+55.0%
Commerce
$54M
0.0%
Other
$1M
0.0%
The products that matter
digital ad sales
Advertising
$25.6M in Q4 · 45% of quarterly revenue
It brought in $25.6M in Q4 2025 and grew 0.5%. In human-speak: the biggest revenue bucket is no longer doing enough to carry the company by itself.
largest segment
studio and licensing revenue
Content
$14.7M in Q4 · +55.7%
This segment grew to $14.7M in Q4 2025, up 55.7% from a year ago. It is the bright spot. The catch is scale. It still starts from a smaller base than Advertising.
growth engine
affiliate and other revenue
Commerce & Other
$16.3M in Q4 · 29% of quarterly revenue
Commerce & Other generated $16.3M in Q4 2025. Useful, but without a disclosed growth rate here, you should treat it as support revenue rather than the rescue plan.
supporting revenue
Key numbers
12.4%
operating margin
Operating margin → money left after running the business → so what: BuzzFeed lost about $12 for every $100 of sales on a $190M revenue base.
$41M
long-term debt
Long-term debt → money owed for years → so what: the debt stack is larger than the company's roughly $26M market value, which leaves you with thin room for mistakes.
297M
hours watched
Content consumption → how much time people spent with the brands → so what: the audience still shows up, even if profits do not.
$500M
partner sales
Attributable transactions → purchases BuzzFeed says it helped drive → so what: commerce reach is large, but the company captures only a small slice of that value in revenue.
Financial health
C
strength
- balance sheet grade C — very weak — significant financial distress
- risk rank 5 — safer than 5% of stocks
- price stability 5 / 100
- long-term debt $41M (61% of capital)
C — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
Return history isn't available for BZFD right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Revenue jumped to $129M, but EPS still came in at -$0.81.
The quarter showed top-line improvement, but the core problem stayed the same: BuzzFeed still is not converting revenue into profits. Full-year expected revenue is $190M with a -12.4% operating margin.
$48M
revenue
$0.81
eps
n/a
n/a
the number that mattered
The number that mattered was -12.4% operating margin, because revenue growth does not help you much if each extra dollar is still coming through unprofitable.
source: company earnings report, 2026
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What could go wrong
the main risk is simple: BuzzFeed does not have the luxury of a slow fix. A weak ad business, a $26.8M annual loss, and a going-concern warning make this a timing problem as much as a business problem.
med
Going-concern risk
The company disclosed that liquidity is tight enough to raise doubt about continuing operations in 2026. That is not routine filing language. It is management telling you the runway is short.
A $26M market cap against a $26.8M annual net loss leaves almost no margin for error.
med
A strategic deal may help the company more than the stock
A sale, breakup, or financing would address the immediate pressure. It does not automatically mean a good outcome for common shareholders. In distressed situations, creditors usually get the first real vote.
If a deal arrives on creditor-friendly terms, dilution or weak recovery for the equity becomes the price of survival.
med
Advertising still decides the pace
Advertising revenue was $25.6M in Q4 2025 and grew just 0.5%. That is still the biggest quarterly bucket, so the faster-growing Content segment does not get to set the tone by itself yet.
Reported 2025 revenue already fell 2.4% from a year ago. Another step down keeps pressure on cash and credibility.
A company with $185.3M in revenue, a $26.8M annual loss, and $41M of long-term debt does not get many bad quarters before the capital structure starts making decisions for you.
source: institutional data · regulatory filings · risk analysis
Pay attention to
strategic review
Any sale, financing, or breakup announcement
This is the main near-term catalyst. If the review produces fresh capital or a real transaction, the survival question changes fast.
liquidity
Whether annual losses start narrowing
The company lost $26.8M for the full year. You want to see that number improve quickly, not hang around the same level.
segment mix
Content growth versus ad stagnation
Content grew 55.7% in Q4 2025, while Advertising grew 0.5%. If the smaller segment loses speed, the turnaround case gets thinner in a hurry.
capital structure
Debt load versus the equity value
Long-term debt is $41M against a market cap of about $26M. That contrast tells you where the negotiating power sits if the balance sheet tightens further.
Analyst rankings
risk profile
high risk
risk rank 5 — significant risk of large drawdowns.
chart momentum
average
momentum rank 3 — the stock is moving with the broader market, no unusual signal.
source: institutional data
Institutional activity
institutional ownership data for BZFD is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$1
current price
n/a
target midpoint · n/a from current
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