DJTTrump Media & Technology Group Corp.

Services-Computer Programming, Data Processing, Etc.

Revenue: $4M; 1.8% YoY
Operating margin: -15560.8%; 203% YoY
EBITDA: −$566M; 209% YoY
Market cap: $1.6B
Employees: —
Net debt / EBITDA: —; $755M net debt
AI in 10-K: 1.0; mentions per 10K words

Takeover score 3 of 13

Fixable underperformance 2 of 7

TSR below peersNo
—
3+ of last 5 years
High CEO pay despite TSRNo
—
Median CEO pay ≥ $15M while TSR trails
Earnings not backed by cashNo
—
Cash flow under 80% of net income
Dilutive SBCYes
16× of revenue
Over 10% of revenue
Payouts exceed cash flowYes
363% of cash flow
Buybacks + dividends over cash flow
Goodwill-heavyNo
6% of assets
Over 40% of assets
Shareholder dissentNo
98% lowest support
Any vote under 80% support

Buyer economics 1 of 4

Low revenue per employeeNo
—
Bottom quartile of its SIC industry
Quiet on AINo
1.0 per 10K words · 35th pct
Bottom quartile of AI mentions in 10-Ks
Net cashNo
—
More cash than debt, positive EBITDA
Buyout-sizedYes
$1.6B market cap
Market cap $500M–$5B

Catalysts 0 of 2

Active 13DNo
0 filings
Active-intent 13D in 18 months
Net insider sellingNo
−$45K net
Net sales over $10M in 12 months

Financials

Metric	FY2021	FY2022	FY2023	FY2024	FY2025	YoY	Trend
Revenue	—	$1M	$4M	$4M	$4M	1.8%
Operating income	−$2M	−$23M	−$16M	−$186M	−$573M	208%
Net income	−$2M	$51M	−$58M	−$401M	—
Operating cash flow	−$1M	−$24M	−$10M	−$61M	$15M	124%
Capex	—	$85K	$2K	$5M	$574K	89%
Stock-based comp	—	$0	$0	$107M	$59M	45%
Buybacks	—	$0	$0	$3M	$54M	1743%

Deal filings

None.

13D filers

Filed	Filer	Form	Stake	Intent
Dec 22, 2025	TRUMP DONALD J	SCHEDULE 13D/A	41.5%	Passive
Dec 30, 2024	TRUMP DONALD J	SCHEDULE 13D/A	52.9%	Passive
Apr 30, 2024	TRUMP DONALD J	SC 13D/A	64.9%	Passive
Apr 1, 2024	TRUMP DONALD J	SC 13D	57.6%	Active
Sep 24, 2021	ARC Global Investments II LLC	SC 13D	17.8%	Passive

Insider trading

Open-market buys, 12 mo: $10K · 1
Open-market sells, 12 mo: $55K · 1
Net: −$45K

Pay vs performance

No pay-versus-performance disclosure yet.