Earnings summaries and quarterly performance for Zeta Global Holdings.
Executive leadership at Zeta Global Holdings.
Board of directors at Zeta Global Holdings.
Research analysts who have asked questions during Zeta Global Holdings earnings calls.
Arjun Bhatia
William Blair
7 questions for ZETA
Also covers: AMPL, BAND, BRZE +19 more
Jason Kreyer
Craig-Hallum Capital Group LLC
7 questions for ZETA
Also covers: CDLX, CREX, DSP +15 more
Koji Ikeda
Bank of America
7 questions for ZETA
Also covers: ADSK, AMPL, BL +19 more
Matthew Swanson
RBC Capital Markets
7 questions for ZETA
Also covers: ADBE, DV, IBM +7 more
RB
Richard Baldry
ROTH MKM
7 questions for ZETA
Also covers: AEYE, ASUR, CYRX +9 more
TT
Terrell Tillman
Truist Securities
7 questions for ZETA
Also covers: , FIVN, INST +17 more
Zach Cummins
B. Riley Securities
7 questions for ZETA
Also covers: AEYE, BLZE, DHX +9 more
CW
Clark Wright
D.A. Davidson & Co.
6 questions for ZETA
Also covers: AMPL, CXM, MSBI +4 more
JA
Jackson Ader
KeyBanc Capital Markets
6 questions for ZETA
Also covers: AKAM, AMPL, ASAN +13 more
Brian Schwartz
Oppenheimer & Co.
4 questions for ZETA
Also covers: AGYS, BRZE, CWAN +10 more
DH
David Hynes
Canaccord Genuity Group Inc.
4 questions for ZETA
Also covers: BIGC, BRZE, EVCM +17 more
EP
Elizabeth Porter
Morgan Stanley
4 questions for ZETA
Also covers: ADSK, AMPL, CXM +12 more
GB
Gabriela Borges
Goldman Sachs
4 questions for ZETA
Also covers: AVPT, BIGC, BRZE +20 more
Ryan MacDonald
Needham & Company
4 questions for ZETA
Also covers: ACCD, AMWL, BNED +17 more
DH
D.J. Hynes
Canaccord Genuity
2 questions for ZETA
EE
Elizabeth Elliott
Morgan Stanley
2 questions for ZETA
Also covers: ADSK, AMPL, CXM +8 more
RM
Ryan MacWilliams
Barclays
2 questions for ZETA
Also covers: AUDC, BAND, BRZE +16 more
DH
DJ Hynes
Canaccord Genuity
1 question for ZETA
Also covers: PCOR, TTAN
EC
Eamon Coughlin
Barclays
1 question for ZETA
Also covers: BAND, EVCM, FROG
JN
Jackson Nichols
KeyBanc Capital Markets
1 question for ZETA
KA
Kathleen Alexis Keyser
Morgan Stanley
1 question for ZETA
KV
Kelly Valentini
Goldman Sachs
1 question for ZETA
Scott Berg
Needham & Company, LLC
1 question for ZETA
Also covers: AMPL, BILL, BRZE +23 more
Recent press releases and 8-K filings for ZETA.
Zeta Global Discusses AI Initiatives, M&A Strategy, and Growth Outlook
ZETA
M&A
Product Launch
Guidance Update
- Zeta Global differentiates itself with a proprietary data set of over 245 million U.S. adults and 525 million globally, enabling omnichannel marketing and serving customer retention, growth, and acquisition use cases, unlike competitors focused solely on retention.
- The company introduced Athena, an AI agent designed to enhance efficiency by reducing workflow times from hours to minutes, leveraging Zeta's Data Cloud and Identity Graph for intelligent recommendations and seamless campaign management. Athena's monetization strategy focuses on driving use case adoption, which historically increases revenue per customer by three to five times.
- Zeta has a strategic partnership with OpenAI, embedding OpenAI's conversational tool into Athena and exploring joint go-to-market opportunities, with TKO serving as an early adopter and public testimonial.
- Recent acquisitions include LiveIntent, adding a new Publisher Cloud channel for targeted advertising in digital newsletters , and Marigold, a competitor acquisition expected to contribute at least $190 million in standalone revenue for calendar 2026. The Marigold acquisition aims to cross-sell Zeta's growth and acquisition use cases to Marigold's 30-50 large enterprise customers.
- Zeta maintains strong growth and profitability by rigorously redistributing resources, focusing on coding and sales, and operating with an "ultra lean" middle layer, aiming for approximately 20% organic growth with 30% margins and 70% Free Cash Flow conversion by 2028/2030.
Jan 13, 2026, 2:30 PM
Zeta Global Discusses AI, Acquisitions, and Financial Targets at Needham Conference
ZETA
M&A
Product Launch
Guidance Update
- Zeta Global operates a marketing cloud for Chief Marketing Officers, distinguished by its proprietary data set of over 245 million U.S. adults and 525 million globally, omnichannel marketing capabilities, and ability to serve customer retention, growth, and acquisition use cases.
- The company introduced Athena, an AI agent designed to enhance efficiency and effectiveness for customers by reducing manual workflow time, leveraging its proprietary Data Cloud and Identity Graph. Zeta has also partnered with OpenAI, embedding its conversational tool into Athena and exploring joint go-to-market strategies.
- Zeta recently acquired Marigold (closed end of 2023), a competitor, primarily to cross-sell Zeta's growth and acquisition use cases to Marigold's 30 to 50 large enterprise customers. The company guided to at least $190 million in standalone Marigold revenue for 2026, incorporating conservative assumptions regarding attrition and non-strategic product support.
- Zeta aims for approximately 20% organic growth with 30% margins and 70% Free Cash Flow conversion by 2028/2030, driven by a strategy of rigorous resource redistribution to focus on code creation and sales, while maintaining an "ultra lean" middle layer.
Jan 13, 2026, 2:30 PM
Zeta Global Discusses AI, Acquisitions, and Growth Strategy at Needham Conference
ZETA
M&A
Product Launch
Guidance Update
- Zeta Global highlighted its differentiated marketing cloud, featuring a proprietary data set of over 245 million U.S. adults and 525 million globally, omnichannel capabilities, and support for customer acquisition, growth, and retention use cases.
- The company introduced Athena, an AI agent aimed at significantly improving customer efficiency by automating complex workflows and reducing task times from hours to minutes, thereby driving increased platform utilization and use case adoption.
- Zeta detailed its strategic partnership with OpenAI, which involves embedding OpenAI's conversational tool into Athena and exploring a future joint go-to-market strategy for enterprise clients.
- The recent acquisition of Marigold (closed end of 2023) is anticipated to expand Zeta's product portfolio with a loyalty offering and provide access to 30-50 large enterprise customers for cross-selling. Zeta projects at least $190 million in standalone Marigold revenue for 2026, with a conservative estimate accounting for historical attrition.
- Zeta Global affirmed its long-term financial targets of approximately 20% organic growth and 30% Free Cash Flow conversion margins by 2028/2030, driven by strategic resource allocation focused on high-value functions.
Jan 13, 2026, 2:30 PM
Zeta Global and OpenAI Announce Strategic Collaboration for Athena by Zeta™
ZETA
Product Launch
New Projects/Investments
- Zeta Global announced a strategic collaboration with OpenAI to power the conversational intelligence and agentic applications behind Athena by Zeta™, its superintelligent agent for enterprise marketing.
- This partnership will involve a deeper technical collaboration, aligning Athena's product roadmap with advances in OpenAI models, and providing Zeta with early access to new OpenAI models and features.
- Athena's first two agentic applications, Insights and Advisor, have entered beta, with TKO Group Holdings, Inc. already reporting positive impact from the Early Access Program.
- Zeta plans to launch Athena to all customers by the end of Q1 2026.
Jan 5, 2026, 9:05 PM
Zeta Global Reports Strong Q3 2025 Results, Raises 2025 Guidance, and Provides Initial 2026 Outlook
ZETA
Earnings
Guidance Update
M&A
- Zeta Global reported strong Q3 2025 results, with revenue of $337 million (up 28% year-over-year excluding political and LiveIntent), Adjusted EBITDA of $78 million (up 46%), and Free Cash Flow of $47 million (up 83%), marking its highest free cash flow margin ever achieved.
- The company raised its full-year 2025 guidance, increasing the midpoint of revenue guidance by $11 million to $1.275 billion, Adjusted EBITDA to $273.7 million, and Free Cash Flow to $157.4 million.
- Zeta Global provided an initial organic-only outlook for 2026, projecting revenue of $1.54 billion (21% growth), Adjusted EBITDA of $354 million (23% margin), and Free Cash Flow of $209 million (14% margin).
- The company launched Athena, an AI conversational super intelligent agent, which is in internal beta and expected to be production-ready by the end of Q1 2026. The acquisition of Marigold's enterprise software business remains on track to close by the end of 2025, though its contributions are not included in current 2025 guidance.
Nov 4, 2025, 9:30 PM
Zeta Reports Strong Q3 2025 Results and Raises 2025 Guidance
ZETA
Earnings
Guidance Update
M&A
- Zeta (ZETA) reported strong Q3 2025 financial results, with revenue reaching $337 million, an increase of 28% year-over-year excluding political and LiveIntent, Adjusted EBITDA of $78 million (up 46% year-over-year), and free cash flow of $47 million (up 83% year-over-year).
- The company raised its 2025 revenue guidance by $11 million at the midpoint to $1.275 billion and its Adjusted EBITDA guidance to $273.7 million.
- Zeta provided initial organic 2026 guidance, projecting revenue of $1.54 billion (representing 21% growth over 2025 guidance) and Adjusted EBITDA of $354 million.
- Key strategic developments include the launch of Athena, an AI conversational super intelligent agent, and the pending acquisition of Marigold's enterprise software business, which is expected to close by year-end.
Nov 4, 2025, 9:30 PM
Zeta Global Reports Strong Q3 2025 Results, Raises 2025 Guidance, and Provides 2026 Outlook
ZETA
Earnings
Guidance Update
M&A
- Zeta Global reported Q3 2025 revenue of $337 million, an increase of 28% year-over-year excluding political and LiveIntent, and Adjusted EBITDA of $78 million, up 46% year-over-year.
- The company raised its 2025 revenue guidance by $11 million at the midpoint to $1.275 billion and its Adjusted EBITDA guidance to $273.7 million.
- Zeta Global also provided an initial organic 2026 outlook, projecting revenue of $1.54 billion (21% growth) and Adjusted EBITDA of $354 million.
- The company launched Athena, an AI conversational super intelligent agent, which is expected to be in client beta by the end of Q4 2025 and fully production-ready by the end of Q1 2026.
- Zeta Global repurchased 1.7 million shares for $28 million in Q3 2025 and remains on track to complete the Marigold enterprise software business acquisition by year-end.
Nov 4, 2025, 9:30 PM
Zeta Global Reports Q3 2025 Financial Results and Updates Guidance
ZETA
Earnings
Guidance Update
Share Buyback
- Zeta Global reported Q3 2025 revenue of $337 million, a 26% year-over-year increase, and generated free cash flow of $47 million, an 83% year-over-year increase with a 14% margin.
- The company grew its Super Scaled Customer count to 180, an increase of 12 customers quarter-over-quarter and 25% year-over-year.
- Zeta Global increased its Full Year 2025 guidance for revenue to a range of $1,273 million to $1,276 million, adjusted EBITDA to $273.2 million to $274.1 million, and free cash flow to $156.9 million to $157.9 million.
- The company also provided initial Full Year 2026 guidance, projecting revenue of $1,540 million, adjusted EBITDA of $354 million, and free cash flow of $209 million.
- A new stock repurchase program of up to $200 million was authorized through December 31, 2027, with $199 million remaining available as of September 30, 2025.
Nov 4, 2025, 9:05 PM
Zeta Global Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ZETA
Earnings
Guidance Update
Share Buyback
- Zeta Global reported Q3 2025 revenue of $337 million, a 26% year-over-year increase, with $58 million in net cash provided by operating activities and $47 million in free cash flow.
- The company updated its full-year 2025 revenue guidance to a range of $1,273 million to $1,276 million, representing 27% year-over-year growth, and increased adjusted EBITDA and free cash flow guidance.
- Initial full-year 2026 guidance projects revenue of $1,540 million, a 21% year-over-year increase, with adjusted EBITDA of $354 million and free cash flow of $209 million.
- Zeta Global grew its Super Scaled Customer count to 180, an increase of 25% year-over-year.
- A new stock repurchase program of up to $200 million was authorized on July 23, 2025, with $199 million remaining available as of September 30, 2025.
Nov 4, 2025, 9:05 PM
Zeta Global Outlines Growth and Profitability Strategy at 2025 Investor Day
ZETA
Revenue Acceleration/Inflection
M&A
Guidance Update
- Zeta Global has demonstrated durable growth and expanding profitability, being one of only eight public technology companies since 2021 to achieve 20%+ annual revenue growth and year-over-year free cash flow margin expansion. The company's compound revenue growth rate since its IPO has been 28%.
- The company is targeting significant margin expansion, with a clear pathway to at least 30% adjusted EBITDA margin by 2030 and at least 70% free cash flow conversion.
- Zeta Global is leveraging AI and its proprietary Supergraph data foundation to drive growth, with new offerings like the Athena intelligent agent and the OneZeta operating model.
- The recent Marigold acquisition is expected to accelerate growth by expanding enterprise reach, loyalty data, and European market penetration through Selligent. The company also highlights a strong competitive position amidst an accelerating market replacement cycle, driven by AI as a catalyst and a 70% increase in RFP volume.
Oct 8, 2025, 12:30 PM
Quarterly earnings call transcripts for Zeta Global Holdings.
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