Zeta Global Holdings Corp. (ZETA) is a marketing technology company that empowers enterprises to optimize their customer acquisition, retention, and growth strategies. The company provides advanced consumer intelligence and marketing automation software through its proprietary Zeta Marketing Platform (ZMP). Leveraging artificial intelligence, data analytics, and omnichannel integration, Zeta enables personalized, data-driven marketing across digital channels such as email, social media, web, mobile, and Connected TV (CTV).
- Direct Platform Revenue - Provides marketing automation and consumer intelligence solutions directly to enterprises, enabling them to execute personalized, data-driven campaigns across multiple digital channels.
- Integrated Platform Revenue - Offers integrated marketing services that combine Zeta's proprietary platform capabilities with third-party systems to deliver comprehensive marketing solutions.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
David Steinberg ExecutiveBoard | Co-Founder, Chairman, CEO | Chairman of CAIVIS Investment Company, Kica Investments, and On Demand Pharmaceuticals. | Co-founded Zeta in 2007; has led the company as CEO since its inception. Previously founded InPhonic and Sterling Cellular. Holds a BA in Economics from Washington & Jefferson College. | View Report → |
Christopher Greiner Executive | Chief Financial Officer | None listed. | Joined Zeta in 2020 as CFO. Previously CFO at LivePerson and Inovalon, with earlier roles at IBM and CSC. Holds a BBA in Finance and Economics from Baylor University. | |
Steven Gerber Executive | President, COO | None listed. | Joined Zeta in 2009. Oversees product development, business development, customer success, and operations. Previously held roles at Tranzact LLC, Bain & Company, and Digitas LLC. Holds a BA from Northwestern and an MBA from Columbia. | |
Jeanine Silberblatt Board | Director | Board Member at Fashion Incubator San Francisco (FiSF), Founding Member of Chief. | Joined Zeta's Board in 2022. Former VP at Pottery Barn Teen and Stockwell AI Inc. Holds a BS from Delaware State University and an MBA from Harvard Business School. | |
Jené Elzie Board | Director | Managing Director at Dunes Point Capital, President of Seven Springs Global Advisors, Board Member at Varsity Brands and Invited. | Joined Zeta's Board in 2021. Former Chief Growth Officer at Athletes First Partners and VP of International Marketing at the NBA. Holds a BA and MA from Stanford University. | |
John Sculley Board | Director | Venture capitalist and co-founder of several companies. | Co-founded Zeta in 2008 and serves as a Director. Former CEO of Apple and PepsiCo. Holds a BA from Brown University and an MBA from the Wharton School at the University of Pennsylvania. | |
Robert Niehaus Board | Director, Chair of Audit Committee | Chairman of GCP Capital Partners, Chairman of Iridium Communications Inc.. | Joined Zeta's Board in 2012. Over 30 years of experience in investment and private equity. Previously served as a Director for Heartland Payment Systems. | |
William Landman Board | Director | Co-founder and Managing Principal of MainLine Investment Partners, Principal at CMS Companies, Senior Advisor at Renovus Capital, Principal at Merion Residential. | Joined Zeta's Board in 2008. Extensive experience in investment and company management. Holds leadership roles in multiple investment and real estate firms. | |
William Royan Board | Director | Managing Partner and Chair of the Investment Committee at GPI Capital. | Joined Zeta's Board in 2017. Previously held leadership roles at BTG Pactual and TMX Group. Holds a Bachelor of Commerce from the University of Calgary and an MBA from the University of Chicago. |
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Given that your 42% year-over-year revenue growth in Q3 2024 included $21 million from political candidate revenue, how do you plan to sustain your growth rate in 2025 when this revenue stream is expected to decline?
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Your guidance for 2025 implies a lower organic growth rate than the over 30% you've achieved excluding political revenue in recent quarters; what factors are contributing to this expected deceleration, and how confident are you in maintaining growth momentum?
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With the shift of agency customers towards direct channels improving gross margins, how sustainable is this trend, and what challenges do you anticipate in further increasing direct mix from the current 70%?
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Regarding your acquisition of LiveIntent, what specific synergies have you realized so far, and how confident are you in achieving the expected integration benefits ahead of schedule?
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Given the strong demand and a 60% increase in your RFP pipeline, could your cautious approach to hiring sales representatives limit your ability to capitalize on market opportunities, especially as you emphasize quality over quantity in sales hiring?
Research analysts who have asked questions during Zeta Global Holdings Corp earnings calls.
Arjun Bhatia
William Blair
5 questions for ZETA
Jason Kreyer
Craig-Hallum Capital Group LLC
5 questions for ZETA
Koji Ikeda
Bank of America
5 questions for ZETA
Matthew Swanson
RBC Capital Markets
5 questions for ZETA
Richard Baldry
ROTH MKM
5 questions for ZETA
Zach Cummins
B. Riley Securities
5 questions for ZETA
Brian Schwartz
Oppenheimer & Co.
4 questions for ZETA
Clark Wright
D.A. Davidson & Co.
4 questions for ZETA
David Hynes
Canaccord Genuity Group Inc.
4 questions for ZETA
Jackson Ader
KeyBanc Capital Markets
4 questions for ZETA
Ryan MacDonald
Needham & Company
4 questions for ZETA
Terrell Tillman
Truist Securities
4 questions for ZETA
Elizabeth Elliott
Morgan Stanley
2 questions for ZETA
Elizabeth Porter
Morgan Stanley
2 questions for ZETA
Gabriela Borges
Goldman Sachs
2 questions for ZETA
Ryan MacWilliams
Barclays
2 questions for ZETA
DJ Hynes
Canaccord Genuity
1 question for ZETA
Eamon Coughlin
Barclays
1 question for ZETA
Jackson Nichols
KeyBanc Capital Markets
1 question for ZETA
Kathleen Alexis Keyser
Morgan Stanley
1 question for ZETA
Kelly Valentini
Goldman Sachs
1 question for ZETA
Scott Berg
Needham & Company, LLC
1 question for ZETA
Terry Tillman
Truist Securities
1 question for ZETA
Recent press releases and 8-K filings for ZETA.
- Bragar Eagel & Squire, P.C. is investigating Zeta Global Holdings Corp. on behalf of long-term stockholders following a class action complaint filed on January 21, 2025, covering a Class Period from February 27, 2024, to November 13, 2024.
- The investigation stems from a Culper Research report published on November 13, 2024, which alleged that Zeta's data collection and reported financials were undermined by "two-way" contracts and "round-tripping" of revenue to artificially inflate results.
- The report also claimed Zeta collected customer data from "sham websites" or "consent farms" that were responsible for nearly all of the company's growth.
- Following the report's publication on November 13, 2024, Zeta's stock price fell $10.46, or 37.07%, to close at $17.76 per share.
- Zeta Global, a marketing technology company, differentiates itself by offering a single platform for B2C enterprise marketers to acquire, grow, and retain customers, supported by its proprietary data asset and pioneering AI capabilities.
- The company achieved strong performance in the first half of 2025, exceeding guidance and raising annual targets, attributed to the agency business, the OneZeta cross-sell initiative, and successful LiveIntent integration.
- Zeta monetizes its AI primarily through increased platform utilization, enabling marketers to execute campaigns with greater efficacy and frequency, and employs a combination of internally built and external large language models.
- The LiveIntent acquisition has successfully expanded Zeta's channel capabilities and data assets, fostering significant cross-selling opportunities between customer bases.
- A key growth vector is the OneZeta initiative, which aims to deepen penetration within the existing customer base by encouraging adoption of multiple use cases (acquire, grow, retain), leading to higher customer satisfaction and revenue leverage.
- Zeta Global Holdings Corp. reported strong Q2 results, including 35% growth, 52% EBITDA growth, and 69% free cash flow growth, marking its 16th consecutive quarter of beating and raising guidance.
- The company attributes its market share gains to its AI-built platform, which helps clients lower marketing costs by up to 50%.
- Zeta has been actively returning capital to shareholders, having nearly completed a $100 million share buyback in six months and announcing an additional $200 million buyback, achieving net zero dilution in Q2.
- The company is on track with its 2028 plan, targeting $2.1 billion in revenue with a 25% operating margin and 65% free cash flow conversion, driven by a 20% compounded organic growth rate.
- Strategic initiatives like expanding engagement with agency holdcos, independent agencies, and the "OneZeta" approach (multiple use cases) are expected to drive significant future growth and efficiency, with new use cases potentially multiplying revenue by 6-7 times.
- Zeta Global reported strong Q2 2025 financial results, with revenue reaching $308 million, up 35% year-over-year, and adjusted EBITDA growing 52% to $59 million. The company also generated $33.6 million in free cash flow, a 69% increase year-over-year.
- The company raised its full-year 2025 guidance, now expecting revenue of $1.263 billion at the midpoint (up $21 million) and adjusted EBITDA of $264.6 million (up $6 million). Free cash flow guidance was significantly increased to $142 million, up $10.5 million from previous guidance.
- Key growth drivers include the launch of Zeta Answers, a new prescriptive AI framework, and continued momentum in its agency business, with 567 scaled customers (up 21% year-over-year) and increased ARPU.
- Zeta Global's board approved an additional $200 million two-year share repurchase authorization, following $69 million in share repurchases year-to-date as of July 25.
- Integrated Data Strategy: Emphasized a converged marketing technology platform that leverages proprietary identity data from its networks (Disqus and LiveIntent) to drive customer acquisition, growth, and retention.
- AI and Automation Focus: Detailed initiatives including the internal Compass tool and the new Answers Framework to accelerate onboarding and deliver improved ROI, highlighting the role of AI in modernizing marketing workflows.
- Competitive Data Differentiation: Stressed that the scale and unique streaming capability of its data assets provide a significant, hard-to-replicate competitive edge in the evolving marketing landscape.
- Expansion and Innovation: Indicated plans to extend its international reach and continuously integrate new data sources while adapting to varied regulatory environments.
- Zeta Global highlighted its integrated marketing platform that consolidates data, automation, and multi-channel engagement to deliver measurable ROI across customer acquisition, retention, and growth.
- The firm emphasized its proprietary data asset covering about 240 million U.S. individuals enriched with behavioral signals from partners like Disqus and LiveIntent, supporting identity-based marketing.
- Growth initiatives were underlined, including the expansion of agency channels now contributing nearly 20% to revenue, and the launch of multi-use case strategies (OneZeta) that are driving scalable sales opportunities.
- Investments in generative AI and tools such as AgenTic were discussed as key drivers to enhancing campaign effectiveness and operational productivity.
- Robust Q1 performance: $264M revenue, up 36% YoY, and $47M adjusted EBITDA, marking the 15th consecutive beat and raise quarter
- Guidance raised: Updated outlook now projects Q2 revenue of $297M and full-year revenue of $1.242B, reflecting improved EBITDA margins
- Operational highlights: Enhanced customer metrics with net cash provided by operating activities of $35M and improved customer ARPU
- AI innovation: Continued investment, highlighted by the launch of Agent Studio, is bolstering market share and ROI for customers
- Capital allocation: Strategic share repurchases of 1.6 million shares in Q1, complementing efforts to reduce dilution