$ZETA Global Q3’25 Earnings Highlights
🔹 Revenue: $337M (Est. $328M) 🟢 +26% YoY
🔹 Adj. EBITDA: $78M (Est. $70M) 🟢
FY25 Guide:
🔹 Revenue: $1.273B–$1.276B (Est. $1.26B) 🟢
🔹 Adj. EBITDA: ~$274M (Est. $264M) 🟢
🔹 FCF: ~$157M (Est. $142M) 🟢
Q4 Guidance
🔹 Revenue: $363M–$366M (Est. $363M) 🟢
🔹 Adj. EBITDA: ~$90M (Est. $88M) 🟢
FY26 Outlook:
🔹 Revenue $1.54B (Est. $1.49B) 🟢
🔹 EBITDA $354M (Est. $325M) 🟢
🔹 FCF $209M (Est. $178M) 🟢
Other Metrics:
🔹 Free Cash Flow: $47M, +83% YoY, margin 14%
🔹 Operating Cash Flow: $58M, +68% YoY
🔹 Super Scaled Customers: 180 (+12 QoQ, +25% YoY)
Other Update:
🔹 Achieved Rule of 40 on free cash flow margin and revenue growth
🔹 Revenue up 28% YoY ex-political and LiveIntent, accelerating from Q2
🔹 Launched Athena by Zeta, an AI conversational agent driving engagement
🔹 Announced $200M share repurchase program through 2027
🔹 CFO: “Durable, predictable, and profitable growth continues”
CEO David Steinberg
🔸 “We are growing faster because our AI and data are superior. Athena, One Zeta, and Zeta Live momentum strengthen our leadership in the martech landscape.”
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