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Zeta Global Holdings Corp (ZETA)
NYSE:ZETA
RESEARCH TOOLSreports
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
-0.23Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 25, 2025
|% Change Since: -16.46%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Positive
The earnings call was predominantly positive, highlighting record-breaking financial performance, significant AI adoption, successful integration of acquisitions, and a strong growth outlook with the Zeta 2028 plan. Although there were some challenges, such as costs related to defending against a short seller report and working capital headwinds, the positive aspects significantly outweighed the negatives.Company Guidance
During Zeta's fourth-quarter 2024 earnings call, the company reported record revenue of $315 million, marking a 50% year-over-year increase, and record adjusted EBITDA of $70 million, reflecting a 57% year-over-year rise. Looking ahead, Zeta provided guidance for 2025, predicting a sixth consecutive year of 20%+ growth, with a 20% organic revenue CAGR forecast between 2024 and 2028. The company aims for an adjusted EBITDA margin improvement of 580 basis points to at least 25% and free cash flow margin expansion of 700 basis points to at least 16% by 2028. Zeta highlighted significant AI adoption, with AI agent usage up nearly 200% sequentially in Q4, contributing to a 40% rise in consumption revenue. The company's strategic initiatives also include expanding its customer base and vertical expertise, enhancing its partnership ecosystem, and leveraging its AI capabilities to drive both productivity and revenue gains.Record Revenue and EBITDA
Zeta generated record revenue of $315 million in Q4 2024, up 50% year-over-year, and achieved record adjusted EBITDA of $70 million, up 57% year-over-year.
Strong Full-Year Performance
For the full year 2024, Zeta's revenue was over $1 billion, exceeding the initial guidance by $131 million or 15%.
Positive GAAP Net Income
Zeta achieved positive GAAP net income for the first time as a public company with $15.2 million in Q4 2024.
AI Adoption and Impact
AI adoption across Zeta's platform surged with a 200% sequential growth in Q4, significantly impacting consumption revenue, which increased over 40% in 2024.
Successful Integration of LiveIntent
Zeta completed the LiveIntent integration ahead of schedule in early January, leading to the launch of synergistic products like Zeta Direct.
Growth in Scaled Customers
Total scaled customer count grew to 527 by the end of 2024, a 17% increase year-over-year.
Zeta 2028 Plan
Zeta aims for a 20% organic revenue CAGR between 2024 and 2028, targeting over $2.1 billion in revenue by 2028.
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ZETA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ZETA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 25, 2025 | $20.60 | $17.77 | -13.74% |
| Nov 11, 2024 | $36.74 | $28.22 | -23.19% |
| Jul 31, 2024 | $21.42 | $23.99 | +12.00% |
| May 06, 2024 | $13.00 | $15.38 | +18.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Zeta Global Holdings Corp (ZETA) report earnings?
Zeta Global Holdings Corp (ZETA) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is Zeta Global Holdings Corp (ZETA) earnings time?
Zeta Global Holdings Corp (ZETA) earnings time is at May 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ZETA EPS forecast?
ZETA EPS forecast for the fiscal quarter 2025 (Q1) is 0.12.
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