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Zeta Global Holdings Corp
Zeta Global Holdings Corp. emerges as a notable player in the realm of data-driven marketing technology. Founded in 2007, Zeta has crafted its space by capitalizing on the exponential growth of digital marketing and the increasing necessity for businesses to connect with consumers at a more personalized level. At its core, Zeta operates on a robust data and analytics platform that leverages artificial intelligence to enhance consumer engagement and drive brand performance. By analyzing vast volumes of data, Zeta aids businesses in understanding customer behaviors and preferences, thus enabling tailored marketing campaigns that resonate with target audiences. The company's commitment to technological innovation is evident in its continuous evolution of platforms designed to streamline marketing strategies while optimizing return on investment for clients.
The financial engine powering Zeta Global is its revenue model, derived from a combination of software subscriptions, professional services, and media activation. The company predominantly monetizes through its software as a service (SaaS) offerings, wherein clients subscribe to utilize Zeta's marketing cloud. This cloud integrates customer intelligence and marketing automation tools for a subscription fee. Additionally, Zeta provides professional services to help businesses harness the full potential of the platform, further boosting its revenue streams. The media activation component involves executing digital ad campaigns on behalf of clients, with Zeta earning a margin on ad spend. Through these avenues, Zeta not only solidifies its financial standing but also continually adapts to the dynamic marketing technology landscape, ensuring comprehensive solutions that cater to evolving client needs.
Zeta Global Holdings Corp. emerges as a notable player in the realm of data-driven marketing technology. Founded in 2007, Zeta has crafted its space by capitalizing on the exponential growth of digital marketing and the increasing necessity for businesses to connect with consumers at a more personalized level. At its core, Zeta operates on a robust data and analytics platform that leverages artificial intelligence to enhance consumer engagement and drive brand performance. By analyzing vast volumes of data, Zeta aids businesses in understanding customer behaviors and preferences, thus enabling tailored marketing campaigns that resonate with target audiences. The company's commitment to technological innovation is evident in its continuous evolution of platforms designed to streamline marketing strategies while optimizing return on investment for clients.
The financial engine powering Zeta Global is its revenue model, derived from a combination of software subscriptions, professional services, and media activation. The company predominantly monetizes through its software as a service (SaaS) offerings, wherein clients subscribe to utilize Zeta's marketing cloud. This cloud integrates customer intelligence and marketing automation tools for a subscription fee. Additionally, Zeta provides professional services to help businesses harness the full potential of the platform, further boosting its revenue streams. The media activation component involves executing digital ad campaigns on behalf of clients, with Zeta earning a margin on ad spend. Through these avenues, Zeta not only solidifies its financial standing but also continually adapts to the dynamic marketing technology landscape, ensuring comprehensive solutions that cater to evolving client needs.
Beat and Raise: Zeta reported its 17th consecutive beat and raise quarter, with both revenue and adjusted EBITDA exceeding guidance.
Revenue Growth: Q3 revenue was $337 million, up 26% year-over-year (28% excluding political and LiveIntent), and guidance for full-year 2025 was raised by $11 million.
Profitability: Adjusted EBITDA rose 46% year-over-year to $78 million, and free cash flow grew 83% to $47 million, with a record 14% margin.
AI Leadership: The new Athena AI agent was launched, aiming to further drive platform adoption and ROI, with client beta by end of Q4 and full production by end of Q1 2026.
Marigold Acquisition: The Marigold enterprise software business acquisition is on track to close by year-end, with expectations of significant data and customer synergies.
2026 Guidance: Initial 2026 organic revenue outlook set at $1.54 billion (21% growth), with adjusted EBITDA of $354 million and $209 million in free cash flow.
Customer Momentum: Scaled customer count grew to 572 (up 20% YoY), and super-scaled customers rose 25% YoY, with strong expansion in key verticals like telecom.
Operating Leverage: Record free cash flow conversion and continued margin expansion demonstrate strong operating leverage and execution.