Zeta Global raises FY25 revenue view to $1.289B-$1.292B, consensus $1.27B

Zeta Global (ZETA) announced it has increased 2025 and 2026 guidance following the completion of its acquisition of Marigold’s enterprise software business, including Marigold Loyalty, Cheetah Digital, Selligent, Sailthru, Liveclicker, and Grow. The company is increasing revenue guidance to a range of $1.289B to $1.292B , which includes $15.8M from Marigold’s enterprise software business and $1,273 million to $1,276 million from Zeta. Revised guidance represents a year-over-year growth rate of 28%, and 26% when excluding political candidate, LiveIntent, and Marigold revenue. The company is also increasing adjusted EBITDA to a range of $274.2M to $275.1M, up $1 million at the midpoint from the prior guidance of $273.7 million. Revised guidance represents a year-over-year growth rate of 42% to 43% and an adjusted EBITDA margin of 21.2% to 21.3%.