The earnings call highlighted strong revenue and EBITDA growth, increased customer adoption, and successful AI initiatives. Despite a GAAP net loss, the company improved its financial guidance and demonstrated significant momentum in its agency business and AI product offerings.

Company Guidance -

Q3 2025

During Zeta's Second Quarter 2025 Earnings Call, the company reported strong financial results, with revenue reaching $308 million, marking a 35% year-over-year increase, and adjusted EBITDA growing by 52% to $59 million, both surpassing guidance. Zeta raised its full-year revenue guidance by $21 million, reflecting confidence in sustained growth driven by its AI-powered marketing platform. The company highlighted the launch of "Zeta Answers," an AI framework delivering real-time, outcome-driven actions, which has shown substantial ROI improvements for clients. Zeta's agency business exhibited robust momentum, contributing to a 40% year-over-year increase in the number of scaled brands per large agency holding company. The "OneZeta" initiative, focusing on multiuse case adoption across acquisition, growth, and retention, has led to significant client wins and improved customer metrics, such as Net Promoter Score. Additionally, Zeta increased its full-year adjusted EBITDA guidance to $264.6 million and free cash flow expectations to $142 million, underlining its commitment to long-term growth targets, including surpassing $2.1 billion in revenue by 2028.

Strong Revenue Growth

Revenue for the second quarter was $308 million, up 35% year-over-year, exceeding guidance.

Adjusted EBITDA Growth

Adjusted EBITDA grew by 52% to $59 million, also above guidance.

Increased Full Year Revenue Guidance

Based on strong performance, full year revenue guidance was increased by $21 million.

Launch of Zeta Answers

Introduced a new AI framework, Zeta Answers, which automates outcome-driven actions in real-time.

Growth in Scaled Customers

Scaled customer count grew to 567, up 21% year-over-year, with super-scaled customers growing by 17%.

Success in Agency Business

Significant growth in agency business, with a 40% increase in scaled brands per large agency holding company.

Improved Free Cash Flow

Free cash flow was $33.6 million, representing a 69% increase year-over-year.

New Leadership in AI Lab

Nate Yohannes appointed as President of the Zeta Data & AI Lab, enhancing AI innovation.

Zeta Global Holdings Corp (ZETA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ZETA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.18 / -	0.176	―	―	―
Aug 05, 2025	2025 (Q2)	0.12 / 0.14	-0.16	187.50% (+0.30)
May 01, 2025	2025 (Q1)	0.11 / 0.10	-0.23	142.61% (+0.33)
Feb 25, 2025	2024 (Q4)	0.22 / 0.24	-0.22	208.18% (+0.46)
Nov 11, 2024	2024 (Q3)	-0.06 / 0.18	-0.27	165.19% (+0.45)
Jul 31, 2024	2024 (Q2)	-0.16 / -0.16	-0.34	52.94% (+0.18)
May 06, 2024	2024 (Q1)	-0.25 / -0.23	-0.38	39.47% (+0.15)
Feb 27, 2024	2023 (Q4)	-0.18 / -0.22	-0.36	38.89% (+0.14)
Nov 01, 2023	2023 (Q3)	-0.28 / -0.27	-0.49	44.90% (+0.22)
Aug 02, 2023	2023 (Q2)	-0.28 / -0.34	0.018	-1988.89% (-0.36)

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

ZETA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$15.87	$20.23	+27.47%
May 01, 2025	$13.49	$13.68	+1.41%
Feb 25, 2025	$20.60	$17.77	-13.74%
Nov 11, 2024	$36.74	$28.22	-23.19%

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.

FAQ

When does Zeta Global Holdings Corp (ZETA) report earnings?

Zeta Global Holdings Corp (ZETA) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Zeta Global Holdings Corp (ZETA) earnings time?

Zeta Global Holdings Corp (ZETA) earnings time is at Oct 29, 2025, After Close (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 (Q3) is 0.18.

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