Zeta's earnings call reflected a strong performance with record revenue and profitability metrics, driven by successful product launches and customer acquisition strategies. However, the company adopted a conservative outlook for the second half of 2025 due to macroeconomic uncertainties, despite not seeing immediate impacts on their business. The sentiment is largely positive, buoyed by solid financial results and strategic advancements, but tempered by cautious future guidance.

Company Guidance -

Q3 2025

During Zeta's first quarter 2025 earnings call, the company reported strong financial performance, with revenue reaching $264 million, a 36% increase year-over-year, and adjusted EBITDA of $47 million, a 53% increase from the previous year. Zeta's focus on delivering measurable ROI and performance-based outcomes was highlighted as a key driver of its success, as evidenced by its ability to consistently surpass guidance for 15 consecutive quarters. The company announced an increase in its second quarter and full-year 2025 guidance, despite adopting a conservative approach due to ongoing macroeconomic uncertainties. Zeta's innovation in artificial intelligence, including the launch of its AI Agent Studio, and its strategic focus on expanding partnerships with independent agencies were also emphasized as significant growth contributors. The company's strong cash flow generation, with free cash flow of $28.2 million, up 87% year-over-year, was noted, along with plans to reduce stock-based compensation and dilution.

Record-Breaking Revenue Growth

Zeta reported revenue of $264 million for Q1 2025, reflecting a 36% year-over-year increase, which exceeded guidance.

Strong Adjusted EBITDA Growth

Adjusted EBITDA for Q1 2025 was $47 million, up 53% year-over-year, surpassing expectations and showcasing operational efficiency.

Successful AI Product Launch

The launch of AI Agent Studio, a suite of generative AI tools, has led to significant customer adoption and revenue growth from users adopting these tools.

Customer Acquisition Cost Improvements

Zeta achieved lower customer acquisition costs for major clients, including a 53% improvement for a telecommunications customer and a 37% improvement for an insurance provider.

Robust Sales Pipeline and Customer Retention

The company reported strong sales pipeline growth, a 111% or higher net revenue retention rate since its IPO, and added 21 scaled customers sequentially.

Strong Free Cash Flow Growth

Q1 2025 saw free cash flow of $28.2 million, up 87% year-over-year, with a free cash flow conversion of 60%.

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	―	―
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. Class A (ZETA) report earnings?

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

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

Zeta Global Holdings Corp. Class A (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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