Brief: Zeta Global Q2 Revenue USD 308 Million Vs. IBES Estimate USD 296.7 Million

Zeta Global Holdings

05/08/2025 21:05

Overview

Zeta Global Q2 revenue rises 35% yr/yr, beating analyst expectations

Free cash flow for Q2 grows 69% yr/yr to $34 mln

Co announces new $200 mln stock repurchase program, supplementing existing program

Outlook

Zeta Global raises Q3 revenue guidance to $327 mln-$329 mln

Company increases FY25 revenue guidance to $1,258 mln-$1,268 mln

Zeta Global boosts FY25 adjusted EBITDA guidance to $263.6 mln-$265.6 mln

Company ups FY25 free cash flow guidance to $140 mln-$144 mln

Result Drivers

AI PLATFORM DEMAND - Growth driven by demand for AI-powered marketing platform, per CEO David A. Steinberg

NEW DEPLOYMENTS - New Zeta Marketing Platform deployments and agency expansions contributed to growth

ONEZETA WINS - Success with OneZeta initiative bolstered market share capture

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$308 mln
$296.70 mln (13 Analysts)
Q2 Free Cash Flow
$34 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Zeta Global Holdings Corp is $25.00, about 36.8% above its August 4 closing price of $15.80

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw9fDCsTa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)