Zeta Global Holdings Corp.

investors.zetaglobal.com

What Do They Do?

Provides enterprises with artificial-intelligence software for consumer insights and personalized marketing across email, social media, web, and connected TV.

How Do They Make Money?

Enterprises pay subscription fees for platform access over the agreement term, fees tied to platform use, and fees for professional services. Service work is billed as it is provided; payment is typically due within 30 to 90 days.

FY2025 revenue

Who Are Their Customers?

Enterprises in consumer and retail, travel and hospitality, and financial, insurance, and telecommunications industries use Zeta's marketing tools; they can select individual products or combine them.

Do Revenues Turn Into Profits?

Not on paper. It lost $31.5M in FY2025, but brought in more cash than it spent: $185.1M of free cash flow.

Operating income, FY2025

0% of revenue

▲ Now profitable vs FY2024 (−$67.9M, −7%)

Net income, FY2025

−2% of revenue

▼ −55% (Loss) vs FY2024 (−$69.8M, −7%)

Free cash flow, FY2025

14% of revenue

▲ +71% vs FY2024 ($108.1M, 11%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 30, 2026

Revenue: ▲ +44%; vs $308.4M in Q2 FY2025
Net income: ▲ Now profitable; vs −$12.8M in Q2 FY2025

Aug 4, 2026 Raises full-year 2026 revenue, cash flow, and earnings guidance Raised full-year revenue guidance by $33 million at the midpoint and lifted adjusted EBITDA, free cash flow, and per-share earnings guidance.

Growing. Revenue grew 2.8x in 4 years, from $458.3M in FY2021 to $1.3B in FY2025, about 30% a year.

Intelligence products The older report centers its insight product on Opportunity Explorer; the latest describes Zeta Answers as an intelligence suite and Athena as an orchestration layer connecting data, analytics, and activation.

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