Zeta Global Holdings Corp. (8EO)
XBER 
Summary
Zeta: Waiting For The ARPU Growth Reaccelerating
ZETA's Q3 revenue grew 26% year-over-year, beating consensus, while adjusted EBITDA surged 51%, though ARPU growth slowed significantly. Despite ARPU headwinds, ZETA's sustained guidance increases, operational leverage, and expanding customer base support a bullish long-term investment thesis. Management raised 2025 guidance and introduced an initial 2026 outlook, citing product innovation (Athena AI) and the Marigold acquisition as growth drivers.
The Hidden Engine Behind Zeta's Surge
Athena boosted operational leverage, driving Q3 2025 EBITDA margins to 23.2% and extending Zeta's 19-quarter margin streak. Revenue outlook targets $1.54B in 2026 and over $2.1B in 2028, supporting a 20% CAGR. Shares trade at ~3.2x 2026 P/S and ~2x 2028 P/S, far below comparable high-growth SaaS peers.
Zeta Global Holdings Corp. (ZETA) Analyst/Investor Day Transcript
Zeta Global Holdings Corp. (NYSE:ZETA ) Analyst/Investor Day October 8, 2025 8:30 AM EDT Company Participants Christopher Greiner - Chief Financial Officer Steven Gerber - President Matthew Mobley - Chief Operating Officer Neej Gore - Chief Data Officer Christian Monberg - CTO & Head of Product Ed See - Chief Growth Officer Jed Hartman - President of Activation Partnerships David Steinberg - Co-Founder, Chairman of the Board & CEO Pamela Lord - President of Customer Relationship Management Conference Call Participants Marc Brodherson Courtney Trudeau Sudarshan Mandayam Adam Potashnick Scott Berg - Needham & Company, LLC, Research Division Arjun Bhatia - William Blair & Company L.L.C., Research Division Elizabeth Elliott - Morgan Stanley, Research Division David Hynes - Canaccord Genuity Corp., Research Division Terrell Tillman - Truist Securities, Inc., Research Division Jackson Ader - KeyBanc Capital Markets Inc., Research Division Madeline Brooks - BofA Securities, Research Division Matthew Swanson - RBC Capital Markets, Research Division Jason Kreyer - Craig-Hallum Capital Group LLC, Research Division Conversation Christopher Greiner Chief Financial Officer Good morning, and thank you for joining us today, obviously, in person as well as those virtually.
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Zeta Global Holdings Corp. Profile
| Software Industry | Information Technology Sector | David A. Steinberg CEO | XBER Exchange | US98956A1051 ISIN |
| US Country | 2,191 Employees | - Last Dividend | - Last Split | 10 Jun 2021 IPO Date |
Overview
Zeta Global Holdings Corp. is at the forefront of leveraging cloud technology and data analytics to offer groundbreaking marketing automation and consumer intelligence solutions. Founded in 2007 and operating globally with its headquarters in New York, New York, the company stands out for its omnichannel data-driven cloud platform. This platform excels in providing enterprises with an unmatched depth of consumer insights, thanks to its capability to process billions of both structured and unstructured data points. Using sophisticated machine learning algorithms and a rich industry-specific opted-in data set, Zeta Global aims to unlock the potential of omnichannel marketing by predicting consumer intent with remarkable precision.
Products and Services
- Zeta Marketing Platform:
This platform represents the heart of Zeta Global's offerings, integrating advanced analytics to forecast consumer behaviors and preferences. It stands out by analyzing an extensive array of data points, from structured to unstructured, helping businesses to anticipate consumer intent with high accuracy. The utilization of machine learning and access to substantial opted-in data sets positions this platform as a powerful tool for omnichannel marketing strategies.
- Consumer Data Platform (CDP):
Zeta's Consumer Data Platform takes data management to the next level by effectively ingesting, analyzing, and synthesizing disparate data sources into a cohesive single view of a consumer. This comprehensive perspective includes the individual’s identity, profile attributes, behavior patterns, and purchasing intentions. It's particularly valuable for companies aiming to understand and predict their customers' next moves with greater precision.
- Opportunity Explorer:
This innovative product suite helps businesses to delve deeper into their market and consumer data, unlocking new opportunities through insights-driven exploration. Opportunity Explorer is geared towards identifying potential areas for growth and engagement by leveraging the vast amounts of data processed through Zeta's platforms.
- CDP+:
As an enhanced version of the basic Consumer Data Platform, CDP+ takes data integration a step further. It enables the consolidation of multiple databases and both internal and external data feeds into a unified system. This advanced organization and sorting of data are based on specific needs and performance metrics, empowering businesses to streamline their operations and target their marketing efforts more effectively.
Contact Information
