Zeta Global Holdings Corp. (ZETA)
Zeta Global Holdings Corp. (ZETA) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
Zeta Global Holdings Corp. (NYSE:ZETA ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 1:10 PM EDT Company Participants David Steinberg - Co-Founder, Chairman of the Board & CEO Christopher Greiner - Chief Financial Officer Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Carolyn Valenti - Goldman Sachs Group, Inc., Research Division Presentation Unknown Analyst I think we are ready to kick off. Thanks so much for joining us, Day 3 Goldman Sachs Communacopia and Technology Conference.
Zeta: Undervalued In A Crowded Market
I see the business generating around $150 million in free cash flow next year, with a good shot at hitting $180 million in 2026. At roughly 26x forward free cash flow, I think the stock is reasonably priced given the growth runway and operating leverage. I like that ZETA is sitting on about $170 million in net cash, which gives me comfort that the balance sheet is solid.
Zeta's Silent AI Surge Continues
Zeta's Q2 revenue grew 35% YoY to $308 million, beating guidance by $11 million and showing strong top-line momentum. Adjusted EBITDA rose 52% to $59 million, with margin expansion to 19.1%, while free cash flow increased 69% to $33.6 million. Direct platform revenue reached 75%, up from 67% last year, driven by agency flywheel and multi-channel adoption across scaled clients.
Zeta Global Holdings Corp. (ZETA) Q2 2025 Earnings Call Transcript
Zeta Global Holdings Corp. (NYSE:ZETA ) Q2 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Christopher E. Greiner - Chief Financial Officer David A.
Zeta Global Holdings (ZETA) Matches Q2 Earnings Estimates
Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.14 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.13 per share a year ago.
ZETA Stock Before Q2 Earnings Release: To Buy or Not to Buy?
Zeta Global ZETA will report second-quarter 2025 results on Aug. 5, after market close.
Zeta Global Holdings (ZETA) Earnings Expected to Grow: Should You Buy?
Zeta (ZETA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Zeta (ZETA) Moves 6.2% Higher: Will This Strength Last?
Zeta (ZETA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Zeta's Secret Data Moat Rising
Zeta's proprietary identity graph reaches 245 million U.S. consumers and processes over 1 trillion monthly signals, 75% first-party sourced. Super Scaled customer ARPU increased 23% year-over-year to $1.4 million, proving brands spend more as cohorts mature. Free cash flow conversion improved to 60% last quarter, up from 50% YoY, showing agentic AI workflows drive real operating leverage.
Zeta: Everything You Need To Know About Why Its A Buy
Zeta Global is a high-growth AI-driven MarTech company, consistently beating revenue and margin targets with strong growth in customer LTV and accelerating performance. The company operates in a rapidly expanding market, supported by secular tailwinds and rising enterprise adoption, positioning Zeta for sustained long-term growth. Despite recent volatility and a short report controversy, Zeta trades at a 50% discount to fair value, offering significant upside potential for investors.
Zeta (ZETA) Surges 12.6%: Is This an Indication of Further Gains?
Zeta (ZETA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Zeta: The Stock Is Too Cheap Amid M&A Interest
I rate Zeta Global Holdings a 'Strong Buy' due to its rare combination of rapid growth, improving margins, and attractive valuation. ZETA's 36% YoY revenue growth, strong gross margins, and recurring revenue model set it apart from peers, with significant upside potential in both buyout and standalone scenarios. Compared to industry peers, the Company trades at a much lower multiple despite faster growth, offering 50–100% upside over the next 24 months based on my estimates.
