Q2 2025 Zeta Global Holdings Corp Earnings Call Transcript

Aug 5, 2025 / 08:30 PM GMT

Release Date Price: €13.8 (+1.85%)

Transcript 10-Q8-K

Key Points

Positve

Zeta Global Holdings Corp (ZETA) reported a 35% year-over-year increase in revenue, reaching $308 million, surpassing their guidance.
The company's adjusted EBITA grew by 52% to $59 million, indicating strong financial performance.
Zeta's AI-powered marketing platform continues to gain market share, with significant adoption by both large holding companies and independent agencies.
The launch of Zeta Answers, a prescriptive AI framework, has been well-received, driving higher engagement and ROI for clients.
Zeta's 'One Zeta' initiative is accelerating multi-use case adoption, leading to better ROI and customer retention.

Negative

Despite strong growth, Zeta Global Holdings Corp (ZETA) still faces competition in the AI and marketing technology space.
The company has a relatively low penetration rate within large agency holdcos, working with only 1-3% of their clients.
Zeta's public sector business is still in its early stages and not yet a significant contributor to revenue.
There is a need for continuous investment in sales headcount and AI innovation to maintain growth momentum.
The company's GAAP net loss for the second quarter was $12.8 million, although this was an improvement from the previous year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ZETA.N - Zeta Global Holdings Corp
Q2 2025 Zeta Global Holdings Corp Earnings Call
Aug 05, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Zeta 2nd quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. Should anyone require operator assistance during the conference, please press 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Matt Tha, senior Vice President of Investor relations.

Thank you. You may begin.

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Unidentified_2 [2]
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Thank you, operator. Hello

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