Q4 2025 Zeta Global Holdings Corp Earnings Call Transcript
Key Points
- Zeta Global Holdings Corp (ZETA) delivered its 18th consecutive beat and raise quarter, showcasing consistent performance.
- Fourth quarter revenue reached $395 million, marking a 28% year-over-year increase, excluding acquisitions and political candidate revenue.
- Adjusted EBITDA grew by 35% year-over-year to $95.1 million, with positive GAAP earnings reported.
- The company raised its 2026 revenue guidance midpoint by $25 million to $1.755 billion, reflecting a 35% year-over-year growth.
- Zeta's AI-driven marketing platform, Athena, is receiving positive feedback for enhancing workflow efficiency and ROI, with plans for general availability by the end of Q1 2026.
- The increase in cost of revenue was driven by growth in social and connected TV, impacting gross margins.
- Despite strong performance, the company maintains a conservative view on Political Candidate revenue, which could limit upside potential.
- The integration of Marigold, while progressing well, requires careful management to ensure it remains accretive to free cash flow and adjusted EBITDA.
- Zeta's international revenue remains a smaller component of the business, with most growth concentrated in the U.S. market.
- The company faces competition from established players like Salesforce, Adobe, and Oracle in CRM RFPs, and from The Trade Desk in acquisition efforts.
Greetings, and welcome to the Zeta Q4 2025 earnings conference call. (Operator Instructions) Please note this conference is being recorded.
I will now turn the conference over to your host, Matt Pfau. Thank you. You may begin.
Thank you, operator. Hello, everyone, and thank you for joining us for Zeta's fourth quarter 2025 conference call. Today's presentation and earnings release are available on Zeta's Investor Relations website at investors.zetaglobal.com, where you will also find links to our SEC filings, along with other information about Zeta.
Joining me on the call today are David Steinberg, Zeta's Co-Founder, Chairman and Chief Executive Officer; and Chris Greiner, Zeta's Chief Financial Officer.
Before we begin, I'd like to remind everyone that statements made on this call as well as in the presentation and earnings release contain forward-looking statements regarding our financial outlook, business plans and objectives and other future
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