NYSE$ZETA

Zeta Global Holdings Corp · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Zeta Global reported Q3 2025 total revenues of $337.2M.

Total revenues were $337.2 million as the marketing technology platform grew data-cloud and omnichannel campaign revenue. Management discussed AI-driven audience intelligence and enterprise customer expansion.

  • Q3 total revenues $337.2M.
  • Data-cloud and omnichannel platform growth.
  • AI-powered marketing cloud investments.
  • Enterprise logo wins and retention trends.

Headline financials

Total Revenue

$337M

Previous: $268M+25.7%
EPS (adj)

$0.23

Previous: -$0.09+355.6%
Operating Cash Flow

$57.9M

Previous: $34.4M+68.4%
Free Cash Flow

$47.1M

Previous: $25.7M+83.1%
Adjusted EBITDA

$78.1M

Previous: $53.6M+45.6%
Adjusted EBITDA Margin

23.2%

Previous: 20.0%+16.0%
Capital Expenditures

-$10.6M

Previous: -$17.5M+39.5%
Net Income

-$3.63M

Previous: -$17.4M+79.1%
Operating Income

$8.75M

Previous: -$12.4M+170.7%

Revenue & EPS history

Zeta Global · Revenue · Quarterly

$337M

Q3 2025+25.7%vs Q3 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

The filing discusses Zeta Global's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • Zeta Global cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+2.3%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.2%

Avg return

30 days after

63%

15 / 24 earnings

Positive

+21.6%

Q2 2022

Best reaction

-20.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%-6.5%+24.4%
Q4 2025+5.1%+2.4%-14.3%
Q3 2025+19.4%+19.1%+14.1%
Q1 2025+1.3%-2.1%-2.6%
Q4 2024-13.7%-19.6%-33.2%
Q3 2024-20.7%-50.6%-39.5%
Q2 2024+14.3%+4.6%+25.9%
Q1 2024+20.0%+23.2%+29.0%
Q4 2023+2.6%+0.0%+5.8%
Q3 2023+3.8%+4.2%+8.2%
Q2 2023+6.1%-5.9%-14.9%
Q1 2023-9.6%-10.6%-2.9%
Q4 2022+16.3%+15.3%+11.4%
Q3 2022-3.4%-0.5%+5.3%
Q2 2022+21.6%+27.2%+16.0%
Q1 2021-9.7%-2.2%-21.5%
Q1 2022-0.7%+11.0%-7.6%
Q4 2019+8.9%-7.6%-8.6%
Q4 2021+5.7%+15.0%-3.4%
Q3 2020-0.2%-6.3%-14.6%
Q3 2021-3.5%-7.6%-17.5%
Q4 2020+1.0%-7.0%+17.5%
Q2 2020+1.0%-7.0%+17.5%
Q2 2021-10.5%-4.8%+11.0%
Q1 2020

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