NYSE$ZETA
Zeta Global Holdings Corp · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Zeta reported record revenue and profit growth, driven by an increase in customer count and ARPU.
Zeta Global reported total revenue of $315 million for Q4 2024, a 50% increase year-over-year. The company achieved a GAAP net income of $15 million and an adjusted EBITDA of $70.4 million, representing a 57% increase year-over-year. Zeta continues to see growth in its scaled and super-scaled customer counts and strong performance in its direct platform revenue.
- Revenue increased 50% year-over-year to $315 million.
- GAAP net income reached $15 million, reversing a loss from Q4 2023.
- Adjusted EBITDA increased 57% year-over-year to $70.4 million.
- Free cash flow grew to $32 million, up from $18 million in Q4 2023.
Headline financials
Revenue & EPS history
Zeta Global · Revenue · Quarterly
$315M
Forward guidance
Zeta expects revenue growth of 23%-24% in FY 2025 with strong expansion in adjusted EBITDA and free cash flow.
Tailwinds
- Anticipating revenue growth of 23%-24% for FY 2025.
- Projected adjusted EBITDA growth of 32%-33%.
- Strong focus on expanding direct platform revenue.
- Improved free cash flow expectations of $127.5M-$131.5M.
- Continued focus on AI-driven marketing solutions.
Headwinds
- Potential impact from macroeconomic conditions.
- Higher operating expenses driven by expansion plans.
- Increased competition in the marketing technology space.
- Ongoing reliance on stock-based compensation.
- Dependence on large-scale customer acquisitions.
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 Q4 2024
+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
| Quarter | Report date | Reaction (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 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro