Zeta Global (ZETA) 2025 Conference June 05, 2025 02:20 PM ET Speaker0 It's Koji Keta. I am the software analyst one of the software analysts here at Bank of America. I'm absolutely thrilled to be closing out our tech conference with Zeta Global. We have three here. We have Matt Pfau, VP of Investor Relations, Nizh Gore. What you are the chief data officer, and we have a special guest. Speaker1 Vasirag Bali, VP of Data Cloud. Speaker0 Yep. So thanks so much for being here, guys. I guess we should start it of ...

Zeta Global (ZETA) FY Conference June 03, 2025 01:40 PM ET Speaker0 All right. Perfect. We'll go ahead and get started. Thanks, for being here. My name is Arjun Bhatia, and I am the research analyst here at William Blair who covers Zeta Global. For a full list of disclosures, please go to williamblair.com. And it's a pleasure to have Nizh Gore from Zeta Global, who is the Chief Data Officer, and Chris Greiner, who's the CFO. Thank you both for being here. Appreciate it. Speaker1 Thank you, Art. Speaker0 So ...

Core Insights - ZetaDisplay experienced significant growth in Q1 2025, with adjusted net sales increasing by 26.8% to SEK 159.6 million, driven by strategic acquisitions and 7% organic growth from global accounts [3][8] - The company was recognized as "Outstanding Company of the Year" at the 2025 Digital Signage Awards, highlighting its commitment to innovation and customer engagement [4] - A successful bond refinancing was completed, reflecting strong confidence from financial partners, alongside a new five-year contract with Ruter to modernize digital signage across 370 transit locations [5][8] Financial Performance - Adjusted recurring revenue rose by 9.9% to SEK 65.4 million, accounting for 41.0% of net sales [3][8] - Adjusted EBITDA increased to SEK 22.0 million, showcasing efficient scaling and cost control [3][8] - Gross margin decreased to 56.4%, down from 59.9%, indicating potential cost pressures [8] Strategic Developments - The transformation of operations in Germany is progressing, with a focus on adopting ZetaDisplay's Full-Service-Provider business model [6][8] - A new Managing Director has been appointed in the UK to enhance the Engage Suite platform and attract new customers [6] - The integration of Beyond Digital Solutions in the UK is expected to enhance the company's capability to deliver comprehensive services [8] Market Outlook - The company is optimistic about growth in areas such as hardware, analytics, AI, and retail media, positioning itself well for organic growth [7][8] - The focus remains on driving long-term value through innovation and operational excellence while maintaining cost management [8]

There is unprecedented volatility in today’s stock market - but where many see macro risk, I see an opportunity to buy many great stocks at a discount. The truth is that while the major indices are hovering near all-time-highs, small-cap stocks have underperformed and beenWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industr ...

ZetaDisplay AB (publ) publishes bond prospectus and applies for listing of its bonds on Nasdaq Stockholm ZetaDisplay AB (publ) (the "Company") has issued a senior secured bond loan of SEK 500,000,000 on 4 April 2025, on the Swedish bond market. The bonds carry a floating interest rate of STIBOR 3m + 6.50 per cent. per annum and matures 4 April 2028. The Company has applied for listing of the bonds on the Corporate Bond list at Nasdaq Stockholm and the first day of trading will be today, 26 May 2025. In conn ...

Core Viewpoint - Zeta Global Holdings reported quarterly earnings of $0.07 per share, missing the consensus estimate of $0.12 per share, representing an earnings surprise of -41.67% [1]. Financial Performance - The company posted revenues of $264.42 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 4.31%, and showing a year-over-year increase from $194.95 million [2]. - Over the last four quarters, Zeta has surpassed consensus revenue estimates four times, but has only exceeded EPS estimates once [2]. Stock Performance - Zeta shares have declined approximately 27.4% since the beginning of the year, compared to a decline of -5.3% for the S&P 500 [3]. - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $291.87 million, and for the current fiscal year, it is $0.75 on revenues of $1.23 billion [7]. Industry Outlook - The Technology Services industry, to which Zeta belongs, is currently ranked in the top 27% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]. Future Expectations - The sustainability of Zeta's stock price movement will largely depend on management's commentary during the earnings call and the revisions of earnings estimates in the near future [3][4]. - The current status of estimate revisions is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market [6].

Zeta Global (ZETA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Matthew Pfau - SVP - Investor RelationsDavid Steinberg - Co-Founder, Chairman & Chief Executive OfficerChristopher Greiner - Chief Financial OfficerTerry Tillman - Managing DirectorArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsMatthew Swanson - Director - Equity ResearchJackson Ader - Managing DirectorKoji Ikeda - Director - Enterprise Software Equity Research Conference Call Participants Jason Kreyer - ...

Zeta Global (ZETA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Greetings, and welcome to the ZETA First Quarter twenty twenty five 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. It is now my pleasure to introduce your host, Matt Vaugh, Senior Vice President of Investor Relations. Thank you, sir. You may begin. Speaker1 Thank you, operator. Hello, everyone, and thank you for joining us fo ...

Supplemental 1Q'25 Earnings Presentation May 1, 2025 Forward-looking statements and non-GAAP measures This presentation, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking s ...

Exhibit 99.1 May 1, 2025 Zeta Global Reports 15 th Straight "Beat and Raise" Quarter NEW YORK – Zeta Global (NYSE: ZETA), the AI Marketing Cloud, today announced financial results for the first quarter ended March 31, 2025. "Our commitment to delivering predictable, profitable and measurable ROI is driving continued market share gains and has contributed to our 15 th consecutive "beat and raise" quarter," said David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta. "Our focus on AI innovation, highlighte ...