Financial Data and Key Metrics Changes - In Q1 2025, Zeta Global generated revenue of $264 million, representing a 36% year-over-year increase, and adjusted EBITDA of $47 million, up 53% year-over-year, both exceeding guidance [6][17][19] - The GAAP net loss for Q1 2025 was $22 million, an improvement from $40 million in Q1 2024 [19] - Free cash flow for Q1 2025 was $28.2 million, up 87% year-over-year, with a free cash flow conversion of 60% [20][27] Business Line Data and Key Metrics Changes - Total scaled customer count grew to 548, up 19% year-over-year, with 159 superscaled customers, an increase of 10% year-over-year [17][18] - Scaled customer quarterly ARPU was $467,000, a 12% increase year-over-year, while superscaled customer quarterly ARPU was $1.4 million, up 23% year-over-year [18] Market Data and Key Metrics Changes - Six of the top ten verticals grew faster than 20% year-over-year on a trailing twelve-month basis [18] - The direct revenue mix was 73%, up from 67% a year ago, resulting in direct revenue growth of 48% year-over-year [18] Company Strategy and Development Direction - Zeta's strategy focuses on performance-based outcomes and lower funnel marketing, which has contributed to market share gains [6][7] - The company launched AI Agent Studio, a suite of generative AI tools aimed at enhancing marketing efficiency and effectiveness [10][11] - Zeta is actively expanding its agency business, having onboarded two new independent agencies in Q1 and finalizing agreements with two more [12][13] Management's Comments on Operating Environment and Future Outlook - Management noted macroeconomic uncertainty but emphasized the company's resilience and strong performance, raising guidance for Q2 and full year 2025 [5][26] - The company maintains a conservative approach to guidance, reflecting ongoing macro uncertainties while still expecting growth [24][26] - Management expressed confidence in the company's ability to deliver measurable ROI, which has helped maintain a net revenue retention rate of 111% or higher since the IPO [21][22] Other Important Information - Zeta plans to reduce stock-based compensation expense to $190 million for 2025, down from $195 million in 2024, and expects dilution to be 4% to 6% [28][29] - The company reaffirmed its long-term targets, projecting over $2 billion in annual revenue by 2028 with at least a 25% adjusted EBITDA margin [29] Q&A Session Summary Question: Progress on OneZeta and cross-sell opportunities - Management indicated that the OneZeta strategy is ahead of schedule, with significant growth in customer spending and use case expansion [36][37] Question: Insights on macro uncertainty and customer behavior - Management reported no client pauses or exits, with strong performance continuing into Q2 [43][44] Question: Independent agency opportunities and market approach - Management noted that independent agencies provide long-term contracts and visibility, with a focus on platforming the entire agency at once [46][47] Question: Vertical market performance and growth outlook - Management highlighted that automotive and retail sectors are performing well, with no disruptions noted [55][58] Question: Generative AI adoption trends - Management observed increased adoption of AI tools, with no signs of pausing initiatives, indicating a positive trend in revenue from AI adoption [84][85] Question: Future M&A considerations - Management remains open to M&A opportunities but is currently focused on executing the business and share buybacks [94][95]

Q1 2025 Results and Key Themes - Zeta's Q1 2025 revenue reached $264 million, representing a 36% year-over-year growth[8] - Adjusted EBITDA for Q1 2025 was $47 million, a 53% increase year-over-year, with a margin of 177%, a 200 bps improvement[8] - The company repurchased 16 million shares, equivalent to $25 million, in Q1, and an additional 18 million shares, or $21 million, between April 1st and April 25th[7] Customer Growth and ARPU - Total scaled customers increased to 548, a 19% year-over-year increase[10] - Super-scaled customers reached 159, a 10% year-over-year increase[10] - Scaled customer ARPU was $467K, while super-scaled customer ARPU was $14 million[10] Guidance and Targets - The company is thoughtfully conservative, increasing Q2 revenue guidance by $2 million to $297 million, up 30% Y/Y, and FY revenue guidance by $2 million to $1242 million, up 23% Y/Y[7] - Q2 Adjusted EBITDA guidance increased by $05 million to $549 million, up 42% Y/Y, and FY Adjusted EBITDA guidance increased by $2 million to $2585 million, up 34% Y/Y[7] - The company is guiding for stock-based compensation expense to be $190 million in 2025, an improvement from $195 million in 2024[7] Zeta 2028 Targets - Zeta is tracking towards its 2028 revenue target of $21 billion+ with an implied 20% CAGR[33] - The 2028 Adjusted EBITDA target is $525 million+ with an implied 25% margin[33] - The 2028 Free Cash Flow target is $340 million+ with an implied 65% conversion FCF Margin[33]

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 ...

Core Insights - The stock market is currently experiencing elevated volatility, with heightened emotions and tensions as the critical Q1 earnings season approaches [1] - So far, companies that have reported earnings have managed to navigate the situation relatively unscathed, but investor caution remains [1] Industry Analysis - Gary Alexander, with extensive experience in covering technology companies and advising startups, provides insights into the themes shaping the industry today [1] - His contributions to Seeking Alpha since 2017 and presence in popular trading apps like Robinhood highlight the relevance of his analysis in the current market context [1]

Core Insights - Edge Total Intelligence Inc. has appointed Eric Slater to its Board of Directors effective April 23, 2025, following the resignation of Brett Paulson, who will continue in an advisory role [2][6][7] Company Overview - EdgeTI is focused on enhancing situational awareness and accelerating action through its real-time digital operations software, edgeCore™, which integrates multiple software applications and data sources [8][9] - The company aims to improve profitability and agility for global enterprises, service providers, and governments by transforming siloed systems and data [9] Eric Slater's Background - Eric Slater is a seasoned technology executive with a strong background in artificial intelligence and asset management, having held senior roles at Bridgewater Associates, Citadel, and Instinet [3][4][6] - He currently serves as Senior Vice President of Zeta Labs, leading the development of advanced AI capabilities for Zeta Global's marketing cloud platform [4][6] - Slater co-founded UrgentIQ, an electronic medical records platform, successfully raising $4.5 million and achieving a strategic exit [5] Strategic Fit - The CEO of EdgeTI, Jim Barrett, emphasized that Slater's technical depth and strategic insight align well with the company's target market, which seeks to leverage emerging technologies for sustainable growth [7]

Core Viewpoint - ZetaDisplay AB has successfully issued new senior secured bonds amounting to SEK 500 million, with strong demand from institutional investors, and plans to redeem existing bonds while applying for a listing on Nasdaq Stockholm [1][2][8]. Group 1: Bond Issue Details - The bond issue amounts to SEK 500 million with a tenor of three years, carrying a floating interest rate of 3m STIBOR plus a margin of 6.50%, and was placed at par [1]. - Settlement of the bond issue is expected around April 4, 2025, and the company intends to list the bonds on Nasdaq Stockholm [2]. Group 2: Tender Offer for Existing Bonds - The company conducted a tender offer for its existing senior secured bonds (ISIN SE0018742488), offering to purchase them at 102.325% plus accrued interest [3]. - The tender offer expired with valid tenders amounting to SEK 166.25 million, and all valid tenders were accepted [4]. Group 3: Redemption of Existing Bonds - The company intends to exercise its right for early redemption of existing bonds, with a redemption date set for April 17, 2025, at a price of 102.325% of the nominal amount plus accrued interest [5][6]. - The redemption is conditional upon the successful issuance of the new bonds and satisfaction of conditions for disbursement of net proceeds [7]. Group 4: Additional Information - The existing bonds will be de-listed from Nasdaq Stockholm in connection with the redemption date [8]. - Pareto Securities and Nordea Bank acted as bookrunners for the bond issue [8].

Core Points - ZetaDisplay AB announced a tender offer for holders of its existing senior secured bonds, offering to purchase them for cash at a price of 102.325% plus accrued but unpaid interest [1][2] - The tender offer will expire on 21 March 2025, coinciding with the close of the book building process for the new SEK denominated senior secured bonds [2] - Settlement of the tender offer is expected to occur on 4 April 2025, contingent upon the successful issuance of the new bonds [2] Company Information - The tender offer is part of the company's strategy to issue new senior secured bonds [1] - The company has provided contact information for its Dealer Managers and key executives for further inquiries [3]

Core Viewpoint - ZetaDisplay AB is planning to issue new senior secured floating rate bonds amounting to SEK 500,000,000 to refinance existing debt, fund potential acquisitions, and finance general corporate purposes [1][2]. Group 1: Bond Issuance - The company has mandated Pareto Securities and Nordea to arrange investor meetings starting March 17, 2025, to explore the issuance of new bonds [1]. - The new bonds will have a tenor of 3 years and are subject to market conditions [1]. Group 2: Tender Offer - ZetaDisplay is offering holders of its existing bonds to tender their bonds for purchase at a price of 102.325% plus accrued and unpaid interest [3]. - The tender offer will expire upon the close of the book building process for the new bonds unless extended or terminated by the company [3][4]. Group 3: Settlement and Redemption - Settlement of the tender offer is expected to occur approximately ten business days after the expiration date, potentially on the same day as the settlement of the new bonds [4]. - The company will issue a notice of voluntary early redemption for any existing bonds not repurchased in the tender offer at the prevailing call price of 102.325% plus accrued and unpaid interest [4].

Core Insights - ZetaDisplay AB reported a strong performance in Q4 2024, with net sales increasing to SEK 172.8 million, a rise from SEK 150.0 million in the previous year, reflecting a growth of 15.2% [2][3] - Recurring revenue also saw significant growth, rising by 16.8% to SEK 65.8 million, which constitutes 38.1% of net sales [2][3] - The adjusted EBITDA for the quarter increased to SEK 26.9 million, showcasing effective scaling and cost control [2][3] Financial Performance - Adjusted recurring revenue increased by 16.8% to SEK 65.8 million from SEK 56.3 million [3] - Recurring revenue rose by 9.7% to SEK 65.8 million compared to SEK 60.0 million [3] - Adjusted net sales increased by 15.2% to SEK 172.8 million from SEK 150.0 million [3] - Gross margin improved to 53.4%, up from 50.8% in the previous year [3] - Adjusted gross margin increased to 55.4%, compared to 43.5% [3] - Adjusted EBITDA rose to SEK 26.9 million from SEK 15.0 million [3] Strategic Developments - In early 2025, ZetaDisplay signed an exclusive framework agreement with Ruter for a digital signage upgrade across Oslo's transit network [5] - A multi-year global framework agreement was renewed with a key retail customer, reinforcing long-term client trust [5] - A new framework agreement was established with Hyundai in Germany, expanding ZetaDisplay's presence in the DACH automotive sector [5] - The integration of Beyond Digital Solutions Ltd in the UK is progressing, with a focus on replacing third-party software with proprietary solutions [5][6] Market Position and Outlook - The company is focusing on high-quality recurring revenue and operational efficiencies to drive profitable growth [3][8] - The Liveqube audio solutions service has gained traction, achieving a record number of new licenses in December [6] - ZetaDisplay's proprietary software, The Engage suite, continues to receive investment, enhancing its competitive edge [7] - The company aims to streamline operations under a unified structure to support sustainable scaling and customer engagement [8]

Financial Data and Key Metrics Changes - In Q4 2024, the company achieved record revenue of $315 million, representing a 50% year-over-year increase, and record adjusted EBITDA of $70 million, up 57% year-over-year, both exceeding guidance [10][30] - For the full year 2024, revenue surpassed $1 billion, up 38% year-over-year, and adjusted EBITDA was $193 million, reflecting a 49% increase year-over-year [38][30] - The company reported a GAAP net income of $15.2 million in Q4, marking its first positive net income as a public company [38] Business Line Data and Key Metrics Changes - The scaled customer count grew to 527, a 17% increase year-over-year, with a quarterly ARPU of $577,000, up 27% year-over-year [31][33] - Super-scaled customers increased to 148, up 13% year-over-year, with the number of brands spending at least $1 million increasing by 28% year-over-year [32][33] - The direct revenue mix in Q4 rose to 74%, up from 70% in Q3, indicating a shift towards more direct sales [34] Market Data and Key Metrics Changes - Seven of the top ten industries served by the company grew faster than 20% year-over-year, with automotive, consumer and retail, insurance, political and advocacy, and technology and media leading the growth [34] - The dollar value of RFPs reached a record high, up nearly 40% year-over-year, with total pipeline growth of almost 60% [12] Company Strategy and Development Direction - The company aims to achieve over $2 billion in annual revenue by 2028, targeting a 20% organic revenue CAGR from 2024 to 2028 [10][41] - The Zeta 2028 plan includes adjusted EBITDA margin improvement of 580 basis points to at least 25% and free cash flow margin expansion of 700 basis points to at least 16% [11][51] - The company is focusing on an all-in-one marketing platform with AI and data at its core, enhancing customer experiences and driving efficiency [12][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's resilience against macroeconomic challenges, noting no significant client issues [63] - The company anticipates continued strong growth in 2025, guided by a robust pipeline and the successful integration of LiveIntent [54][64] - Management highlighted the foundational role of AI in their platform, with significant adoption and revenue growth driven by AI products [21][19] Other Important Information - The company completed the integration of LiveIntent ahead of schedule, launching the Zeta Direct product, which combines LiveIntent's network with Zeta's Data Cloud [24] - The company has been proactive in addressing allegations from a short seller report, with independent reviews confirming the integrity of its accounting practices [37][38] Q&A Session Summary Question: Can you discuss the macro environment and demand-centric spending for Q1 and 2025? - Management indicated good visibility into Q1 and noted that they have incorporated conservatism into their guidance to account for macroeconomic factors [61][62] Question: What are the initial use cases and adoption feedback for LiveIntent? - Management reported positive initial feedback and highlighted the potential for ARPU growth through new product offerings [66][67] Question: Can you elaborate on the agency business and its growth potential? - Management noted that agencies are increasingly moving brands to Zeta due to profitability and competitive pricing, providing confidence in future growth [72][74] Question: How does Zeta plan to increase wallet share among existing customers? - Management emphasized the importance of the One Zeta initiative and the goal to capture a larger share of customer marketing spend over time [80][81] Question: What is the competitive landscape like, especially with larger players like Meta? - Management stated that they have not seen significant competition from larger players and continue to grow their partnership with Meta [96][100] Question: How is the agency business expected to evolve in the 2028 model? - Management anticipates that the agency business will become a larger part of revenue as they continue to grow their brand strategies [115]