Zeta Global (NYSE:ZETA) 2025 Earnings Call Presentation

Financial Performance & Growth - Zeta's annual revenue has increased at a 28% CAGR since going public in 2021[259], with revenue reaching $1263 million in 2025E[260] - Scaled brand growth is over 45% since Investor Day 2023, reaching over 850 brands[269], while scaled customer growth is 33%, reaching 567[269] - Multi-channel adoption drives ARPU growth, with 4+ channel customers accounting for over half of revenue[278] - Multi-use case customers are spending more than single-use case customers[289] - The company is targeting 30%+ Adjusted EBITDA Margins and 70%+ Free Cash Flow Conversion by 2030[332] AI & Technology - Enterprises are using only 33% of MarTech tools, indicating overbuilt stacks[38] - Apple's ATT pushed 3rd party IDs to 14% opt-in[46] - Zeta's network represents 90%+ of US adults, with 245M+ individuals seen monthly and 11T+ signals[141] Customer & Market Dynamics - Q2 RFP volume is up 70% YoY[38] - Insurgents are growing at 3x the rate of incumbents[38] - Fewer than 1 in 3 marketers deliver individualized experiences at scale[49]