ZETA(US:ZETA)2025-11-04 21:30Q3 2025 Financial Performance - Revenue reached $337 million, a 26% year-over-year increase[7] - Adjusted EBITDA grew by 46% year-over-year to $78 million, with a margin of 232%, a 320 bps improvement[7] - Cash from Operations increased by 68% year-over-year to $58 million[7] - Free cash flow grew by 83%[8] Customer Growth and ARPU - Total scaled customers increased by 20% year-over-year to 572, while super-scaled customers grew by 25% to 180[10] - Scaled customer ARPU increased to $579,000, a 4% year-over-year growth[10] - Super-scaled customer ARPU remained at $16 million[10] Guidance and Future Targets - The company is raising FY25 revenue guidance to $1275 million and adjusted EBITDA guidance to $2737 million[8,38] - Initial FY26 revenue guidance is set at $1540 million, representing a 21% year-over-year growth[8,46] - The company targets $21 billion+ in revenue, $525 million+ in adjusted EBITDA, and $340 million+ in free cash flow by 2028[34] Data and Technology - US Individuals Providing Permission to Online Tracking by Agreeing to Publisher Terms of Service is 245M[108] - US Individuals Providing Permission to Email via Opt-in Action is 110M[108]