Zeta Q3 revenue $152M (+32% Y/Y); raises FY22 guidance above prior midpoint

Total revenue of $152 million, an increase of 32% Y/Y and 11% Q/Q. • Scaled Customer count of 389 compared to 373 in 2Q’22 and 347 in 3Q’21. • Super Scaled Customer count of 106 compared to 100 in 2Q’22 and 86 in 3Q’21. • Scaled Customer ARPU of $382K, an increase of 19% Y/Y. • Direct platform revenue mix of 74% of total revenue, unchanged versus 3Q’21. • Connected TV (CTV) is the fastest growing channel, up more than 250% Y/Y. 1 • Lowered the cost of revenue percentage by 90 basis points to 37.8% Y/Y, or 36.8%, excluding stock-based compensation 1 . • GAAP net loss of $69 million, or 45.6% of revenue, was driven primarily by $75 million of stock-based compensation. The net loss in 3Q’21 was $69 million, or 60.0% of revenue. • GAAP loss per share of $0.49 compared to a loss per share of $0.53 in 3Q’21.