{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-004095","form_type":"8-K","ticker":"ZETA","cik":"0001851003","company_name":"Zeta Global Holdings Corp.","filed_at":"2023-02-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:47.145507+00:00","generated_at":"2026-06-19T03:21:50.421983+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Zeta Global Q4 revenue $175M (+30% YoY); FY2023 revenue guidance $686-696M","bullets":["Q4 revenue $175M, up 30% YoY; full-year 2022 revenue $591M, up 29% YoY.","Q4 GAAP net loss $52M ($0.36 loss per share); full-year net loss $279M ($2.01 loss per share).","Q4 Adjusted EBITDA $32.4M (18.5% margin), up 42% YoY; full-year $92.2M (15.6% margin), up 46% YoY.","Scaled Customer count 403 (+14% YoY); Scaled Customer ARPU $1.43M (+15% YoY); Net Revenue Retention 112%.","Q1 2023 revenue guidance $149-151M (18-20% YoY); FY2023 Adjusted EBITDA guidance $116.5-118.3M (26-28% YoY)."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-004095","json":"https://secwatch.observer/filing/0000950170-23-004095.json","markdown":"https://secwatch.observer/filing/0000950170-23-004095.md","text":"https://secwatch.observer/filing/0000950170-23-004095.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1851003/000095017023004095/0000950170-23-004095-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1851003/000095017023004095/zeta-20230223.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T03:21:50.421983+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"3b14d360c9ed3f0729ad713416b4c81b61029724","claim":"Zeta Global Holdings Corp. reported the fourth quarter ended December 31, 2022 results: revenue Total revenue of $175 million, net income GAAP net loss of $52 million, EPS GAAP loss per share of $0.36.","evidence_excerpt":"Fourth Quarter 2022 Highlights • Total revenue of $175 million, an increase of 30% Y/Y and 15% Q/Q. • Scaled Customer count of 403 compared to 389 in 3Q’22 and 355 in 4Q’21. • Super Scaled Customer count of 103 compared to 106 in 3Q’22 and 97 in 4Q’21. • Quarterly Scaled Customer ARPU of $424,000, an increase of 15% Y/Y. • Quarterly Super Scaled Customer ARPU of $1.33 million, an increase of 26% Y/Y. 1 • Direct platform revenue mix of 75% of total revenue, compared to 77% in 4Q’21. • Connected TV (“CTV”) is our fastest growing channel, up more than 300% Y/Y. • Cost of revenue percentage increased by 130 basis points Y/Y to 37.7%. • GAAP net loss of $52 million, or 30% of revenue, was driven primarily by $68 million of stock-based compensation. The net loss in 4Q’21 was $61 million, or 45% of revenue. • GAAP loss per share of $0.36, compared to a loss per share of $0.46 in 4Q’21. • Cash flow from operating activities of $23.1 million, compared to $20.9 million in 4Q’21. • Free Cash Flow","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1851003/000095017023004095/0000950170-23-004095-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter ended December 31, 2022"},{"label":"Revenue","value":"Total revenue of $175 million"},{"label":"Net income","value":"GAAP net loss of $52 million"},{"label":"EPS","value":"GAAP loss per share of $0.36"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"ce1bca861db133eee0dddeb7e2516640f00fbd71","claim":"Zeta Global Holdings Corp. reported the fiscal year ended December 31, 2022 results: revenue Total revenue of $591 million, net income GAAP net loss of $279 million, EPS GAAP loss per share of $2.01.","evidence_excerpt":"Full Year 2022 Highlights • Total revenue of $591 million, an increase of 29% Y/Y. • Scaled Customer ARPU of $1.43 million, an increase of 15% Y/Y. • Super Scaled Customer ARPU of $4.52 million, an increase of 25% Y/Y. • Direct platform revenue mix of 77% of total revenue, compared to 76% in 2021. • Net Revenue Retention of 112%, compared to 113% in 2021. • Cost of revenue percentage decreased by 170 basis points Y/Y to 36.5%. • GAAP net loss of $279 million, or 47% of revenue, was driven primarily by $299 million of stock-based compensation. The net loss in 2021 was $250 million, or 54% of revenue. • GAAP loss per share of $2.01, compared to a loss per share of $2.95 in 2021. • Cash flow from operating activities of $78.5 million, compared to $44.3 million in 2021. • Free Cash Flow of $39.1 million, compared to $17.5 million in 2021. • Adjusted EBITDA of $92.2 million, an increase of 46% compared to $63.3 million in 2021. • Adjusted EBITDA margin of 15.6%, compared to 13.8% in 2021.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1851003/000095017023004095/0000950170-23-004095-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year ended December 31, 2022"},{"label":"Revenue","value":"Total revenue of $591 million"},{"label":"Net income","value":"GAAP net loss of $279 million"},{"label":"EPS","value":"GAAP loss per share of $2.01"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}