earnings
confidence high
sentiment positive
materiality 0.85
Zeta Global Q2 revenue $308M (+35% Y/Y); raises FY guidance, announces $200M buyback
Zeta Global Holdings Corp.
2025-Q2 EPS reported
-$0.16
revenue$572,861,000
- Q2 revenue $308M, up 35% Y/Y, exceeding guidance midpoint by $11M; FCF $34M (+69% Y/Y).
- FY25 revenue guidance raised to $1,258-1,268M (+$21M midpoint); FCF guidance $140-144M.
- Board authorized new $200M stock repurchase program through Dec 2027; $85M of prior $100M already used.
- Q3 revenue guidance $327-329M (22-23% Y/Y growth); adjusted EBITDA margin ~21.5%.
- Zero net dilution in Q2 vs Q1; SBC target $190M for FY25.