secwatch.observer — SEC 8-K summary
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Issuer:     Zeta Global Holdings Corp. (ZETA)
CIK:        0001851003
Form:       8-K
Filed at:   2025-08-05T23:59:59+00:00
Accession:  0000950170-25-103002
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Zeta Global Q2 revenue $308M (+35% Y/Y); raises FY guidance, announces $200M buyback
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1851003/000095017025103002/0000950170-25-103002-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1851003/000095017025103002/zeta-20250805.htm
  HTML page:      https://secwatch.observer/filing/0000950170-25-103002

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer