earnings
confidence high
sentiment positive
materiality 0.75
Zeta Q4 revenue $135M (+18% YoY); guided FY22 rev $540-550M; Zeta 2025 target >$1B rev
Zeta Global Holdings Corp.
2021-FY EPS reported
-$2.95
revenue$458,338,000
- Q4 revenue $135M, up 18% (32% ex-Presidential cycle); FY21 revenue $458M, up 25%.
- Adjusted EBITDA Q4 $22.9M (17% margin); FY21 $63.3M (13.8% margin); FY22 guided $80-83M.
- Scaled customer count 355; scaled customer ARPU $1.24M (+18% YoY).
- Cost of revenue (ex SBC) improved 675 bps YoY to 35.5% in Q4.
- Zeta 2025 target: annual revenue >$1B and at least 20% Adjusted EBITDA margin by 2025.