)

Zeta Global (ZETA) investor relations material
Zeta Global Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic vision and market positioning
Emphasizes durable, predictable, and profitable growth, focusing on AI-powered marketing, proprietary data assets, and agentic workspaces for competitive advantage.
Highlights a shift from legacy, siloed MarTech stacks to modular, identity-led, outcome-driven systems, with enterprises seeking unified, AI-driven platforms.
Positioned among a select group of public tech companies achieving 20%+ annual growth and expanding free cash flow margins over five years.
Marigold acquisition strengthens enterprise core, expands global reach, enhances recurring revenue mix, and accelerates international growth.
Commitment to setting new enterprise standards through innovation, data foundation, and agentic workspaces.
Financial performance and guidance
Achieved a 28% compound annual revenue growth rate since IPO, with 2025 guidance at $1.26B and 2028 target at $2.1B+.
Free cash flow increased from $17M in 2021 to $142M in 2025E, with margins rising from 4% to 19% and a 2030 target of 30%+ Adjusted EBITDA margin and 70%+ free cash flow conversion.
Recurring revenue mix expected to rise to ~60% post-Marigold, improving visibility and predictability.
Net revenue retention for customers with over three years tenure exceeds 115%, representing 76% of revenue.
Consistent outperformance on revenue and margin guidance, with 16 consecutive quarters of beat and raise.
Product innovation and technology
Launched Athena, a conversational AI platform, and Impossible Products, including vertical clouds, MediaEngine (with Snowflake), Prospect CDP, and Zeta Answers.
Zeta Supergraph and Data Cloud provide a durable, compliant, and scalable data foundation covering 245 million U.S. adults.
AI-powered agents and automation drive faster onboarding, lower costs, and higher productivity for internal teams and customers.
New pricing strategies are being developed to reduce friction and accelerate adoption of AI and platform features.
Generative AI adoption is in early stages but accelerating, with growing monetization from AI-powered features.
Next Zeta Global earnings date

Next Zeta Global earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage