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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.Investor Day 2025 summary8 Oct, 2025
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.
Detail the levers for 30%+ Adj. EBITDA margin by 2030
How does Zeta Data turn AI into an advantage?
Explain the GenUI 'Software On Demand' concept
Athena's monetization and adoption strategy?
AI's role in ARPU expansion and OneZeta?
Key levers for 30% EBITDA margin?
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Next Zeta Global earnings date
Q3 20254 Nov, 2025
Next Zeta Global earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Zeta Global Holdings Corp. is a technology company specializing in data-driven marketing solutions. The company offers a proprietary cloud-based platform that combines artificial intelligence, machine learning, and data analytics to help businesses engage with customers across multiple channels, including email, social media, websites, and mobile. Zeta Global is headquartered in New York, New York, and its shares are listed on the NYSE.
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