Zeta Global Holdings Corp Stock Price, News & Analysis

Zeta (NYSE: ZETA) reported record platform performance over the 2025 holiday shopping weekend (Thanksgiving through Cyber Monday). Platform usage rose 153% YoY, AI agent activity increased 25x YoY, and uptime remained 100%. Enterprises using Zeta's Audience, Campaign, and QA AI Agents realized 87% time savings on repetitive tasks, enabling faster insight-to-activation cycles. The results follow Zeta's completion of its acquisition of Marigold's enterprise software business on November 24, 2025, which the company says adds enterprise momentum.

The announcement frames the holiday performance as evidence of accelerating adoption of Zeta's agentic AI for peak-season marketing and operational efficiency.

Zeta Global (NYSE: ZETA) said it increased 2025 and 2026 guidance after completing the acquisition of Marigold’s enterprise software business for up to $325 million consideration.

The company raised Q4 and FY 2025 revenue and adjusted EBITDA guidance and lifted 2026 revenue to at least $1,730 million, adjusted EBITDA to $385.4 million, and free cash flow to $224.0 million. Numbers include Marigold contributions (e.g., Q1 2026 Marigold revenue of $47.5M, FY26 at least $190M).

Zeta Global (NYSE: ZETA) commissioned a Forrester Total Economic Impact study showing the Zeta Marketing Platform delivered measurable ROI and efficiency gains for enterprises.

Key findings: a 6x return on ad spend, 295% return on tech investment, $21.4 million net present value over three years, $3.2 million in annual savings from technology consolidation, and payback in under six months. The study also reported a 50% reduction in campaign setup time for a composite enterprise. Forrester based its analysis on interviews with marketing leaders across retail, travel, and financial services.

Zeta Global (NYSE: ZETA) reported 3Q25 revenue of $337M, up 26% Y/Y and beating midpoint of guidance by $9M. Net cash provided by operating activities was $58M (+68% Y/Y; 17% margin) and free cash flow was $47M (+83% Y/Y; 14% margin). Super Scaled customers grew to 180. Zeta raised FY25 revenue, adjusted EBITDA, and free cash flow guidance and provided initial 2026 guidance calling for $1.54B revenue (+21% vs. FY25 guidance), $354M adjusted EBITDA, and $209M free cash flow. Board authorized up to $200M repurchase program; $199M remained available as of 9/30/25.

Zeta Global (NYSE: ZETA) released a September 2025 survey of 2,000 U.S. adults who use AI weekly, finding 83% plan to use AI for holiday purchases this year and 74% trust AI gift recommendations as much as friends. The survey reports consumer confidence with AI: 73% say AI will make holiday shopping less stressful, 73% are comfortable sharing personal details, and 63% expect fewer gift returns. At the same time, respondents expressed emotional reservations: 68% feel gifts chosen solely by a person are more special, 60% find AI makes shopping more mechanical, and only 31% think AI will know loved ones better than themselves.

The findings underline rising consumer reliance on AI for gifting and potential implications for retailers' personalization and returns strategies.

Zeta Global (NYSE: ZETA) will release its third quarter 2025 financial results after market close on Tuesday, November 4, 2025.

Co-Founder, Chairman and CEO David A. Steinberg and CFO Chris Greiner will host a conference call at 4:30 p.m. Eastern Time the same day. A live webcast and a replay will be available on Zeta's Investor Relations website and will remain accessible for one year following the call.

Zeta Global (NYSE: ZETA) unveiled Athena by Zeta, a conversational superintelligent agent natively integrated with the Zeta Marketing Platform to turn questions into actionable marketing outcomes.

Athena uses Zeta's proprietary data cloud, identity graph, and Zeta Answers intelligence framework to deliver agentic apps (Advisor, Workflows, Simulator, Insights) via voice and adaptive UI.

Timing: limited internal beta now, early access Q4 2025, and agentic app suite expected H1 2026.

Zeta Global (NYSE: ZETA) announced an Investor Day on October 8, 2025. The expanded leadership team will discuss Zeta's product roadmap and R&D pipeline.

A live webcast, replay and the investor day presentation will be available on Zeta’s Investor Relations site (http://investors.zetaglobal.com) and will remain accessible for one year after the event. Registration is available in the events section of the investor relations website.

Zeta Global (NYSE: ZETA) announced that Grammy-winning duo The Chainsmokers will join Zeta Live 2025 on October 9, 2025 in New York for a 4:00 PM ET keynote conversation titled “Sampling the Future: AI, Music, and Culture.” The duo, who co-founded venture firm Mantis with 130+ investments, will discuss AI’s impact on music, collaboration, and brand culture and will perform at an exclusive offsite event.

Additional speakers include Stan Smith, Kim Perell, executives from McKinsey, H&R Block, Steve Madden, and Ferrero. Zeta Live expects >1,200 senior marketers, 70 speakers, and 25+ sessions. Register at zetalive2025.com.