Zeta Global Holdings Corp Stock Price, News & Analysis

Zeta Global (NYSE: ZETA) has launched 'Zeta Answers,' an AI-powered intelligence framework that transforms marketing insights into actionable outcomes through automated workflows. The platform leverages agentic AI tools to streamline the path from data analysis to execution, powered by Zeta's Identity Graph containing over 245 million U.S. consumer profiles. Early users reported significant performance improvements, including 30% higher engagement, 10% better native ad performance, and up to 4x higher conversion rates with 4x lower Cost Per Action compared to traditional campaigns. The system features predictive analytics, deterministic attribution, self-serve analytics, and automated optimization capabilities, enabling marketers to make faster, data-driven decisions and improve campaign performance automatically.

Zeta Global's May 2025 Zeta Economic Index (ZEI) reveals a stable but cautious consumer economy, with the headline score at 68.9 (0.3% MoM decline). The Economic Stability Index rose 1.3% quarter-over-quarter, indicating solid household financial footing. Key findings show retail activity up 2.9% MoM and credit indicators healthy (+5.1% MoM), while browsing behavior dropped 42.7% MoM. By sector, retail led with a 7.5-point increase, entertainment gained 3.2 points, while healthcare declined 8.0 points. The New Mover Index increased 2.6%, though Job Market Sentiment declined 0.8% MoM. The ZEI analyzes trillions of behavioral signals from over 245 million U.S. consumers using Generative AI, providing real-time insights into consumer activity and spending patterns.

Cannae Holdings (NYSE: CNNE) announced significant leadership changes and strategic actions on May 12, 2025. William P. Foley II transitions from CEO to Vice Chairman, while Doug Ammerman becomes Board Chairman and Ryan Caswell is appointed CEO. The company is expanding its relationship with JANA Partners, increasing its ownership stake from 20% to 50% for $67.5 million upfront, with potential additional payments of $26 million.

The company appointed two new independent directors: William Royan and Woodrow Tyler, effective June 1, 2025. Cannae is executing its three-key strategy: portfolio rebalancing, capital returns to shareholders, and improving portfolio performance. Notable achievements include raising $470 million through portfolio company sales in 2024, repurchasing $222 million of shares, and initiating quarterly dividends with a 2.7% yield.

Zeta Global's Economic Index (ZEI) for April 2025 reveals a complex economic picture based on data from 245 million US consumers. The ZEI score increased slightly to 69.1, up 1.1% month-over-month, showing economic stability despite consumer uncertainty.

Key findings show a disconnect between sentiment and behavior: While Discretionary Spend Propensity fell 5.5% and Job Market Sentiment declined 3.7%, actual consumer activity remained resilient. Online browsing time surged 10.5%, and Credit Line Expansion Intent grew 6.0%.

Sector-wise, Tech gained 4.4 points, Healthcare rose 2.8 points, while Entertainment and Retail both increased 2.7 points. Dining showed weakness, dropping 2.2 points. The data suggests consumers are maintaining spending but approaching decisions more cautiously.

Zeta Global (NYSE: ZETA) reported strong Q1 2025 results, marking its 15th consecutive "beat and raise" quarter. Revenue reached $264M, up 36% Y/Y, while Scaled Customer count grew to 548 (up 19% Y/Y) and Super Scaled Customer count increased to 159 (up 10% Y/Y). The company generated $35M in operating cash flow (up 41% Y/Y) and $28M in Free Cash Flow (up 87% Y/Y). Despite a GAAP net loss of $22M, Adjusted EBITDA grew 53% Y/Y to $46.7M. The company raised its full-year 2025 guidance, projecting revenue of $1,237M-$1,247M (23-24% growth) and Adjusted EBITDA of $257.5M-$259.5M. Management highlighted the success of their AI innovation, including the launch of AI Agent Studio, while maintaining a conservative outlook due to macro uncertainty.

Zeta Global (NYSE: ZETA), an AI Marketing Cloud company, has scheduled the release of its first quarter 2025 financial results after market close on Thursday, May 1, 2025. The company will hold a conference call on the same day at 4:30 p.m. Eastern Time, featuring Co-Founder, Chairman, and CEO David A. Steinberg and CFO Chris Greiner. Investors can access both the live webcast and replay of the conference call through Zeta's Investor Relations website.

Zeta Global (NYSE: ZETA) has released its March 2025 Zeta Economic Index (ZEI), showing signs of economic cooling despite steady consumer spending. The Economic Index Score (EIS) declined to 68.3, representing a 3.2% month-over-month decrease, though remaining in the 'Active' range.

Key findings include:

• Discretionary Spend Propensity dropped 2.1% MoM, while Retail Sales Activity showed a minimal 0.1% increase
• Travel sector emerged as a bright spot, rising 3.4 points MoM due to Spring Break activity
• New Mover Index declined sharply by 7.0% MoM
• Entertainment sector fell 2.9 points, Retail dropped 1.1 points, while Technology, Healthcare, and Dining remained flat

The ZEI, powered by generative AI technology, analyzes real-time consumer behavior from over 245 million US consumers, providing comprehensive insights into economic trends and consumer sentiment.

Zeta Global (NYSE: ZETA) has launched AI Agent Studio, featuring Agentic Workflows in beta, a groundbreaking suite of generative AI tools for marketers. The platform enables users to create, customize, and chain AI agents together for complex marketing task automation.

The company reports significant early adoption success, with 126 brands implementing Zeta's Data Cloud AI in its first year. Notably, Zeta's consumption revenue has increased by over 40% in 2024, showing acceleration from 2023.

Key features of Agentic Workflows include:

• Programmatic media optimization
• Customer journey optimization
• Campaign creation automation
• Data onboarding processes

The platform offers both pre-built AI agents and the ability to create custom agents, allowing marketers to build workflows tailored to specific business needs.

Zeta Global (NYSE:ZETA) has released its February 2025 Zeta Economic Index (ZEI), showing mixed economic signals. The Economic Index Score (EIS) decreased 0.8% month-over-month to 70.3, while the Economic Stability Index (ESI) improved 0.6% quarter-over-quarter to 66.9.

Key findings include:

• Consumer confidence dropped 7%, despite robust spending behavior
• Credit Line Expansion Intent rose 146.4% year-over-year
• Job Market Sentiment increased 26.7% month-over-month
• Financial Services sector showed strength (+2.3 points)
• Technology sector declined 3.0 points
• Travel sector experienced the largest decline (-5.7 points)

The ZEI, powered by Generative AI technology, analyzes real-time consumer behavior from over 245 million US consumers, utilizing over 20 proprietary inputs to provide insights into economic sentiment and trends.