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Mar 31
Zeta Global Q1 2025 Earnings Report
Expected Revenue:$254M
+35.8% YoY
Expected EPS:$0.12
+50.0% YoY
Key Takeaways
Zeta Global reported strong first quarter 2025 results, exceeding revenue and adjusted EBITDA guidance. The company achieved significant year-over-year growth in revenue, scaled customers, and free cash flow, driven by its AI Marketing Cloud platform and focus on delivering measurable ROI for customers.
Total revenue for Q1 2025 was $264 million, a 36% increase year-over-year.
Scaled Customer count grew to 548, up 19% year-over-year.
Quarterly Scaled Customer ARPU increased 12% year-over-year to $467,000.
Free Cash Flow was $28 million, an 87% increase year-over-year.
Zeta Global
Zeta Global
Zeta Global Revenue by Segment
Forward Guidance
Zeta Global is raising its guidance for both the second quarter and full year 2025 based on strong Q1 performance, a robust pipeline, and good visibility.
Positive Outlook
- Increasing Q2 2025 revenue guidance to a range of $295 million to $298 million.
- Increasing Q2 2025 Adjusted EBITDA guidance to a range of $54.6 million to $55.2 million.
- Increasing Full Year 2025 revenue guidance to a range of $1,237 million to $1,247 million.
- Increasing Full Year 2025 Adjusted EBITDA guidance to a range of $257.5 million to $259.5 million.
- Increasing Full Year 2025 Free Cash Flow guidance to a range of $129.5 million to $133.5 million.
Challenges Ahead
- Taking a disciplined and conservative approach to guidance raise due to ongoing macro uncertainty.
- Expect stock-based compensation to be $190 million for the full year 2025.
- Does not include a reconciliation of forward-looking non-GAAP measures to GAAP measures.
- Forecasting the timing or amount of certain reconciling items is inherently uncertain.
- Such items could have a substantial impact on GAAP measures.