Zeta Global(NYSE) ZETA

Zeta helps big brands find and keep more customers. Its software uses data to send personalized ads. These tools help companies spend marketing money wisely.

Digital Tools for Smart Marketing

• Direct Platform: Software tools used entirely through the company's own technology systems; accounts for 75% of revenue in Q1 2026.
• Integrated Platform: Marketing services that work through connections with third-party websites and apps; accounts for 25% of revenue in Q1 2026.
• Zeta Marketing Platform: AI-powered system that predicts consumer needs using billions of data points.
• Consumer Data Platform: Technology that gathers disparate information to create a single, clear view of a customer.

Building a Bigger Platform

• Acquired Marigold's Enterprise Business in November 2025 to expand its marketing technology and email services.
• Integrated LiveIntent to strengthen its ability to identify and reach consumers across digital channels.
• Authorized a stock repurchase program of up to $200 million in July 2025 to buy back Class A shares.

What Makes Zeta Different

The company uses proprietary machine learning to predict consumer intent and optimize messaging in real time. Its identity resolution tools allow brands to recognize customers across different devices while maintaining compliance with privacy standards.

Growing Sales and Cash Flow

• Revenue reached $396.3 million in Q1 2026, up 49.9% from Q1 2025.
• Net loss hit -$13.2 million in Q1 2026, improved 38.7% from the previous year.
• Free cash flow hit $46.7 million in Q1 2026, up 45.7% year-over-year.
• Super-scaled customer counts grew to 189 in Q1 2026, up 19% from Q1 2025.

The Road Ahead

Zeta has transitioned from a data services provider into a comprehensive cloud software business for enterprise marketers. Its focus on artificial intelligence and strategic acquisitions has expanded its reach across the global digital advertising market.