NYSE:ZETA

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Zeta Global (NYSE: ZETA) agreed to acquire Marigold’s enterprise software business—spanning Marigold Loyalty, Cheetah Digital, Selligent, Sailthru, Liveclicker and Grow—for up to $325 million, comprising $100 million in cash and $100 million in Class A shares at closing plus a seller note of up to $125 million payable within three months. The deal, expected to close by year-end 2025, excludes Marigold’s SMB units (Campaign Monitor, Emma, Vuture) and is projected to be accretive to adjusted EBITDA and free cash flow in year one.

Zeta said the acquisition adds 100+ global enterprise brands—including 20 of the top 100 advertisers and 40+ Fortune 500 companies—expands its EMEA footprint and opens APAC entry, and creates cross-sell opportunities across its AI Marketing Cloud; the company reaffirmed its Q3 and full-year 2025 guidance and said the transaction should be incremental to its 2028 targets.
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Author
WS Investor 09-30-25
Zeta Global Announces Retirement of Co-founder John Sculley

Zeta Global (NYSE: ZETA) announced that Co-founder and Vice Chairman John Sculley has retired from the company’s Board of Directors, concluding a 17-year tenure that helped shape the company's evolution. Sculley, former Apple CEO, will continue his relationship with Zeta as Vice Chairman Emeritus, remaining an advisor to CEO David A. Steinberg and the leadership team. Zeta has not named a replacement for his board seat. The company recognized Sculley’s pivotal role in guiding its growth at the intersection of marketing and AI.
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M
ME NEWS 06-10-25
Zeta Global reported record financial results for the fourth quarter and full year 2024, showcasing significant growth in revenue, customer base, and profitability. The company achieved a 50% year-over-year revenue increase in Q4 2024, reaching $315 million, and a 38% year-over-year increase for the full year, surpassing $1 billion in annual revenue for the first time.

The company expanded its customer base, increasing the number of Scaled Customers by 17% year-over-year and Super-Scaled Customers by 13%. Average revenue per user (ARPU) also rose, with Scaled Customer ARPU growing 19% to $1.87 million and Super-Scaled Customer ARPU increasing 26% to $5.71 million. Zeta's direct platform revenue mix reached 74% in Q4 2024, up from 70% in the previous quarter.

Profitability improved significantly, with GAAP net income of $15 million for the fourth quarter compared to a $35 million loss in Q4 2023. Adjusted EBITDA increased by 57% year-over-year in Q4, reaching $70.4 million, with an adjusted EBITDA margin of 22.4%. Free cash flow for the quarter more than doubled to $32 million, and the company repurchased $31 million worth of shares.

Looking ahead, Zeta forecasts continued strong performance, guiding for a sixth consecutive year of 20%+ revenue growth. The company expects Q1 2025 revenue between $253 million and $255 million, representing a 30-31% year-over-year increase. For the full year 2025, revenue is projected between $1.235 billion and $1.245 billion, with an adjusted EBITDA margin of over 20%.

Under its newly announced Zeta 2028 plan, the company aims to exceed $2.1 billion in annual revenue, with at least $525 million in adjusted EBITDA and $340 million in free cash flow by 2028. Management credits early investments in AI and first-party data for driving its competitive advantage and long-term growth trajectory.

Zeta will discuss these results further in an investor conference call, which will be available on its investor relations website.
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Author
European Investor 02-26-25
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