Zeta Global Raises Full-Year Outlook with Strong Q3 Performance
NEW YORK — Zeta Global (NYSE: ZETA), an AI marketing cloud company, reported revenue of $337 million for the third quarter ended September 30, 2025, reflecting a 26% increase year over year. The company generated $58 million in operating cash flow and $47 million in free cash flow, representing a 14% margin.
Growth Driven by AI and Innovation
“The reason we are growing at an accelerated rate is simple: we have superior artificial intelligence and data to our competitors,” said David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta.
Steinberg highlighted the success of the company’s latest innovation, Athena by Zeta™, an AI-powered conversational agent. He added that its launch, combined with the momentum from Zeta Live and continued progress on the One Zeta initiative, strengthens the firm’s leadership in the marketing technology sector.
Financial Guidance and Outlook
“The theme of our investor day in October was durable, predictable, and profitable growth, and our third quarter results are a perfect illustration of this,” said Chris Greiner, Zeta’s CFO.
Greiner stated that updated guidance for fiscal year 2025 includes higher expectations for revenue, EBITDA, and free cash flow. The company’s initial 2026 outlook reaffirms confidence in Zeta’s continued expansion and profitability. The revised forecast excludes any potential contributions from Marigold’s enterprise software business, with further updates anticipated after the acquisition’s expected closing in the fourth quarter of 2025.
Key Financial Highlights
- Revenue: $337 million (+26% year-over-year)
- Operating cash flow: $58 million
- Free cash flow: $47 million (14% margin)
- Raised FY25 guidance for revenue, EBITDA, and FCF
Author’s Summary
Zeta Global’s strong third-quarter results and raised outlook highlight the company’s accelerating AI-driven growth and its robust financial momentum heading into 2026.