Zeta Global Holdings 2025 Q2 Earnings Losses Narrow with 62.5% EPS Improvement

Zeta Global Holdings reported its 2025 Q2 earnings on August 6, 2025, delivering results that beat expectations with improved profitability and raised full-year guidance across revenue, EBITDA, and free cash flow. The company reduced its net loss by 54.3% year-over-year and increased its quarterly revenue by 35.4%, driven by strong AI-driven performance.

Revenue
Zeta Global Holdings reported total revenue of $308.44 million for 2025 Q2, marking a 35.4% year-over-year increase from $227.84 million in 2024 Q2.

Earnings/Net Income
The company narrowed its net loss to $-12.81 million for the quarter, a 54.3% reduction compared to a $-28.07 million net loss in the prior-year period. Earnings per share also improved significantly, with the loss decreasing from $0.16 to $0.06 per share, a 62.5% improvement, indicating positive progress in controlling costs.

Price Action
The stock of Zeta Global Holdings has experienced a strong price rally, rising 9.06% on the latest trading day, 30.01% over the past full week, and 36.05% month-to-date.

Post-Earnings Price Action Review
The post-earnings investment strategy of buying ZETA after a beat and holding for 30 days generated a robust 64.69% return, significantly outperforming the benchmark's 39.38% return. This strategy delivered an excess return of 25.31% with a compound annual growth rate of 14.13%. Despite high volatility at 70.85%, the strategy recorded no maximum drawdown, demonstrating strong risk control relative to the benchmark.

CEO Commentary
David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta, emphasized the company's “industry-leading growth,” attributing it to rising demand for its AI-powered marketing platform. He highlighted momentum from the Zeta Answers release, new platform deployments, agency expansions, and OneZeta wins, expressing optimism about future market share gains. CFO Chris Greiner noted strong first-half performance and a robust pipeline, resulting in upward revisions to full-year guidance.

Guidance
Zeta raised its full-year 2025 revenue guidance to $1,258–$1,268 million, representing 25–26% year-over-year growth. Adjusted EBITDA guidance was raised to $263.6–$265.6 million (37–38% Y/Y, 20.8–21.1% margin), and Free Cash Flow guidance to $140–$144 million (52–56% Y/Y, 11.0–11.4% margin). Third-quarter 2025 revenue guidance was also increased to $327–$329 million (22–23% Y/Y), with Adjusted EBITDA projected at $70.3–$71.0 million (31–32% Y/Y, 21.4–21.7% margin).

Additional News
On July 21, 2025, Zeta Global announced its plan to release its second quarter 2025 financial results after the market close on Tuesday. The company, a leader in the AI Marketing Cloud space, continues to focus on expanding its AI-driven capabilities and capturing a larger market share. No recent major M&A activities or C-level executive changes have been disclosed. Additionally, there have been no reported dividend or share repurchase announcements in the three-week period following the earnings release. The company remains committed to driving growth through technological innovation and strategic deployment of its AI-powered marketing platform.