Zeta Global announced its financial results for the second quarter ended June 30, 2025, on August 5, 2025, marking its 16th consecutive 'beat and raise' quarter. The company reported revenue of $308.4 million, a 35.4% increase year-over-year, exceeding Wall Street expectations. Adjusted EBITDA for the quarter was $54.9 million, up 42% year-over-year.
The company raised its full-year 2025 revenue guidance to $1.242 billion and Adjusted EBITDA guidance to $258.5 million, while also significantly increasing its free cash flow expectations. Management reaffirmed its long-term Zeta 2028 targets, aiming for over $2 billion in annual revenue, at least 25% Adjusted EBITDA margin, and 16%+ free cash flow margin.
Further demonstrating confidence, Zeta’s board of directors authorized a new stock repurchase and withholding program of up to $200 million through December 31, 2027. This program supplements the existing one, which had $15 million remaining. CEO David A. Steinberg highlighted the company's AI-driven momentum, new platform deployments, and agency expansions as key drivers for continued market share capture.
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