Zeta Global Reports 36% Q1 Revenue Increase, Raises 2025 Guidance

Zeta Global reported strong first quarter results, with revenue rising approximately 36% year-over-year to $264 million and exceeding market expectations. The company raised its guidance for both the second quarter and full year 2025, now expecting full-year revenue between $1.237 billion and $1.247 billion, and projecting continued robust growth. Zeta achieved its 15th consecutive 'beat and raise' quarter, driven by expansion in its scaled and super-scaled customer base—those spending at least $100,000 and $1 million annually, respectively. Adjusted EBITDA and operating margins also improved, reflecting the company's focus on operational efficiency and AI innovation. Despite volatility in share price and ongoing investor concerns about stock-based compensation and dilution, the company remains optimistic due to a strong pipeline and customer demand. Analysts remain generally positive, expecting continued above-average revenue growth, though some foresee a modest deceleration compared to previous years.