Zeta Global's Silent Climb To Platform Power

Quantryon Capital
82 Followers
(13min)

Summary

  • Zeta’s Q1 2025 revenue grew 36% YoY to $264M, with adjusted EBITDA up 53% to $46.7M, reaching a 17.7% margin.
  • Platform-direct revenue hit 73%, up from 67% a year prior, driving higher gross margins and increased ownership of outcomes.
  • Scaled Customer ARPU rose 12% YoY, while Super-Scaled ARPU surged 23% to $1.38M, reflecting strong cross-sell momentum.
  • Zeta’s Agent Studio enables AI-driven segmentation and attribution, supporting 115%+ NRR and faster adoption across enterprise use cases.
  • At ~3.5x EV/Sales and 16x forward P/E, Zeta’s valuation underprices its 2028 targets of $2.1B revenue and $525M EBITDA.
Ai agent. Machine Learning Concepts. AI - Artificial Intelligence.

MF3d

In a digital advertising ecosystem increasingly driven by generative AI hype and budget effectiveness mandates, Zeta Global (NYSE:ZETA) displays a low-key transformation. While most view it as a mid-marketing technology vendor chasing enterprise clients, Zeta keeps inching its way toward becoming

This article was written by

Quantryon Capital
82 Followers
My investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett’s annual letters quickly evolved into a full-time passion for value investing, mental models, and understanding how great businesses create long-term value. I’ve spent years independently studying financial statements, building DCF models, and analyzing companies through both fundamental and behavioral lenses. While I’m still early in my professional path, I’ve been immersed in the world of investing for nearly a decade. From dissecting shareholder letters to reverse-engineering business strategies, I’ve developed a disciplined, fundamentals-first approach grounded in long-term thinking. I focus on identifying mispriced quality companies and understanding what makes certain business models resilient across cycles. I write on Seeking Alpha to share insights, test ideas in public, and contribute to a community of investors who value clear thinking over hype. My goal is to provide thoughtful, research-backed commentary, whether on under-the-radar compounders, Growth/GARP stocks, or misunderstood tech platforms. Above all, I invest with conviction, patience, and a relentless drive to keep learning.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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