Zeta Global (ZETA) Reports Q4: Everything You Need To Know Ahead Of Earnings
Marketing technology company Zeta Global (NYSE:ZETA) is set to report its earnings this Tuesday afternoon. Here’s what investors can expect.
Last quarter, Zeta Global exceeded analysts’ revenue expectations, posting revenues of $337.2 million, which marks a 25.7% year-on-year increase. The quarter was notably strong, with the company beating analysts’ EBITDA estimates and providing full-year EBITDA guidance that surpassed expectations.
This quarter, projections indicate that Zeta Global’s revenue will grow by 20.9% year-on-year, a slowdown from the 49.6% increase recorded during the same period last year.
Analysts have largely reaffirmed their estimates over the past month, signaling that they expect the company to maintain its momentum heading into earnings. Historically, Zeta Global has been known to beat Wall Street’s expectations.
When examining Zeta Global’s competitors in the sales and marketing software space, some have already disclosed their Q4 results, offering insights into potential outcomes for Zeta. AppLovin reported a year-on-year revenue growth of 20.8%, surpassing analysts’ projections by 2.2%, while LiveRamp showed an 8.6% revenue increase, aligning with consensus estimates. Following their results, AppLovin saw a decline of 19.7%, while LiveRamp's stock rose by 3.5%.
Concerns regarding possible tariffs and adjustments in corporate tax have sparked debates over economic stability in 2025. As a result, sales and marketing software stocks have faced challenges, with share prices averaging a decline of 17.1% over the past month. Zeta Global shares have dropped by 22.6% in the same timeframe, entering earnings with an average analyst price target of $30, in contrast to the current share price of $16.32.
At Inside Ticker, we recognize the potential of thematic investing, identifying diverse winners from Microsoft ($msft) to Alphabet ($googl) and Coca-Cola ($ko) to Monster Beverage ($mnt). In this spirit, we’ve pinpointed a relatively under-the-radar growth stock benefiting from the rise of AI, available for free via this link.