Action (ZETA) Zeta Glo Hldg Forum Analyses

Tenbagger2024

@Tenbagger2024

2Sem.·

Zeta Global (NYSE: ZETA) is the AI-powered marketing cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow and retain customers more efficiently. With the Zeta Marketing Platform (ZMP), our vision is to simplify sophisticated marketing by unifying identity, intelligence and omnichannel activation on a single platform - powered by one of the industry's largest proprietary databases and AI. Our enterprise customers across industries can personalize experiences with consumers at an individual level across all channels, driving better results for marketing programs. Founded in 2007 by David A. Steinberg and John Sculley, Zeta is headquartered in New York City with offices around the world. For more information, please visit www.zetaglobal.com

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02.12

ZET

Zeta Glo Hldg

Acheté x88 à 20,60 €

1 812,80 €

6

34 Commentaires

Meister L.@Lumimyrsky

2Sem.

I also got in

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Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

$ZETA (+1,63 %) Global Q3 '24 Earnings Highlights:

🔹 Adj EPS: -$0.09 (Est. -$0.06) 😕

🔹 Revenue: $268.3M (Est. $252.7M) 🟢; UP +42% YoY

🔹 Adj EBITDA: $53.6M; UP +59% YoY; Adj EBITDA Margin 20%

Q4 Guidance:

🔹 Revenue: $293M-$297M (Est. $267.8M) 🟢; Expected growth of 39%-41% YoY

🔹 Adjusted EBITDA: $64.9M-$66.9M; Expected Margin 21.9%-22.8%

FY24 Financial Guidance:

🔹 Revenue: $984.1M-$988.1M (Prior: $925M); UP +35%-36% YoY

🔹 Adjusted EBITDA: $187.5M-$189.5M; Expected Margin 19.0%-19.3%

🔹 Free Cash Flow: $88M-$92M

Key Business Metrics:

🔸 Direct Platform Revenue: UP +41% YoY; 70% of total revenue

🔸 Scaled Customer Count: 475 (UP from 440 YoY)

🔸 Scaled Customer ARPU: $557K; UP +33% YoY

🔸 Super-Scaled Customer ARPU: $1.6M; UP +30% YoY

Operational Highlights:

🔸 Generated $34M in operating cash flow; Free Cash Flow: $26M; UP +93% YoY

🔸 Repurchased $3.9M in shares through repurchase program

CEO David A. Steinberg's Commentary:

🔸 "Our investment in AI and a unique marketing platform has resulted in record-setting results. The accelerating AI revolution positions Zeta to win in the marketplace, driving substantial growth opportunities."

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