Zeta Global Holdings Corp. (NYSE:ZETA) Earnings Overview

• Zeta Global Holdings Corp. (NYSE:ZETA) reported earnings per share of $0.16, slightly missing the estimated $0.17, with revenue at approximately $268.3 million.
• The company projects a deceleration in revenue growth to a 20% compound annual growth rate (CAGR) by 2025, despite strong AI-driven growth and strategic partnerships.
• Zeta's stock is valued at 60 times forward free cash flow, indicating investor confidence in its long-term revenue potential.

Zeta Global Holdings Corp. (NYSE:ZETA) is a prominent player in the AI marketing technology sector. The company leverages artificial intelligence to enhance marketing strategies and has established strategic partnerships to bolster its growth. Despite facing competition from other tech firms, Zeta's unique offerings and expanding customer base position it well in the market.

On November 11, 2024, Zeta reported earnings per share of $0.16, slightly missing the estimated $0.17. The company's revenue was approximately $268.3 million, just under the expected $268.8 million. Despite this, the earnings showed a positive year-over-year growth from $0.09 per share, indicating an upward trend in profitability.

Following the earnings release, Zeta's stock experienced a slight sell-off. However, the company's strong growth driven by AI and strategic partnerships suggests potential upside beyond its current price of $35 per share. Zeta projects a deceleration in revenue growth to a 20% compound annual growth rate (CAGR) by 2025, but its platform capabilities and expanded customer base indicate promising long-term prospects.

Zeta's stock is valued at 60 times forward free cash flow, reflecting its premium position in the market. The price-to-sales ratio of 7.21 and enterprise value to sales ratio of 6.96 highlight investor confidence in the company's revenue potential. Zeta's debt-to-equity ratio of 0.41 and current ratio of 3.32 suggest a stable financial position.

During the Q3 2024 earnings conference call, key figures like CEO David Steinberg and CFO Chris Greiner discussed the company's financial performance and strategic initiatives. Analysts from firms such as Canaccord Genuity and Morgan Stanley participated, providing insights into Zeta's operations and future plans. The call likely covered the company's market outlook and growth strategies.