Marketing technology company Zeta Global (NYSE: ZETA) will be reporting earnings this Tuesday afternoon. Here’s what to expect.
Zeta Global beat analysts’ revenue expectations last quarter, reporting revenues of $337.2 million, up 25.7% year on year. It was a very strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and full-year EBITDA guidance exceeding analysts’ expectations.
Is Zeta Global a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Zeta Global’s revenue to grow 20.9% year on year, slowing from the 49.6% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Zeta Global has a history of exceeding Wall Street’s expectations.
Looking at Zeta Global’s peers in the sales and marketing software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. AppLovin delivered year-on-year revenue growth of 20.8%, beating analysts’ expectations by 2.2%, and LiveRamp reported revenues up 8.6%, in line with consensus estimates. AppLovin traded down 19.7% following the results while LiveRamp was up 3.5%.
Read our full analysis of AppLovin’s results here and LiveRamp’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. Unfortunately, sales and marketing software stocks have struggled in this environment as share prices are down 17.1% on average over the last month. Zeta Global is down 22.6% during the same time and is heading into earnings with an average analyst price target of $30 (compared to the current share price of $16.32).
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