Full-Time
Posted on 9/26/2025
AI-driven marketing platform for enterprises
$150k - $200k/yr
San Francisco, CA, USA
In Person
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Zeta Global provides enterprise-grade marketing technology powered by artificial intelligence to help brands acquire customers, retain them longer, and grow their value. Its core offering, the Zeta Marketing Platform, provides a real-time view of prospects and customers and uses AI to deliver personalized experiences across multiple channels at scale. The platform aggregates real-time data, including behavioral signals and purchase intents, to create intent and churn signals for millions of identities, enabling cross-channel campaign management and measurement. Zeta differentiates itself with a combination of real-time data, a broad identity graph, multi-channel orchestration, and deterministic attribution aimed at delivering measurable marketing outcomes. The goal is to help brands optimize customer acquisition and retention to maximize lifetime value through precise, data-driven marketing at scale.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
New York City, New York
Founded
2007
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Unlimited Paid Time Off
Health Insurance
Dental Insurance
Vision Insurance
Employee Equity and Stock Purchase Plan
Employee Discounts
Wellness Program
Pet Insurance
Zeta Global Holdings is attracting investor attention after recent share price volatility, despite posting a 20% return over the past year. The company reported roughly $1.3 billion in revenue alongside a net loss of approximately $31.5 million. Whilst shares have declined 12.47% over 30 days and 20.69% year-to-date from $15.79, longer-term performance shows a one-year total shareholder return of 20.08% and three-year return of 54.96%. The most popular analyst narrative values Zeta at $29.08, suggesting the stock trades at a 45.7% discount to fair value. This valuation assumes growth driven by AI and machine learning investments, including the Zeta Data & AI Lab and prescriptive AI products, alongside margin expansion and strong free cash flow conversion. However, stricter data privacy regulations or intensified competition could challenge these growth assumptions.
Executives from Zeta Global and Rimini Street argued that AI will enhance mission-critical enterprise platforms rather than replace them rapidly. Speaking at a Zeta Global conference, they suggested large enterprise systems will be modernised gradually with agentic AI layers, whilst simpler applications face greater displacement risk. Zeta Global serves 603 clients, including 51% of the Fortune 100, and maintains a 552 million-person data cloud. The company is building agentic features, including a voice assistant called Athena in partnership with OpenAI. Zeta expects approximately $1.755 billion in revenue and nearly $400 million in EBITDA. Rimini Street, which has over $400 million in annual recurring revenue, reported that AI has reduced resolution times and will augment human teams, though headcount and pricing complexities remain.
Zeta Global Holdings, a marketing technology company, is expanding its AI platform through acquisitions that enhance its proprietary data assets. The company is securing large enterprise contracts that leverage its first-party data and AI-driven marketing tools, with recent earnings showing continued growth momentum. Trading at $18.84, Zeta Global's shares have gained 11.5% over the past month and returned 19.1% over the past year. The stock currently trades approximately 35% below analysts' consensus target of $29.08. The company posted revenue of $1.30 billion, though its price-to-earnings ratio of 145.97 times significantly exceeds the software industry average of 26.98 times. Investors are monitoring how recent acquisitions will impact future earnings and whether the company's data and AI capabilities can sustain its competitive advantage in the crowded marketing technology sector.
Zeta Global Holdings reported its 18th consecutive "beat and raise" quarter, with fourth-quarter revenue reaching $395 million, up 25% year-over-year and exceeding guidance by $14 million. Full-year revenue rose 30% to $1.305 billion. The AI marketing platform provider reported fourth-quarter adjusted EBITDA of $95.1 million, with margins expanding to 24.1% from 22.4% year-over-year. For the full year, adjusted EBITDA totalled $278.7 million, with margins rising to 21.4% from 19.2% in 2024. The company also posted positive GAAP net income of $6.5 million in the quarter. Following the results, D.A. Davidson raised its price target to $30 from $29, maintaining a Buy rating and citing scaled customer growth and ARPU expansion.
Zeta Global Holdings has launched Athena, its proprietary AI agent expected to reach general availability by the end of Q1 2026, and completed integration of Marigold to expand its data and loyalty offerings. The company reported its 18th consecutive beat and raise quarter whilst updating annual guidance. Athena places AI-driven decisioning at the centre of Zeta's marketing automation platform, whilst Marigold adds loyalty programmes and consumer data capabilities for retention-focused marketers. Management expects positive GAAP net income in 2026, though the company posted a $31.51 million net loss in 2025. The integration positions Zeta to compete against larger players including Salesforce, Adobe and Oracle in AI-driven marketing suites. The company has filed a $169.8 million shelf registration linked to an employee stock offering.