Zeta Global (ZETA) 18th Annual Emerging Technology Summit summary

Business overview and platform strategy

• Focuses on helping large consumer enterprises acquire, grow, and retain customers through a unified MarTech and AdTech platform.

• Platform integrates identity, signal, and intelligence assets for omnichannel marketing, offering a unique value proposition.

• Works with about 44% of the Fortune 100 and many other large enterprises.

Financial targets and growth plans

• Achieved $1B revenue and $200M EBITDA targets for 2025 a year early; expects $2.1B revenue by 2028.

• Projects 20% organic growth rate annually, with EBITDA margin expansion to 25% by 2025 and 16% free cash flow margin.

• Growth driven by increased customer count, higher ARPU, and expansion into agency segments.

Agency and customer expansion strategy

• Significant push into agency business since 2020, now working with top five global agency holdcos and targeting 1,000+ mid-tier agencies.

• Agency model enables rapid expansion across brands and use cases, with mid-tier agencies offering thousands of potential customers.

• Aims to increase share of client marketing spend from 1% to 2–3%, leveraging new sales motions and platform capabilities.