🗓 May 12, 2025

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🧠 What They Do

Zeta Global is an enterprise AI marketing company founded in 2007 by David A. Steinberg and former Apple CEO John Sculley.
Its flagship product, the Zeta Marketing Platform (ZMP), uses AI and proprietary consumer data to help brands personalize and orchestrate customer experiences across channels — email, web, mobile, and ads.

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📈 Financial Performance (as of FY2024 / 2025 Guidance)

• 💵 2024 Revenue: $1.006B (+38% YoY)
• 🔮 2025 Revenue Forecast: $1.237B–$1.247B
• 📊 Adj. EBITDA (2024): $193M (+49% YoY)
• 📈 2025 EBITDA Guidance: $257.5M–$259.5M
• 💸 Free Cash Flow (2024): $92M (+69% YoY)
• 💰 2025 FCF Forecast: $127.5M–$131.5M
• 📉 GAAP Net Loss (2024): $70M — largely due to stock-based comp
• 🏷 Market Cap (May 2025): ~$3.1B
• 📈 Stock YTD: +48%

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🤖 Product Highlights

• Zeta Marketing Platform (ZMP): Real-time data activation, customer journey orchestration, and predictive targeting
• Zeta Data Cloud: Tracks 235M+ U.S. identities and 2.4B+ behavioral signals per day
• Zeta AI: Delivers hyper-personalized content and channel optimization powered by machine learning

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🧩 Clients & Use Cases

Used by major enterprises across retail, healthcare, travel, telecom, and finance.
Positioned as an AI-first alternative to legacy marketing clouds from Salesforce, Adobe, and Oracle.

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🧠 Leadership & Vision

• CEO: David A. Steinberg
• Co-Founder: John Sculley (ex-Apple CEO)
• Strategy: Consolidate fragmented martech stacks under Zeta’s AI-driven architecture and gain share in enterprise marketing

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💡 Why It Matters

Zeta is executing a bold play: enterprise-grade marketing AI at scale. With accelerating revenue, rising margins, and control of massive first-party data — it’s positioned as a serious long-term player in intelligent customer engagement.

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