Marketing Technology / SaaS / Customer Data Platforms
Strategic Profile
The Zeta Marketing Platform leverages advanced artificial intelligence and trillions of consumer signals and is the largest omnichannel marketing platform with identity data at its core. Zeta's AI-driven platform and unique data approach position it for rapid market share gains, stronger revenue growth, and superior customer retention as industry adoption accelerates.
Cyborg Score Rationale
Zeta reported Q3 2025 revenue of $337M with 28% YoY growth, exceeding forecasts, while adjusted EBITDA rose 46% and free cash flow increased 83%. The company has new partnership with Open AI and strong revenue growth guidance of 21% for 2026. However, the company faces profitability challenges with negative EPS currently.
Top Insights
Q3 2025 reported revenue of $337M with 28% YoY growth, adjusted EBITDA rose 46% and free cash flow increased 83%
New partnership with OpenAI and 21% revenue growth guidance for 2026
Zeta has 450+ scaled enterprise customers with revenue of at least $100,000 trailing twelve months, diversified across multiple verticals
Zeta continues to grow organically in the high-20% range while expanding margins through multiple market cycles and acquisition integrations