Mission Statement, Vision, & Core Values of Zeta Global Holdings Corp. (ZETA)

Zeta Global Holdings Corp. (ZETA) is on track to deliver full-year 2025 revenue between $1,273 million and $1,276 million, representing a robust 27% year-over-year growth, but the real story behind that momentum is in their foundational principles. As a seasoned analyst, I know the balance sheet only tells you what happened; the mission, vision, and core values tell you why they can generate $47 million in Free Cash Flow in a single quarter, like they did in Q3 2025. You're looking for the defintive edge in your investment thesis-the qualitative factors that sustain this kind of growth-so how does their focus on leveraging proprietary data and predictive artificial intelligence (AI) translate from a corporate ideal into a tangible competitive advantage?

Zeta Global Holdings Corp. (ZETA) Overview

Zeta Global Holdings Corp. (ZETA) is an American marketing technology company, founded in 2007 by David A. Steinberg and former Apple Inc. CEO John Sculley, with a clear focus on helping businesses acquire, grow, and retain customers through data-driven digital marketing. They built their platform on the premise that a unified view of the consumer, powered by machine learning, would beat the fragmented approach most companies were using.

The core offering is the Zeta Marketing Platform (ZMP), an omnichannel data-driven cloud platform. This platform analyzes billions of structured and unstructured data points to predict consumer intent, essentially telling a brand what a customer is likely to do next. This is the engine that drives everything else for their clients, from email campaigns to personalized advertising.

As of November 2025, ZETA's operational momentum is strong, with the company raising its full-year revenue guidance to a range of $1.273 billion to $1.276 billion. That's a significant top-line number for a company in the highly competitive MarTech (marketing technology) space. The platform is defintely resonating with large brands, serving almost half of the Fortune 100 companies. That's a powerful client list.

Record-Breaking 2025 Financial Performance

You want to know if the growth story is real, and the numbers from the latest reporting period, Q3 2025, speak for themselves. Zeta Global Holdings Corp. just delivered its 17th straight quarter of a beat and raise, which is a consistency you rarely see in high-growth tech. They are executing flawlessly.

For the third quarter ended September 30, 2025, ZETA reported revenue of $337 million, marking a 26% year-over-year increase. Here's the quick math: when you exclude political candidate and LiveIntent revenue, that growth rate accelerates to 28%. More importantly, management's confidence is reflected in the full-year 2025 revenue guidance, which sits at a midpoint of approximately $1.275 billion.

The profitability picture is also improving dramatically. Free cash flow (FCF) for Q3 2025 soared 83% year-over-year to $47 million, achieving a record margin of 14%. The company is not just growing revenue; it's doing so more efficiently, which is why the net loss narrowed substantially to just $3.63 million for the quarter, down from $17.38 million a year ago. If you want to dig deeper into the balance sheet health, I recommend checking out Breaking Down Zeta Global Holdings Corp. (ZETA) Financial Health: Key Insights for Investors.

This financial strength is tied directly to customer commitment. The count of 'Super Scaled Customers'-those generating over $100,000 in annual revenue-grew 25% year-over-year to 180 clients in Q3 2025. That's how you build durable, predictable growth.

ZETA's Leadership in the AI Marketing Cloud

Zeta Global Holdings Corp. has firmly positioned itself as a pioneer in the AI Marketing Cloud landscape, a critical distinction in an industry that is rapidly consolidating around artificial intelligence (AI). CEO David A. Steinberg is clear: 'The reason we are growing at an accelerated rate is simple: we have superior artificial intelligence and data to our competitors.' This confidence is grounded in their technology.

The ZMP platform's competitive edge comes from its ability to leverage its massive, opted-in data set with sophisticated machine learning to create a Consumer Data Platform (CDP+) that informs all marketing decisions. The recent launch of Athena by Zeta™, an AI conversational, superintelligent agent, is a game-changer, simplifying complex marketing workflows and enhancing customer engagement for their enterprise clients.

They are not just talking about AI; they are operationalizing it for Fortune 500 companies. The company's focus is on helping businesses achieve measurable, high-impact outcomes by turning intelligence into a growth engine. They are making AI actionable, not just theoretical.

• Analyze billions of data points.
• Predict consumer purchase intent.
• Automate omnichannel campaigns.
• Drive high-impact ROI for clients.

To really understand the moat Zeta Global is building, you need to see how their platform's data flywheel creates cross-selling opportunities that make clients stickier and more valuable over time. Your next step should be to model the impact of the new Athena product on their 2026 guidance, which is already projecting $1.54 billion in revenue.

Zeta Global Holdings Corp. (ZETA) Mission Statement

The mission statement of Zeta Global Holdings Corp. is not just a tagline; it's the operating thesis that drives their $\mathbf{\$1.275}$ billion business: to enable enterprise businesses to accelerate growth by leveraging Zeta's proprietary data and predictive artificial intelligence (AI) to acquire, grow, and retain consumer relationships. This statement is the blueprint for their platform development and their aggressive market strategy, especially as they've delivered their $\mathbf{17^{th}}$ straight quarter of exceeding guidance as of November 2025.

For you, whether you're an investor or a strategist, understanding this mission is crucial because it maps directly to their financial performance. It tells you exactly where they focus their capital and innovation. Honestly, any mission that doesn't clearly link to measurable business outcomes is just corporate filler, but this one is all about the money and the tech that makes it. You're looking for where the growth comes from, and Zeta Global is clear: it's from applying AI to customer relationship management (CRM).

Core Component 1: Accelerate Growth for Enterprise Businesses

The primary goal is accelerating growth, not just maintaining it. This focus on the enterprise segment-companies spending at least $\mathbf{\$100,000}$ annually-is why their Average Revenue Per User (ARPU) for scaled customers hit $\mathbf{\$532,000}$ in Q2 2025. They're not chasing small-ticket clients; they're building deep, high-value partnerships.

This commitment to acceleration is supported by the sheer volume of their enterprise adoption. As of Q3 2025, the company reported $\mathbf{180}$ Super Scaled Customers (those spending over $\mathbf{\$1}$ million annually), a year-over-year increase of $\mathbf{25\%}$. Here's the quick math: more Super Scaled Customers means more predictable, durable revenue. Also, customers who have been with Zeta Global for more than three years generate an average of $\mathbf{\$2.6}$ million in annual revenue, which is nearly three times the $\mathbf{\$0.9}$ million from customers of less than one year. That's a powerful signal of long-term value creation.

Core Component 2: Leveraging Proprietary Data and Predictive AI

The 'how' of the mission is the Zeta Marketing Platform (ZMP), which is the AI Marketing Cloud. Their competitive edge isn't just the software; it's the proprietary data set and the predictive AI that runs on it. This is what translates a complex financial topic-marketing technology (martech)-into a simple ROI story for their clients.

A recent commissioned Total Economic Impact (TEI) study by Forrester Consulting quantified this value, which is defintely a key data point. The study found that enterprises using the ZMP achieved a massive $\mathbf{295\%}$ return on tech investment and $\mathbf{6x}$ return on ad spend. Plus, the platform delivered $\mathbf{\$21.4}$ million in net present value over three years for a composite organization. That's a concrete example of the AI and data delivering high-quality, measurable results. They even launched 'Athena by Zeta,' a conversational AI agent, in 2025 to further simplify marketing workflows and boost client ROI.

Core Component 3: Acquire, Grow, and Retain Consumer Relationships

This is the core action-the value delivery to their clients. It's a three-part mandate that covers the entire customer lifecycle. The platform is designed to unify identity, intelligence, and omnichannel activation, making sophisticated marketing simple.

The efficiency gains are a direct result of this focus. For example, the Forrester study showed that organizations realized $\mathbf{\$3.2}$ million in annual savings by consolidating technology with the ZMP and achieved a $\mathbf{50\%}$ reduction in campaign setup time. You're not just acquiring customers; you're doing it faster and cheaper. This efficiency is a major driver of the company's improved financials, helping to drive the full-year 2025 Adjusted EBITDA guidance to a midpoint of $\mathbf{\$273.65}$ million. If you want to dive deeper into those numbers, you should check out Breaking Down Zeta Global Holdings Corp. (ZETA) Financial Health: Key Insights for Investors.

• Acquire: Use AI to predict consumer intent.
• Grow: Personalize experiences across every channel.
• Retain: Drive higher customer lifetime value (CLV).

This clear, three-pronged action plan is what gives investors confidence in their raised 2025 full-year revenue guidance of $\mathbf{\$1.275}$ billion at the midpoint.

Zeta Global Holdings Corp. (ZETA) Vision Statement

You're looking at Zeta Global Holdings Corp. (ZETA) and trying to map their core philosophy to the financials, which is smart. The company's vision isn't just fluffy marketing-speak; it's a clear roadmap for their AI-driven platform. The direct takeaway is that their focus on intelligence, individuality, and integrity is directly fueling their accelerating growth and margin expansion, evidenced by their raised 2025 guidance.

The overarching vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation. But the core purpose is sharper: To empower enterprises to thrive in a digital ecosystem with intelligence, individuality, and integrity. This isn't just about selling software; it's about becoming the essential operating system for customer acquisition and retention in a privacy-first world. That's a huge total addressable market (TAM), and they're executing well against it.

Intelligence: The AI-Driven Growth Engine

The first pillar, Intelligence, is where Zeta Global puts its capital to work. Their mission is to enable enterprises to accelerate growth by leveraging proprietary data and predictive artificial intelligence (AI) to acquire, grow, and retain consumer relationships. This is why you see the market reacting so positively to their AI milestones, like the launch of the conversational superintelligent agent, Athena, which is expected to be in client beta by the end of Q4 2025.

Here's the quick math on that execution: For the full year 2025, Zeta Global has raised its revenue guidance to a midpoint of $1.275 billion, representing a strong year-over-year increase. Also, they've seen their Super Scaled Customer count-those generating over $100,000 in annual revenue-grow to 180, a 25% year-over-year increase in Q3 2025. That's a clear signal that the AI-powered platform is resonating with large, high-value clients.

The AI is defintely the differentiator, and it's translating into real operating leverage. This focus on intelligence is why analysts like William Blair are reiterating an Outperform rating, noting the company is trading at an 'incredibly inexpensive' 16 times its estimated 2027 free cash flow compared to peers.

Individuality: Precision and Customer-Centricity

The second pillar, Individuality, speaks to the platform's core capability: personalization at scale. In a world where third-party cookies are fading, Zeta Global's massive proprietary data set (first-party data) is their moat. They use this data to deliver personalized marketing across all addressable channels, including connected TV (CTV) and email.

The goal is to enrich the connections enterprises have with their customers, which is a significant value-add for clients. For example, a recent Forrester Consulting study found that enterprises using the Zeta Marketing Platform achieved a six-time return on ad spend (ROAS) and a 295% return on tech investment. That kind of quantifiable return is what keeps those 180 Super Scaled Customers coming back. If you want to dive deeper into the ownership structure behind this growth, you can check out Exploring Zeta Global Holdings Corp. (ZETA) Investor Profile: Who's Buying and Why?

Integrity: The Foundation for Durable Growth

Finally, Integrity is the non-negotiable foundation, especially in the marketing technology (martech) space where data privacy regulations are only getting stricter. The vision explicitly calls for integrity in the digital ecosystem, which means being a responsible steward of consumer data and building a platform that adheres to evolving global privacy standards.

This commitment is also reflected in the company's financial discipline, which underpins the durability of their growth story. They are aggressively expanding margins, with the full-year 2025 Adjusted EBITDA guidance raised to a midpoint of $273.7 million. Plus, the Free Cash Flow (FCF) guidance for 2025 is now a midpoint of $157.4 million, which is a huge increase and shows they are generating real, tangible cash. That FCF growth is crucial because it signals a path toward sustainable profitability, even with a current negative P/E ratio.

• Focus on AI and first-party data mitigates privacy risk.
• Strong FCF growth provides capital for innovation without excessive debt.
• Low debt-to-equity ratio of 0.29 shows financial prudence.

The market still has some caution due to the ongoing net losses, but the path to positive margins is clear. Your action is to track the margin expansion and the adoption rate of the new Athena AI agent; those are the two key levers for the stock's next move.

Zeta Global Holdings Corp. (ZETA) Core Values

You're looking for the bedrock of Zeta Global Holdings Corp.'s growth, and honestly, it's not just a plaque on a wall. It's built into their platform and their financial results. For a company whose mission is to enable enterprise businesses to accelerate growth-using proprietary data and predictive AI to acquire, grow, and retain consumers-their values are a clear map to their Zeta Global Holdings Corp. (ZETA): History, Ownership, Mission, How It Works & Makes Money. We can distill their operating principles into three core values, all of which are driving their impressive 2025 numbers.

Here's the quick math: when a company hits its 17th straight "beat and raise" quarter, as Zeta did in Q3 2025, it's not luck. It's a culture that delivers predictable, profitable growth.

AI-Driven Innovation and Technology Leadership

This value is about relentlessly building a better mousetrap. For Zeta Global Holdings Corp., this means embedding advanced artificial intelligence (AI) and machine learning into the Zeta Marketing Platform (ZMP) to make sophisticated marketing simple. It's the core of their vision: unifying identity, intelligence, and omnichannel activation. This isn't just talk; it's where the capital goes.

The commitment to innovation was defintely clear in 2025 with the launch of the Athena conversational AI agent. This tool is designed to shift the marketing workflow from query-based decision-making to conversational interactions, which directly supports the investment thesis around product innovation as a growth driver. Plus, their annual Zeta Live 2025 conference, which featured The Chainsmokers discussing AI and culture, reinforces their position as a thought leader, not just a vendor.

• Launch Athena AI for workflow efficiency.
• Unify identity, intelligence, and activation.

Customer Success and Measurable ROI

If you're an enterprise customer, you care about one thing: results. Zeta Global Holdings Corp. grounds its value proposition in delivering a clear return on investment (ROI), and their financial performance in 2025 shows customers are buying in. The focus is on accelerating growth for their clients, not just selling them software. This is a crucial distinction.

A commissioned Total Economic Impact study by Forrester Consulting, released in 2025, found that the Zeta Marketing Platform delivered a 6x Return on Ad Spend for enterprises. That's a massive driver for their revenue growth. The company's Q1 2025 Super-Scaled Customer Average Revenue Per User (ARPU) grew by 23% year-over-year to $1.38 million, which tells you that their largest, most strategic customers are spending more because they are seeing real value. They deliver better results, faster, and at a lower cost.

Data and Intelligence at Scale

The final pillar is the foundation of everything else: proprietary data and intelligence. Zeta Global Holdings Corp. leverages one of the industry's largest proprietary databases, processing trillions of consumer signals. This is their competitive moat in a world where privacy regulations are changing the game. This data-first approach is what allows their AI to work so effectively.

The sheer scale of their data is what empowers their enterprise customers to personalize experiences at an individual level across every channel. For the full fiscal year 2025, Zeta Global Holdings Corp. upgraded its revenue guidance to a range of $1.273 billion to $1.276 billion, a significant upgrade from earlier consensus estimates. This financial confidence is directly tied to the value of their data asset and the predictable revenue it generates. They have the data, so they have the edge.