Zeta Global announced its financial results for the first quarter ended March 31, 2025, on May 1, 2025, marking its 15th consecutive 'beat and raise' quarter. The company reported revenue of $264.4 million, a robust 36% increase year-over-year, exceeding market expectations. Adjusted EBITDA increased 53% year-over-year to $46.7 million, achieving a 17.7% margin, a 200 basis point expansion.
The company raised its second-quarter 2025 revenue guidance to $297 million, up 30% year-over-year, and its full-year 2025 revenue guidance to $1.242 billion, representing 23% reported growth. Full-year Adjusted EBITDA guidance was also raised to $258.5 million, a 34% increase year-over-year. Zeta repurchased $25 million worth of stock in Q1 2025 and an additional $21 million between April 1-25.
Operational metrics continued to show strength, with scaled customer count growing 19% year-over-year to 548, and super-scaled customer ARPU jumping 23% to $1.4 million. The direct platform revenue mix increased to 73% from 67% in the prior year. The company also announced a significant reduction in share count dilution, targeting 4-6% in 2025 and 3-4% in 2026.
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