Unlocking Zeta Global Holdings' Market Potential

Zeta Global Holdings achieved 42% YoY revenue growth in Q3 2024, excluding political revenue, a robust 31% increase.
Scaled client ARPU rose 33% YoY to $557K, highlighting strong upselling and cross-selling within accounts.
Adjusted EBITDA grew 59% YoY to $54 million, with margins expanding 2.1 percentage points to 20%.
2024 revenue guidance increased by $61 million to a $986 million midpoint, reflecting 35% YoY growth.
Direct revenue now makes up 70% of total revenue, up from 67%, improving gross margins and client control.

ArtemisDiana

Investment Thesis

Zeta Global Holdings (NYSE:ZETA) rewrites the growth playbook in enterprise software and AI-driven marketing. With a disruptive platform and world-class client relationships, Zeta is adding new customers while driving incremental value deeper within existing accounts. By pairing top-line

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By pairing top-line</p></body></html>","htmlText":"<html><head></head><body><ul>\n <li>Zeta Global Holdings achieved 42% YoY revenue growth in Q3 2024, excluding political revenue, a robust 31% increase.</li>\n <li>Scaled client ARPU rose 33% YoY to $557K, highlighting strong upselling and cross-selling within accounts.</li>\n <li>Adjusted EBITDA grew 59% YoY to $54 million, with margins expanding 2.1 percentage points to 20%.</li>\n <li>2024 revenue guidance increased by $61 million to a $986 million midpoint, reflecting 35% YoY growth.</li>\n <li>Direct revenue now makes up 70% of total revenue, up from 67%, improving gross margins and client control.</li>\n</ul>\n<p></p><img src=\"https://static.tigerbbs.com/7f860985be0f3af938a7865235feefee\">\n<p class=\"item-caption\"></p>\n<p class=\"item-credits\">ArtemisDiana</p>\n<p></p>\n<div class=\"inline_ad_placeholder\"></div>\n<h2><strong><span>Investment Thesis</span></strong></h2>\n<p>Zeta Global Holdings (<span class=\"ticker-hover-wrapper\">NYSE:<a href=\"https://seekingalpha.com/symbol/ZETA\">ZETA</a></span>) rewrites the growth playbook in enterprise software and AI-driven marketing. 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