Zeta Global reported a 25.6% year‑over‑year increase in third‑quarter revenue, reaching $337.17 million and surpassing analyst expectations. The company also unveiled a partnership with OpenAI to embed a generative voice model into its Athena marketing platform, positioning Zeta for accelerated growth in AI‑driven advertising.
Q3 Revenue Beats Forecast
Revenue Growth Highlights
Revenue rose from $264.42 million in the first quarter to $337.17 million in the third quarter, driven by strong demand for data‑centric advertising solutions. Earnings per share were $0.18, slightly below the consensus estimate of $0.19, while the trailing EPS remains at –$0.12.
OpenAI Voice Model Integration
Platform Enhancements
The new collaboration integrates OpenAI’s voice model into Zeta’s Athena suite, enabling personalized, conversational advertising experiences. This capability expands Athena beyond text‑based personalization, offering marketers a powerful tool for voice‑enabled campaign execution and improved customer engagement.
Growth Outlook and Valuation
Analysts project a 35% year‑over‑year revenue increase for the upcoming fiscal year, targeting $1.7 billion in sales. The company trades at roughly 22 times forward free cash flow, reflecting a compelling risk‑reward profile as AI integration fuels organic growth.
Potential Market Impact
Embedding generative voice technology positions Zeta to attract new clients and retain existing ones by delivering sophisticated, conversational ad experiences. The expansion into voice‑enabled campaigns opens additional revenue streams within the rapidly growing digital marketing landscape.
Bottom Line
Zeta Global’s strong Q3 revenue performance, combined with the strategic OpenAI voice model partnership, creates a clear growth narrative. While EPS fell short of expectations, the revenue beat and AI integration support the company’s ambitious targets for the next fiscal year, making it a noteworthy contender in the AI‑enhanced marketing sector.
