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Stock impact report

Zeta (ZETA) Q4 2025 Earnings Transcript [Globe and Mail, The (Toronto, Canada)]

Zeta Global Holdings Corp. Class A (ZETA) 
Co-Founder, Chairman, and Chief Executive Officer — David Steinberg Chief Financial Officer — Christopher Greiner Sr. Director, Investor Relations — Matthew Pfau Need a quote from a Motley Fool analyst? Email pr@fool.com Takeaways Revenue growth -- $395 million in fiscal fourth quarter ended Dec. 31, 2025, up 28% year over year excluding acquisitions and political candidate revenue, and an acceleration sequentially from the fiscal third quarter. Adjusted EBITDA -- $95.1 million in fiscal fourth quarter, a 35% increase year over year, delivering a margin of 24.1%, and marking the 20th consecutive quarter of year-over-year margin expansion. Free cash flow -- $55.8 million in fiscal fourth quarter, representing a margin of 14% and a year-over-year increase of 76%, with a free cash flow conversion of 59% versus 45% in the fiscal fourth quarter of 2024. GAAP net income -- $6.5 million in fiscal fourth quarter, having turned positive from a net loss of $3.6 million in the p Show less Read more
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