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Stock impact report

ZETA's Path to Profitability: Sustainable or a Mere One-Time Event? [Yahoo! Finance]

Zeta Global Holdings Corp. Class A (ZETA) 
Company Research Source: Yahoo! Finance
Zeta Global ZETA reported its 18th consecutive “beat and raise” quarter in its fourth-quarter 2025 earnings release. The primary point of interest was $6.5 million in net income, accompanied by a 1.7% margin. This was a significant detour from the net losses that characterized the company's early years. Factors, including a maturing customer base, operational prowess and healthy free cash flow aiding investments, drove profitability during the quarter, and we expect them to continue. In the fourth quarter of 2025, super-scaled customers (customers from which ZETA generates at least $1 million in revenues on a trailing 12-month basis) gained 24% year over year to 184. A 174-basis-point year-over-year expansion in adjusted EBITDA displayed ZETA's operationally efficient business model. Finally, a 78% year-over-year hike in the free cash flow (FCF), logging a margin of 13%, supports sustainable profit requiring the cash to be invested to generate more profits. Zeta Global's manage Show less Read more
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