Zeta Global Holdings Corp. ZETA
Zeta is a leading AI-powered omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software. 10-K, Item 1
- Employees
- 3,300
- Headquarters
- New York, NY
- CEO
- David Steinberg / ACI Investment Partners, LLC
- Next results
- around Feb 23, 2027
ZETA among Technology peers
Six ratios from the latest 10-K. Each corner is the share of 230 peers the company is above, not a score.
What changed
5 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Feb 25, 2026 against Feb 26, 2025.
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
Accounting checks
10 checks on the latest 10-K. Checks, not verdicts.
1fact worth reading about the other 9 checks found nothing to note
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Critical audit matters changedNew this year: Acquisitions (“The Company closed its acquisition of LiveIntent, Inc. (“LiveIntent”) on October 21, 2024. The Company concluded that the transaction represents an acquisition of a business under ASC 805, Business Combinations. The Company uses the purchase method of accounting in accordance with ASC 805, Business ”). No longer listed: Revenue Recognition
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Receivables +37.1% ($235.2M to $322.4M) vs revenue +29.7% ($1.0B to $1.3B), +7.3 pts apart
8 more checks with nothing to note
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Cash from operations $198.9M vs net income −$31.5M (FY ending Dec 31, 2025)
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Same auditor in both 10-Ks: Deloitte & Touche LLP
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No statement of substantial doubt about going concern
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No 8-K item 4.02 in the last 2 years
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No NT 10-K or NT 10-Q in the last 2 years
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No sentence in the 10-K concludes that controls were not effective because of a material weakness
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No 8-K item 2.06 in the last 2 years
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No 8-K item 1.03 in the last 2 years
In their words
5 paragraphs in Risk Factors that were not in the 10-K filed Feb 26, 2025. Quoted as filed.
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Item 1A · new paragraph · not in the 10-K filed Feb 26, 2025 10-K, ITEM 1A
In the European Union, we are also indirectly subject to the requirements of the Digital and Operational Resilience Act (“DORA”) in the EU, as contractually imposed on us, by customers that are financial institutions directly subject to DORA. Consequently, we have an increased compliance burden in this regard, which may require…
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Item 1A · new paragraph · not in the 10-K filed Feb 26, 2025 10-K, ITEM 1A
We may use and modify certain third party generative AI models that may be made available under an open source license. In certain cases, we may train our models for our generative AI Technologies on datasets that may be open source, and we may not be certain that some licensors of certain open source datasets had sufficient rights in…
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Item 1A · new paragraph · not in the 10-K filed Feb 26, 2025 10-K, ITEM 1A
In the United States and internationally, AI is the subject of evolving review by various governmental and regulatory agencies, including the SEC and the FTC and amongst the states, and changes in laws, rules, directives and regulations governing the use of AI may adversely affect the ability of our business to use or rely on AI. For…
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Item 1A · new paragraph · not in the 10-K filed Feb 26, 2025 10-K, ITEM 1A
Furthermore, over 140 member jurisdictions of the G20/Organization for Economic Co-operation and Development (“OECD”) have agreed to participate in an accord commonly referred to as “Pillar Two” to set a minimum global corporate tax rate of 15%. Although many member jurisdictions have advanced Pillar Two by enacting legislation and…
New risk paragraphs, against peers
Latest 10-K of each, Technology companies closest in revenue
Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.
Financial performance
Last 4 fiscal years · 10-K XBRL
| Metric | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Revenue | $591.0M | $728.7M | $1.0B | $1.3B |
| Net income | −$279.2M | −$187.5M | −$69.8M | −$31.5M |
| Operating cash flow | $78.5M | $90.5M | $133.9M | $198.9M |
| Free cash flow | $56.3M | $70.0M | $108.1M | $185.1M |
Revenue, FY2019 to FY2025
Ten fiscal years, each from its own 10-K · XBRL · USD
$1.3B ▲ 29.7% in FY2025−$31.5M in FY2025$185.1M ▲ 71.2% in FY2025
Recent filings
3 filings in the last 30 days · SEC EDGAR
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Planned saleNov 13, 2026BOSCH III SPV LLC (Stockholder) gave notice of a planned sale of 356,608 shares worth about $13.1M Form 144, approximate sale date Nov 13, 2026
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8-KNov 9, 2026Quarterly results 8-K item 2.02
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10-QNov 9, 2026Quarterly report (10-Q) period ended Sep 30, 2026
About the company
Zeta Global Holdings Corp., New York, NY · from the 10-K filed Feb 25, 2026
Zeta is a leading AI-powered omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software. We empower our customers to target, connect and engage consumers through software that delivers personalized marketing across all addressable channels, including email, social media, web, chat, Connected TV (“CTV”) and video, among others. Our Generative AI (GenAI)-driven marketing solutions enable brands to personalize experiences at scale, measure impact with precision and optimize marketing spend to increase return on investment (“ROI”).
- Headquarters
- New York, NY
- Country
- United States
- Reports in
- USD
- Listed on
- NYSE
- Fiscal year ends
- December 31
- Last results
- Nov 9, 2026
- Incorporated in
- DE
Employees, at the top of the page: "As of December 31, 2025, we had approximately 3,300 employees, including approximately 2,000 employees located outside of the U" (10-K). Address and exchange: SEC's company file.
Email alerts
Sources
The 10-K filed Feb 25, 2026 (open at SEC), compared with the 10-K filed Feb 26, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.
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