Apr. 28 at 7:50 PM
$ZETA is a compelling growth story in software. In 2025, revenue grew 30% YoY to
$1.305B, with Q4 revenue up 25% YoY to
$395M, marking their 18th consecutive beat-and-raise quarter. What stands out is the strong free cash flow, with
$199M in operating cash flow (+49% YoY) and
$165M in free cash flow (+78% YoY).
The company’s fundamentals are solid: strong revenue growth, expanding free cash flow, high gross margins, and an AI-driven platform. Zeta’s 2026 revenue guidance of
$1.75B to
$1.76B shows continued momentum.
While not "cheap" by every metric, for a company growing revenue 30% with faster FCF growth, the market may be underestimating the long-term upside. I remain bullish on
$ZETA.
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