ZETA Zeta (ZETA) Q4 FY25 earnings call
Zeta delivered another strong quarter, extending its beat-and-raise streak, fueled by its AI-driven platform and successful One Zeta strategy. The company is seeing significant customer expansion and record net revenue retention, with its Athena AI agent on track for general availability. Management raised its 2026 revenue and profit guidance, signaling continued confidence in its market share gains and operating leverage.
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ZETA operating KPIs by quarter
| KPI | This call Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Customers above an annual spend threshold Super-scaled customers | 184We ended the quarter with 184 super-scaled customer customers, up 24% year-over-year, well above our target of 4% to 8%.Source: earnings call transcript | 189Total super-scaled customer count grew to 189, up 19% year-over-year and an addition of 5 customers sequentially.Source: earnings call transcript | 197Super-scaled customers grew to 197, up 17% year-over-year, more than double our 4% to 8% 2028 model growth rate, driven by demand for Athena.Source: earnings call transcript | +4.2% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.