Daniel Romero

Daniel Romero

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Daniel Romero
Daniel Romero
Zeta Global: Deep Dive

Zeta Global: Deep Dive

AI-powered, Founder-led, Growing Sales at 36%, FCF-Positive, and Trading at 13x NTM EBITDA and 10x 2028 FCF

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Daniel Romero
Jun 30, 2025
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Daniel Romero
Zeta Global: Deep Dive
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Zeta Global is quietly becoming an end‑to‑end, AI‑native marketing cloud that is eating the market share of legacy providers like Adobe, Salesforce, and Oracle.

High growth, rapidly improving margins, AI tailwinds, and a $1+ trillion TAM make Zeta Global a compelling stock for those looking to invest in companies poised to see the largest productivity gains in the new technological era.

Let’s explore the opportunity in depth.

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1 | Company Background

Zeta Global - PR Firm - PR Agency - Public Relations Agency of Year: 5WPR

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