$ZETA

ZETA is scheduled to announce Q4 earnings results on Tuesday, February 24, after market close.
The consensus EPS estimate is $0.23 and the consensus revenue estimate is $379.25M (+20.5% Y/Y).
Over the last 1 year, ZETA has beaten EPS estimates 0% of the time and has beaten revenue estimates 100% of the time.
Over the last 3 months, EPS estimates have seen 2 upward revisions and 6 downward revisions. Revenue estimates have seen 12 upward revisions and 0 downward revisions.
After the SaaSpocalypse, selling started in the stock. Zeta does not fully fall into this group; but just like $SOFI is not really inside $XLF, Zeta is not exactly in that bucket either. Its metrics are positive: growth continues, ARPU is increasing, and most of the company’s revenue comes from long term customers. In fact, Zeta is not one of the companies threatened by AI, but one of the companies turning AI into commercial value but Wall Street is not approaching the topic that way right now. On the financial side, Zeta has beaten expectations for the last 17 quarters and its ER quality is very good. It has started to show EBITDA growth and record FCF generation. It exceeded Rule of 40 performance, has been increasing its EBITDA margin for quarters, and is no longer a company that burns cash for growth. I hope this ER becomes a turning point and the stock reacts sharply to the upside.
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