Zeta Global Holdings Corp.

and welcome to the Zeta second quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. Should anyone require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Matt Fah, Senior Vice President of Investor Relations. Thank you. You may begin.

Thank you, Operator. Hello, everyone, and thank you for joining us for Zeta's second quarter 2025 conference call. Today's presentation and earnings release are available on Zeta's investor relations website at investors.zetaglobal.com, where you will also find links to our SEC filings along with other information about Zeta. Joining me on the call today are David Steinberg, Zeta's co-founder, chairman, and chief executive officer, and Chris Greiner, Zeta's Chief Financial Officer. Before we begin, I'd like to remind everyone that statements made on this call, as well as in the presentation and earnings release, contain forward-looking statements regarding our financial outlook, business plans and objectives, and other future events and developments, including statements about the market potential of our products, potential competition, revenues of our products, and our goals and strategies. These statements are subject to risks and uncertainties that may cause actual results to differ materially from those projected. These risks and uncertainties include those described in the company's earnings release and other filings with the SEC and speak only as of today's date. In addition, our discussion today will include references to certain supplemental non-GAAP financial measures which should be considered in addition to and not as a substitute for our GAAP results. We use these non-GAAP measures in managing our business and believe they provide useful information for our investors. Reconciliations of the non-GAAP measures to the corresponding GAAP measures, where appropriate, can be found in the earnings presentation available on our website, as well as our earnings release and our other filings with the SEC. With that, I will now turn the call over to David.

Thank you, Matt. Good afternoon, everyone, and thank you for joining us today. We delivered another quarter of industry-leading growth fueled by demand for our AI-powered marketing platform. In the second quarter, revenue was $308 million, up 35% year-over-year, and adjusted EBITDA grew by 52% to $59 million, both above our guidance. Zeta's unified platform with AI and proprietary data at the core continues to gain share as marketers look to automate complex workflows and drive measurable ROI at scale. Our first half results and strong sales pipeline provide us with the confidence and visibility to increase the midpoint of our full year revenue guidance by $21 million, which is $10 million more than our second quarter outperformance. A core differentiator driving our market share gains is our relentless focus on AI innovation. This quarter, we launched Zeta Answers, our first prescriptive AI framework, which transforms raw data into automated outcome-driven actions in real time. producing a superior return on investment. Unlike conventional analytics that stop at insights, Zeta Answers closes the loop by delivering immediate next best actions, enabling marketers to execute with precision at scale. Let me provide a couple of examples of how marketers are using Zeta answers today. One of the largest state governments in the United States used Zeta to target job seekers to relocate to their state. Using our circles of influence capability, they engage not only job seekers, but also their close networks of friends, family, and colleagues. driving a 30% higher engagement among audiences whose close contacts were also included. This example also aligns nicely with our new initiative to do more in the public sector. Second, a Fortune 100 technology company used our leading indicators module to identify intent signals and proactively tailor its marketing. resulting in a 10% improvement in engagement. Highlighting our ongoing investment in AI innovation, we recently appointed Nate Yohannes as president of the Zeta Data and AI Lab and global head of research and development. Nate is a proven leader at the intersection of artificial intelligence, product innovation, and public policy, with more than 15 years of experience in senior roles at Meta, Microsoft, and the White House. A key driver of our second quarter growth was the sustainable momentum in our agency business. Our AI-powered platform is resonating with both holding companies and independent agencies. Since our last earnings call, we continued to expand with our large holding company clients, unlocking new capabilities, broadening our scope, and making Zeta even more important to their success. Independent agencies also continued to be a strong growth driver, adopting our platform much like an enterprise client. Since our last earnings call, we platformed three additional independent agencies. Our momentum with independent agencies is building, and the second half pipeline is robust, given that there are hundreds of additional independent agencies that we can serve. A core long-term growth driver is our One Zeta initiative, which aims to accelerate multi-use case adoption across acquisition, growth, and retention. We have found that clients utilizing us for all three use cases start a flywheel that leads to substantially better return on investment, a higher net promoter score, and a stickier customer that broadens their use of the platform over time. Since our last earnings call, we have had several significant one-zeta wins. Let me provide you with a couple of examples. A national discount furniture chain already using our growth module, added both retention and acquisition under one Zeta, consolidating lifecycle and acquisition marketing on a single platform and unifying data, decisioning, and activation. Second, a leading hospitality brand, after demonstrating success with our growth use case, expanded to our retention use case through email, and is now evaluating mobile and CDP integrations, showing how OneZeta deepens return on investment and fuels ongoing expansion. Our growing OneZeta pipeline shows that broadening from one to multiple use case deployments will be a significant driver of growth in the Zeta 2028 plan. And I could not be happier with how quickly the team has hit the ground running, which has given us confidence to accelerate our investment in sales headcount behind this initiative. As we head into the back half of 2025, our AI-driven momentum across the Zeta Answers release, new ZMP rollouts, agency expansions, and One Zeta Wins gives us conviction that our business is poised to capture even more market share going forward. Before I hand it off to Chris, I'm thrilled to announce that Zeta Live returns to New York City for our fifth annual conference on October 9th. This year's theme is Achieve the Impossible. To headline the conference, we have chosen two icons who embody our theme better than anyone. Seven-time Super Bowl champion quarterback and entrepreneur Tom Brady and and 23-time Grand Slam champion and entrepreneur Serena Williams. Together, they are Goat Squared, both changing the game and raising the bar for generations to come. In that spirit, Zeta Live will be a one-day invite-only event this year with no live stream and only on-demand video available after the event. Throughout the conference, We will have three stages of thought leadership sessions by today's leading CEOs, CMOs, athletes, global thought leaders, brand marketers, and advertisers. This year, because of demand, we will have a dedicated stage for Zeta's products and upcoming launches. Registration is already outpacing last year's record attendance. The day before, on October 8th, we will host our second Investor Day, sharing our long-term roadmap, R&D pipeline, and the expanded leadership team driving Zeta's growth. In closing, I couldn't be prouder of Team Zeta for delivering 35% revenue growth and expanding margins at scale. As always, I would like to sincerely thank our customers our partners, Team Zeta, and all of our shareholders for the ongoing support of our vision. Now let me turn it over to Chris to discuss our results in greater detail.