Plan wykupu o wartości 100 milionów dolarów + odpowiedź na raport o shortowaniu! ZETA rośnie o ponad 20% przed otwarciem rynku, po wcześniejszym spadku o ponad 50% w ciągu dwóch dni
Futu news reported on November 14 that an AI-driven marketing platform. $Zeta Global (ZETA.US)$ The stock has risen before the market opens. As of the time of writing, the stock is up 20.78%, trading at $21.45, with a pre-market transaction volume of $5.7338 million. It is worth noting that the stock had previously fallen over 50% in the last two days.
Market source: futubull >> In response to the institutions' short-selling report.
On Tuesday, the short-selling agency Culper Research released a report stating that Zeta has formed a "two-way" contractual relationship with a third party, simultaneously acting as both a supplier and buyer of consumer data. According to the report, Zeta has built its own "consent farm" network (i.e., fraudulent websites collecting personal information by offering bribes like gift cards or fictitious job interviews) to gather millions of consumers' data under false pretenses.
Culper believes that these "consent farms" have driven almost all of Zeta's growth over the past two years, now accounting for 56% of its reported adjusted EBITDA. Culper is concerned that Zeta "may face devastating regulatory actions."
In response to the short-selling report released by Culper Research, Zeta strongly refuted the misleading and false accusations in the report yesterday. The company emphasized that its independent auditing firm is Deloitte, not Ernst & Young as incorrectly mentioned in the report, and confirmed confidence in its internal accounting processes and controls.
Zeta clarified that the revenue generated from clients who are both buyers and suppliers is negligible, and as of the third quarter of 2024, the combined revenue contribution from Apptness and ArcaMax is less than 3%. Additionally, the company denied operating a 'consent farm' and reaffirmed its commitment to data protection and privacy compliance.
Image source: IR official website. Share buyback plan
Zeta announced a share buyback plan yesterday, which will repurchase up to $0.1 billion of Class A common stock by December 31, 2026.
Performance for the third quarter of the 2024 fiscal year
As early as this Monday, Zeta released its performance for the third quarter of fiscal year 2024, with outstanding results, the stock price reached an all-time high. The specific performance and guidance are as follows:
-
Revenue was 0.268 billion USD, compared to 0.189 billion USD in the same period last year, an increase of approximately 42% year-on-year.
-
Net income was -17.38 million USD, compared to -43.09 million USD in the same period last year, with losses narrowing by approximately 60% year-on-year.
-
The diluted earnings per share were -0.09 USD, compared to -0.27 USD in the same period last year, with losses narrowing by approximately 67% year-on-year.
-
Adjusted EBITDA was 53.6 million USD, compared to 33.7 million USD in the same period last year, an increase of approximately 59% year-on-year.
Fourth quarter performance guidance for the 2024 fiscal year.
-
The expected revenue is between 0.293 billion and 0.297 billion USD, an increase of approximately 39% to 41% year-on-year. The median is 0.295 billion USD, which is 32 million USD higher than the previous guidance of 0.263 billion USD.
-
The expected adjusted EBITDA is between 64.9 million and 66.9 million USD, an increase of approximately 45% to 49% year-on-year. The median is 65.9 million USD, which is 6.5 million USD higher than the previous guidance of 59.4 million USD.
About the company
Zeta Global is a company that provides data-driven cloud platform services, and its Zeta marketing platform uses advanced data analytics and machine learning technologies to provide consumer intelligence and marketing automation solutions for businesses across multiple industries.
Related Links:
Zastrzeżenie: Treść tego artykułu odzwierciedla wyłącznie opinię autora i nie reprezentuje platformy w żadnym charakterze. Niniejszy artykuł nie ma służyć jako punkt odniesienia przy podejmowaniu decyzji inwestycyjnych.
Może Ci się również spodobać
Naciśnięcie hamulca, ale OpenAI zamierza pozyskać kolejne 200 miliardów
Raport kwartalny poniżej oczekiwań, brak wzrostu przychodów! Nike ogłasza nową rundę zwolnień, w tym roku akcje spółki "najgorsze w historii", prawie przecenione o połowę|Wiadomości finansowe
Przychody Nike w ostatnim kwartale spadły o 4% rok do roku, a prognoza na cały rok znacznie odbiega od oczekiwań. Skorygowany zysk na akcję ma wynieść jedynie 1,15-1,35 USD, podczas gdy analitycy oczekiwali 1,68 USD. Nowy plan redukcji zatrudnienia "Pace" ma na celu zaoszczędzenie 2,5 miliarda dolarów do 2031 roku. Ocena na Wall Street spadła do najniższego poziomu od 25 lat, docelowa cena akcji według Bank of America to tylko 30 USD, a oczekiwania dotyczące ożywienia sprzedaży zostały przesunięte na rok 2028.
Pozornie spokojny rynek akcji USA: indeksy o krok od nowych szczytów, ale niemal wszystkie sektory mocno ucierpiały
Rentowność 10-letnich obligacji skarbowych USA wzrosła do 5,34%, co po cichu rozrywa rynek: indeks S&P 500 jest mniej niż 2% od historycznego maksimum, ale w ciągu ostatniego miesiąca mediana składników S&P 500 spadła o 5%, a indeks ważony równomiernie spadał przez siedem kolejnych tygodni. Ponad 1/3 małych spółek stało się „firmami zombie”, akcje banków spadły od szczytu o ponad 12%, a sektor użyteczności publicznej jest o krok od rynku niedźwiedzia. Aktualnie jedynym wsparciem są giganci technologiczni AI — jeśli oczekiwania zysków z AI się załamią, ukryte ryzyko powszechnego załamania rynku może nagle się ujawnić.

