ZETAZeta Global Holdings Corp
Earnings Recap
• Reported GAAP EPS of -$0.06 up 40.00% YoY • Reported revenue of $396.3M up 49.88% YoY • Zeta Global increased its full year 2026 revenue guidance to $1,785 million at the midpoint, up 37% Y/Y, and raised adjusted EBITDA guidance to a range of $396.2 million to $398.4 million. The company also guides to positive GAAP Net Income for full year 2026.
Bullish
Zeta Global achieved 50% Y/Y revenue growth, exceeding guidance, and raised full year revenue outlook. The Athena AI platform saw strong early adoption, driving increased agent interactions and customer ARPU.
Bearish
Zeta Global reported an increased operating loss and net loss, alongside a compression in adjusted EBITDA and free cash flow margins. The company also faces risks from third-party data collection standards.