{"filings":[{"id":96224,"accession_number":"0001193125-26-197172","cik":1851003,"company_name":"Zeta Global Holdings Corp.","ticker":"ZETA","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zeta Global Q1 revenue $396M (+50% YoY); raises FY2026 revenue guidance to $1,785M midpoint","event_type":"earnings","confidence":"high","bullets":["Revenue $396M, +50% YoY, exceeding guidance midpoint by $26M; 19th consecutive beat-and-raise quarter.","Super-Scaled customers grew to 189 (+19% YoY); ARPU $1.7M (+21% YoY).","Full-year 2026 revenue guidance raised $30M to $1,785M midpoint (+37% YoY); adjusted EBITDA guidance raised to $396.2-398.4M.","Q2 2026 revenue guidance $419-422M (+36-37% YoY); adjusted EBITDA margin 20.4-20.8%.","Athena AI platform drove >7X more agent interactions in first week; accounts for over 60% of AI platform usage."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":396304000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109926,"accession_number":"0001193125-26-066951","cik":1851003,"company_name":"Zeta Global Holdings Corp.","ticker":"ZETA","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zeta Global Q4 revenue $395M (+25% YoY), guides FY2026 revenue $1.75B+; positive GAAP net income milestone","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $395M (+25% YoY); full year revenue $1,305M (+30% YoY).","Q4 GAAP net income $6.5M (positive); FY2025 operating cash flow $199M (+49%), FCF $165M (+78%).","Increased FY2026 revenue guidance to $1,749-1,762M (from $1,730M), adjusted EBITDA to $389.9-392.1M.","Increased Q1 2026 revenue guidance to $369-371M (from $362M), adjusted EBITDA to $61.2-61.8M.","New 2028 targets: revenue at least $2.3B, adjusted EBITDA at least $573M, FCF at least $371M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":1304668000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109925,"accession_number":"0001193125-26-041153","cik":1851003,"company_name":"Zeta Global Holdings Corp.","ticker":"ZETA","form_type":"8-K/A","filed_at":"2026-02-06T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Zeta completes $302.8M acquisition of Marigold Enterprise Business; revenue $238.2M, net loss $11.6M","event_type":"m_and_a","confidence":"high","bullets":["Revenue $238.2M, net loss $11.6M, operating loss $14.3M for fiscal year ended June 30, 2025.","Goodwill of $229.5M and intangible assets of $91.4M recognized on combined balance sheet.","Total consideration up to $302.8M: $99M cash, $92M stock at closing, $111.8M seller note.","Transaction closed Nov. 24, 2025; audited financials and pro forma included in this 8-K/A."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126506,"accession_number":"0001193125-25-293671","cik":1851003,"company_name":"Zeta Global Holdings Corp.","ticker":"ZETA","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["2.01","3.02","7.01","9.01"],"status":"ready","headline":"Zeta closes $325M Marigold acquisition, raises 2025 & 2026 revenue and EBITDA guidance","event_type":"m_and_a","confidence":"high","bullets":["Acquired Marigold Enterprise Business for up to $325M: $100M cash + 5.33M shares + up to $125M seller notes.","FY2025 revenue guidance raised to $1,289-1,292M (midpoint $1,290.4M), adj EBITDA to $274.2-275.1M.","FY2026 revenue guidance raised to at least $1,730M, adj EBITDA to $385.4M, free cash flow to $224M.","Q4 2025 revenue guidance $378.8-381.8M (includes $15.8M Marigold), adj EBITDA $90.7-91.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126505,"accession_number":"0001193125-25-264645","cik":1851003,"company_name":"Zeta Global Holdings Corp.","ticker":"ZETA","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zeta Global Q3 revenue $337M (+26% YoY), beats guidance; raises FY25 outlook","event_type":"earnings","confidence":"high","bullets":["Revenue of $337M, +26% YoY and $9M above guidance midpoint; Super Scaled Customers up 25% YoY to 180.","Adjusted EBITDA guidance raised: FY25 now $273-274M vs prior $265M; Q4 revenue guided $363-366M.","Initial FY26 guide: revenue $1,540M (+21%), adjusted EBITDA $354M (+29%), FCF $209M (+33%).","Free cash flow Q3 record $47M (14% margin), up 83% YoY; operating cash flow $58M, +68% YoY.","Board authorized $200M stock repurchase program through Dec 2027; $199M remaining as of Sep 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":910030000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143252,"accession_number":"0001193125-25-225008","cik":1851003,"company_name":"Zeta Global Holdings Corp.","ticker":"ZETA","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["3.02","8.01","7.01","9.01"],"status":"ready","headline":"Zeta Global to acquire Marigold's enterprise business for up to $325M; reaffirms guidance","event_type":"m_and_a","confidence":"high","bullets":["Total consideration up to $325M: $100M cash + $100M stock at close, plus up to $125M seller note payable within 3 months.","Acquires Marigold's enterprise software (Loyalty, Cheetah Digital, Selligent, Sailthru, etc.) adding 100+ global enterprise brands.","Transaction accretive to adjusted EBITDA and FCF in year one; Zeta reaffirms Q3 and FY2025 guidance.","Expected close by end of 2025; Marigold's SMB businesses (Campaign Monitor, Emma) not included.","Deal expands Zeta's EMEA and APAC footprint, creates cross-sell opportunities with One Zeta model."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143251,"accession_number":"0000950170-25-103002","cik":1851003,"company_name":"Zeta Global Holdings Corp.","ticker":"ZETA","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Zeta Global Q2 revenue $308M (+35% Y/Y); raises FY guidance, announces $200M buyback","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $308M, up 35% Y/Y, exceeding guidance midpoint by $11M; FCF $34M (+69% Y/Y).","FY25 revenue guidance raised to $1,258-1,268M (+$21M midpoint); FCF guidance $140-144M.","Board authorized new $200M stock repurchase program through Dec 2027; $85M of prior $100M already used.","Q3 revenue guidance $327-329M (22-23% Y/Y growth); adjusted EBITDA margin ~21.5%.","Zero net dilution in Q2 vs Q1; SBC target $190M for FY25."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":572861000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161383,"accession_number":"0000950170-25-083747","cik":1851003,"company_name":"Zeta Global Holdings Corp.","ticker":"ZETA","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"Co-founder John Sculley retires from Zeta Global board; becomes Vice Chairman Emeritus","event_type":"leadership","confidence":"high","bullets":["John Sculley retired as director effective June 9, 2025, after 17 years as co-founder and board member.","He will remain as Vice Chairman Emeritus, serving as a trusted advisor to CEO David A. Steinberg.","No replacement for Sculley’s board seat has been announced.","Stockholders re-elected directors Jené Elzie and William Royan with 88.4% and 98.0% of votes cast, respectively.","Advisory vote on executive compensation passed with 93.1% support; Deloitte ratified as auditor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}