earnings
confidence high
sentiment positive
materiality 0.80
Zeta Global Q4 revenue $395M (+25% YoY), guides FY2026 revenue $1.75B+; positive GAAP net income milestone
Zeta Global Holdings Corp.
2025-FY EPS reported
-$0.14
revenue$1,304,668,000
- 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.
item 2.02item 9.01