earnings
confidence high
sentiment positive
materiality 0.90
Zeta Global Q1 revenue $396M (+50% YoY); raises FY2026 revenue guidance to $1,785M midpoint
Zeta Global Holdings Corp.
2026-Q1 EPS reported
-$0.06
revenue$396,304,000
- 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.
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