earnings
confidence high
sentiment positive
materiality 0.85
Zeta Global Q2 revenue $443M (+44% YoY), raises FY2026 guidance, achieves positive GAAP net income
Zeta Global Holdings Corp.
- Q2 revenue $443M, up 44% YoY, exceeding midpoint guidance by $23M (5%).
- GAAP net income $8M ($0.03 EPS); adjusted EBITDA $92M (20.7% margin, rule of 64).
- Super-Scaled customers 197 (+17% YoY), ARPU $1.8M (+17% YoY), ahead of 2028 model.
- FY2026 revenue guidance raised to $1,818M midpoint (+$33M); adjusted EBITDA to $405.2M midpoint (+$7.9M).
- Q2 free cash flow $58M (+73% YoY); FY FCF guidance raised to ~$255M midpoint.