secwatch.observer — SEC 8-K summary
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Issuer:     Zeta Global Holdings Corp. (ZETA)
CIK:        0001851003
Form:       8-K
Filed at:   2026-08-04T20:05:17+00:00
Accession:  0001193125-26-332770
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Zeta Global Q2 revenue $443M (+44% YoY), raises FY2026 guidance, achieves positive GAAP net income
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1851003/000119312526332770/0001193125-26-332770-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1851003/000119312526332770/zeta-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-332770

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer