Zeta Global Holdings Corp. Earnings Recaps
Q1 2026
May 1, 2026
Shares of Zeta rose 4.4% after earnings, as the company delivered both revenue and EBITDA growth ahead of expectations, highlighted by accelerating organic revenue and the ongoing adoption of its AI-powered Athena platform. Management raised full-year revenue guidance for the second consecutive quarter, reflecting continued market share gains.
Key takeaways
- Q1 revenue reached $396 million, up 50% year-over-year and accelerating to 29% growth ex-acquisitions and political.
- Adjusted EBITDA was $66 million, increasing 42% from the prior year.
- Management raised the 2026 revenue guidance midpoint by $30 million, now implying 37% annual growth.
- Strong early adoption of Athena—the company’s AI marketing interface—contributed to the revenue beat, helping close significant new enterprise deals and drive ARPU up 21% year-over-year among “super-scaled” customers.
- Net retention remained above target, with Zeta citing marquee client wins and expansion in key segments driven by its proprietary data and AI advantages.
Q3 2025
Nov 5, 2025
Zeta's Q3 '25 results showcase continued momentum, achieving $337 million in revenue (up 28% YoY) and a record free cash flow margin of 14%, as the company propels forward with its AI-driven marketing solutions.
Key takeaways
- Adjusted EBITDA of $78 million reflects a robust 46% YoY growth, demonstrating improved profitability.
- The successful Zeta Live event drew a record audience, increasing attendance by 35%, signifying strong interest in Zeta's offerings.
- Launch of Athena, an AI superintelligent agent, positions Zeta at the forefront of marketing technology, enhancing client interaction and operational efficiency.
- Ongoing integration of acquired technologies is expected to significantly boost OneZeta adoption, contributing to accelerated revenue growth into 2026.