Zeta Global Holdings Corp.: Beat — EPS $0.38, Revenue $492.66M
Earnings BeatQ3 2026 · After-market
Did Zeta Global Holdings Corp. (ZETA) beat earnings today?
Yes, Zeta Global Holdings Corp. (ZETA) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+40.74% surprise
$0.38Actual
Expected: $0.27
vs. year ago +58.3%
Total Revenue+4.58% surprise
$492.66MActual
Expected: $471.08M
vs. year ago +46.1%
Released Nov 09 · 4:05 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $492.66M | $337.17M | +46.1% |
| Net Income | $38.27M | $(3.634M) | - |
| GAAP Diluted EPS | $0.14 | $(0.02) | - |
| Non-GAAP EPS | $0.38 | $0.24 | +58.3% |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | FY2026 Outlook | ||
|---|---|---|---|---|
| Guidance | Expected | Guidance | Expected | |
| Revenue | $521M-$525M (+32-33% YoY; +22-24% YoY excl. M&A and political candidate revenue; prev. $508M | $510.36MBeat +2.48% | $1,853M-$1,857M (+42% YoY; +27% YoY excl. M&A and political candidate revenue; prev. $1,818M | $1.82BBeat +1.92% |
| Adjusted EBITDA | $135.2M-$136.3M (+42-43% YoY; 25.7-26.2% margin; prev. $131.9M | — | $414.1M-$415.2M (+49% YoY; 22.3-22.4% margin; prev. $405.2M | — |
| Free Cash Flow | — | — | $270.6M-$271.6M (+64-65% YoY; 14.6-14.7% margin; prev. $255.3M | — |
| GAAP EPS | — | — | $0.22-$0.24 (prev. $0.09-$0.11 | — |
Q4 2026 Outlook
- Revenue
- Guidance$521M-$525M(+32-33% YoY; +22-24% YoY excl. M&A and political candidate revenue; prev. $508MExpected$510.36MBeat +2.48%
- Adjusted EBITDA
- Guidance$135.2M-$136.3M(+42-43% YoY; 25.7-26.2% margin; prev. $131.9MExpected—
- Free Cash Flow
- Guidance—Expected—
- GAAP EPS
- Guidance—Expected—
FY2026 Outlook
- Revenue
- Guidance$1,853M-$1,857M(+42% YoY; +27% YoY excl. M&A and political candidate revenue; prev. $1,818MExpected$1.82BBeat +1.92%
- Adjusted EBITDA
- Guidance$414.1M-$415.2M(+49% YoY; 22.3-22.4% margin; prev. $405.2MExpected—
- Free Cash Flow
- Guidance$270.6M-$271.6M(+64-65% YoY; 14.6-14.7% margin; prev. $255.3MExpected—
- GAAP EPS
- Guidance$0.22-$0.24(prev. $0.09-$0.11Expected—
Business Highlights
- ➤AthenaOS and an expanding partnership ecosystem extend Zeta’s enterprise intelligence opportunity.
- ➤Athena adoption and usage increased during the quarter.
- ➤Super-Scaled Customer count reached 212.
- ➤Zeta defines Super-Scaled Customers as customers generating at least $1,000,000 in trailing-twelve-month revenue.
- ➤The Zeta Data Cloud and Athena by Zeta™ connect proprietary enterprise knowledge with advanced AI.
- ➤Zeta cited one of the industry’s largest proprietary data assets.
- ➤The company is headquartered in New York City with offices worldwide.
- ➤Zeta was founded in 2007 by David A. Steinberg and John Sculley.
Management Commentary
David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta
“Delivering 46% revenue growth and achieving the rule of 71 demonstrate the strength and demand for Zeta’s intelligent AI infrastructure. With AthenaOS and our expanding partnership ecosystem, we are extending our proprietary data and native AI into a broader enterprise intelligence opportunity. We have the free cash flow to fund this next chapter and believe our opportunity is greater than ever.”
Chris Greiner, CFO of Zeta
“Our third-quarter results demonstrate the strength of our business, with accelerating revenue growth driven by increased Athena adoption and usage. We continue to translate that growth into greater profitability and cash generation, with adjusted EBITDA and free cash flow growing faster than revenue and record GAAP EPS. Our performance and strong pipeline give us the confidence to raise our full-year outlook across revenue, adjusted EBITDA, free cash flow, and GAAP EPS.”