Zeta Global Reports 21st Consecutive “Beat and Raise” Quarter, Generates Positive GAAP Net Income in 3Q’26 & YTD, and Achieves the Rule of 71
Key Highlights
- ➤Q3 revenue $493 million, up 46% Y/Y, exceeded guidance midpoint by $22 million
- ➤GAAP net income reached $38 million; diluted EPS was $0.14
- ➤Adjusted EBITDA $121 million; margin expanded 140 basis points to 24.6%
- ➤Full-year 2026 revenue guidance midpoint raised $37 million to $1,855 million
- ➤Full-year 2026 GAAP EPS guidance midpoint raised to $0.23 from $0.10
Expert Statements
David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta Global
“Delivering 46% revenue growth and achieving the rule of 71 demonstrate the strength and demand for Zeta’s intelligent AI infrastructure”
David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta Global
“With AthenaOS and our expanding partnership ecosystem, we are extending our proprietary data and native AI into a broader enterprise intelligence opportunity.”
David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta Global
“We have the free cash flow to fund this next chapter and believe our opportunity is greater than ever.”
Chris Greiner, CFO of Zeta Global
“Our third-quarter results demonstrate the strength of our business, with accelerating revenue growth driven by increased Athena adoption and usage.”
Chris Greiner, CFO of Zeta Global
“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.”
Chris Greiner, CFO of Zeta Global
“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.”
Zeta Global Reports 21(st) Consecutive “Beat and Raise” Quarter, Generates Positive GAAP Net Income in 3Q’26 & YTD, and Achieves the Rule of 71
* Delivered revenue of $493 million for the third quarter, an increase of 46% Y/Y or 30% Y/Y excluding Marigold and political candidate revenue, an acceleration from 28% growth excluding Marigold last quarter. Revenue exceeded the midpoint of guidance by $22 million, or 5%.
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