Zeta Global Q2 Earnings Call Highlights

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Sun, August 9, 2026 astatine 1:03 PM CDT 7 min read

Key Points

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Strong Q2 performance: Zeta Global's gross roseate 44% twelvemonth implicit twelvemonth to $443 million, portion adjusted EBITDA accrued 56% to $92 million. The institution besides returned to GAAP profitability and generated $58 cardinal successful escaped currency flow, marking its 20th consecutive 4th of beating and raising guidance.
Guidance raised: Zeta accrued its full-year gross outlook to $1.818 billion, adjusted EBITDA guidance to $405 million, free-cash-flow guidance to $255 cardinal and GAAP EPS guidance to $0.10 astatine the midpoint.
AI and level enlargement are accelerating growth: Athena adoption is increasing among endeavor customers, with AI-focused users showing faster maturation and stronger retention. Zeta is besides expanding beyond selling done its Zeta Business Intelligence offering and partnerships with OpenAI, Snowflake and Palantir.

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Zeta Global (NYSE:ZETA) reported second-quarter 2026 gross of $443 million, up 44% from a twelvemonth earlier, oregon 28% excluding gross from mergers and acquisitions. The institution said the effect marked its 20th consecutive 4th of beating and raising its outlook.

Adjusted EBITDA roseate 56% twelvemonth implicit twelvemonth to $92 million, producing a 20.7% borderline that expanded 170 ground points. Zeta besides reported GAAP nett income of $8.2 million, oregon $0.03 per share, compared with a nett nonaccomplishment of $12.8 cardinal successful the prior-year quarter. Free currency travel reached $58 million, an summation of 73% from a twelvemonth earlier.

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"We delivered our 20th consecutive bushed and rise quarter," Co-Founder, Chairman and CEO David Steinberg said. He described Zeta arsenic evolving beyond its humanities marketing-technology positioning into an "intelligent AI infrastructure platform," with selling arsenic its archetypal exertion alternatively than its sole focus.

Guidance Raised Across Revenue, Profit and Cash Flow

Based connected its second-quarter performance, Zeta raised the midpoint of its full-year gross outlook by $33 cardinal to $1.818 billion. The updated forecast implies 39% yearly gross growth, oregon 25% maturation excluding M&A and governmental campaigner revenue.

Third-quarter gross is expected to beryllium $471 cardinal astatine the midpoint, up $10 cardinal from anterior guidance.
Full-year adjusted EBITDA guidance was accrued by $8 cardinal astatine the midpoint to $405 million.
Third-quarter adjusted EBITDA is forecast astatine $115 cardinal astatine the midpoint, up $3 cardinal from the erstwhile outlook.
Full-year free-cash-flow guidance roseate by $20 cardinal astatine the midpoint to $255 million.
Full-year GAAP EPS guidance accrued to a midpoint of $0.10, compared with the anterior scope of $0.02 to $0.04.