Zeta Global Crushes Q2 Revenue Estimates, Raises Full-Year Outlook on AI Demand
ZETA sits 53% above its 52-week low of $14.365 on elevated volume (2.0× avg).
Summary
Zeta Global delivered a standout Q2, with revenue surging 44% year-over-year to $443 million, handily beating the $420.61 million consensus. The company swung to a GAAP profit of $8.2 million, and free cash flow jumped 73% to $58 million, underscoring improving operating leverage. Management raised full-year 2026 revenue guidance by $33 million to a range of $1.811-$1.824 billion and boosted GAAP EPS guidance to $0.09-$0.11, signaling confidence in sustained momentum. The growth is fueled by accelerating adoption of its AI infrastructure platform, with super-scaled customer count and average revenue per user both climbing 17%. Partnerships with OpenAI, Snowflake, and Palantir are adding further tailwinds. This follows a recent $1 billion credit facility refinancing that lowered borrowing costs, strengthening the balance sheet as the company scales. The magnitude of the beat and the across-the-board guidance raise make this a thesis-affirming quarter that will force analysts to materially revise models higher.
At the time of this announcement, ZETA was trading at $22.01 on NYSE in the Technology sector, with a market capitalization of approximately $6B. The 52-week trading range was $14.37 to $25.95. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Reuters.