Zeta Global Posts 44% Revenue Growth, Reaches GAAP Profitability, and Lifts Full-Year Outlook
ZETA sits 58% above its 52-week low of $14.365 on elevated volume (2.1× avg).
Summary
Zeta Global reported Q2 2026 revenue of $443M (+44% YoY), achieved GAAP profitability, and raised full-year guidance across all key metrics, marking its 20th consecutive beat-and-raise quarter.
Key Events · Earnings and Guidance · ZETA
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Revenue Surges 44% to $443M
Driven by AI adoption and a 17% increase in super-scaled customers to 197, Q2 revenue of $443 million exceeded the guidance midpoint by $23 million.
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Achieves GAAP Profitability
Net income reached $8 million, or $0.03 per share, compared to a net loss of $12.8 million a year ago—a key inflection point for the business.
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Adjusted EBITDA and Cash Flow Soar
Strong operating leverage is evident in adjusted EBITDA of $92 million (20.7% margin) and free cash flow of $58 million, up 73% year-over-year.
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Full-Year Guidance Raised Across the Board
Revenue guidance increased by $33 million to a $1.818 billion midpoint, while GAAP EPS guidance more than tripled to $0.09-$0.11 from $0.02-$0.04.
Analysis · ZETA · Technology
A standout Q2 saw revenue jump 44% year-over-year to $443 million, easily clearing the $420.6 million consensus. The quarter also delivered a milestone: positive GAAP net income of $8 million, validating the AI-driven business model. Adjusted EBITDA climbed to $92 million, with margins expanding to 20.7%, while free cash flow surged 73% to $58 million. Reflecting this momentum, management raised full-year revenue guidance by $33 million to $1.818 billion and more than tripled its GAAP EPS outlook. This 20th consecutive beat-and-raise quarter underscores accelerating enterprise adoption of the AI infrastructure platform and positions the company for sustained high-growth profitability.
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At the time of this filing, ZETA was trading at $22.72 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 filing was assessed with positive market sentiment and an importance score of 9 out of 10.