기업 정보 불러오는 중
Just reported
Q3 2026 results
From Zeta Global's results release of 2026년 11월 9일; its quarterly report has since been filed.
Revenue
Actual
US$492.7M
+46% y/y
+11% q/qGuided
US$470.5M
midpoint
Above guide+4.7%EPS, GAAP
Actual
US$0.14
+367% q/q
Guided
—
No guide given
EPS, adjusted: US$0.38
Operating income, GAAP
Actual
US$45.9M
+171% q/q
Guided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$521M – US$525M+33% y/y First given
Full year 2026
- RevenueUS$37M – US$1.855B-27% y/y Raised +2.2%
- EPS, GAAPUS$0.23Raised +130%
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes it is part of
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Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
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LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A
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CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
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어떻게 돈을 버는가
- Marketing-platform revenue attributed to the United States91%
- Marketing-platform revenue attributed to countries outside the United States9%
매출 비중은 quarter ended March 31, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가5
Zeta Messaging
Software for planning and sending personalized email, mobile and other digital messages, including automated campaigns.
Zeta CDP+
A customer data platform (CDP) that brings customer and prospect information from different sources together so companies can recognize and reach people across channels.
Zeta Demand-Side Platform (DSP)
Software that helps companies buy targeted digital advertising across channels such as websites, mobile devices, social media and connected television.
2개 더 보기
Zeta Answers
Marketing research and audience-insight tools that use consumer data to identify customer, prospect, competitor and location trends.
Athena by Zeta
An interface intended to coordinate data, analysis and automated tasks across Zeta’s marketing software.
누가 사는가5
- Marketing teams at consumer and retail companies use Zeta’s software to reach shoppers and manage campaigns.
- Travel and hospitality companies use the software to market to travelers and guests.
- Insurance companies use the software to identify audiences and run marketing campaigns.
2개 더 보기
- Telecommunications companies use the software to reach and engage consumers.
- Financial-services companies use the software to organize consumer information and target marketing.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1The business depends on collecting and using online consumer data and signals to build audiences and target marketing.
- 2It uses third-party cloud providers, data centers, software and technology to run its services.
- 3Its advertising services rely on publishers, media owners and other partners that provide advertising space and related services.
- 4A large share of revenue comes from super-scaled customers, making continued customer use and renewals important.
잘못될 수 있는 일
- 1If Zeta cannot add, expand or retain large customers, revenue may be affected; sales cycles can also be long, and customers may reduce marketing spending during economic downturns.
- 2Privacy laws, consumer opt-outs and changes to web browsers or mobile systems could limit the consumer data Zeta can collect and use for targeted marketing.
- 3A security breach or outage involving Zeta, a customer or a third-party service provider could expose personal information or interrupt marketing campaigns.
Zeta Global Holdings Corp. 소개
Zeta’s Zeta Marketing Platform combines consumer data and artificial intelligence (AI) to help brands find audiences, personalize messages and manage campaigns across digital channels. Its products include tools for sending messages, organizing customer data, buying digital advertising and finding consumer insights; customers can buy them separately or together. Customers pay subscription fees, fees based on platform use and professional-service fees. Zeta had 197 super-scaled customers (June 30, 2026, high), up 17% (year over year through June 30, 2026, high); average revenue per super-scaled customer was $1.8 million (three months ended June 30, 2026, high).
- 본사
- New York, New York
- 설립
- 2007
- 임직원 수
- approximately 3,300 (December 31, 2025, high)
- 상장 시장
- NYSE
- 회계연도 종료
- December 31
Zeta Global Holdings Corp.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
