Bedrijf laden
Just reported
Q3 2026 results
From Zeta Global's results release of 9 november 2026; 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.
Keep exploring
The themes Zeta Global is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
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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.
TSMTaiwan Semiconductor Manufacturing Company Limited13 nov 2026BAGraded B, now A
LRCXLAM Research Corporation22 okt 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 okt 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 okt 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 okt 2026BAGraded B, now A
Hoe het geld verdient
- Marketing-platform revenue attributed to the United States91%
- Marketing-platform revenue attributed to countries outside the United States9%
De omzetaandelen zijn schattingen voor quarter ended March 31, 2026, geen cijfers uit een ingediend rapport.
Concurreert met
Wat het verkoopt5
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.
Nog 2 tonen
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.
Wie het koopt5
- 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.
Nog 2 tonen
- Telecommunications companies use the software to reach and engage consumers.
- Financial-services companies use the software to organize consumer information and target marketing.
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 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.
Wat er mis kan gaan
- 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.
Over Zeta Global Holdings Corp.
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).
- Hoofdkantoor
- New York, New York
- Opgericht in
- 2007
- Medewerkers
- approximately 3,300 (December 31, 2025, high)
- Genoteerd aan
- NYSE
- Einde boekjaar
- December 31
Gebouwd uit de eigen deponeringen van Zeta Global Holdings Corp. bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.
