Zeta Global Holdings Corp. (ZETA) stock — is it a good business?

Zeta Global Holdings Corp. (ZETA) stock — is it a good business? — InspectStocks

Just reported

Q3 2026 results

From Zeta Global's results release of November 9, 2026; its quarterly report has since been filed.

Revenue
Actual
$492.7M
+46% y/y
+11% q/q
Guided
$470.5M
midpoint
Above guide+4.7%
EPS, GAAP
Actual
$0.14
+367% q/q
Guided
—
No guide given
EPS, adjusted: $0.38
Operating income, GAAP
Actual
$45.9M
+171% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue$521M – $525M+33% y/y First given

Full year 2026

Revenue$37M – $1.855B-27% y/y Raised +2.2%
EPS, GAAP$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.

How it makes money

Marketing-platform revenue attributed to the United States91%
Marketing-platform revenue attributed to countries outside the United States9%

Shares of revenue are estimates for quarter ended March 31, 2026, not figures from a filing.

Competes with

What it sells5

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.

Show 2 more

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.

Who buys it5

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.

Show 2 more

Telecommunications companies use the software to reach and engage consumers.
Financial-services companies use the software to organize consumer information and target marketing.

What it stands on, and what could break it

What the business leans on

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.

What could go wrong

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.

Full financial statements →

About 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).

Head office: New York, New York
Founded: 2007
Employees: approximately 3,300 (December 31, 2025, high)
Listed on: NYSE
Financial year ends: December 31

Built from Zeta Global Holdings Corp.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 2026 results

From Zeta Global's results release of November 9, 2026; its quarterly report has since been filed.

Revenue
Actual
$492.7M
+46% y/y
+11% q/q
Guided
$470.5M
midpoint
Above guide+4.7%
EPS, GAAP
Actual
$0.14
+367% q/q
Guided
—
No guide given
EPS, adjusted: $0.38
Operating income, GAAP
Actual
$45.9M
+171% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue$521M – $525M+33% y/y First given

Full year 2026

Revenue$37M – $1.855B-27% y/y Raised +2.2%
EPS, GAAP$0.23Raised +130%

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.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

How it makes money

Marketing-platform revenue attributed to the United States91%
Marketing-platform revenue attributed to countries outside the United States9%

Shares of revenue are estimates for quarter ended March 31, 2026, not figures from a filing.

Competes with

What it sells5

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.

Show 2 more

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.

Who buys it5

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.

Show 2 more

Telecommunications companies use the software to reach and engage consumers.
Financial-services companies use the software to organize consumer information and target marketing.

What it stands on, and what could break it

What the business leans on

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.

What could go wrong

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.

Full financial statements →

About Zeta Global Holdings Corp.

Head office: New York, New York
Founded: 2007
Employees: approximately 3,300 (December 31, 2025, high)
Listed on: NYSE
Financial year ends: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

How it makes money

Competes with

What it sells5

Who buys it5

What it stands on, and what could break it

What the business leans on

What could go wrong

About Zeta Global Holdings Corp.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

How it makes money

Competes with

What it sells5

Who buys it5

What it stands on, and what could break it

What the business leans on

What could go wrong

About Zeta Global Holdings Corp.

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Zeta Global Holdings Corp.

Digital advertising

Growth & cash — 5 of 5

Business trend

Share price and grade over time

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

How it makes money

Competes with

What it sells5

Who buys it5

What it stands on, and what could break it

What the business leans on

What could go wrong

About Zeta Global Holdings Corp.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

How it makes money

Competes with

What it sells5

Who buys it5

What it stands on, and what could break it

What the business leans on

What could go wrong

About Zeta Global Holdings Corp.

Keep exploring

The theme it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Zeta Global Holdings Corp.

Past performance

Digital advertising

Growth & cash — 5 of 5

Business trend

Share price and grade over time