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Zeta Global provides enterprise-grade marketing technology powered by artificial intelligence to help brands acquire customers, retain them longer, and grow their value. Its core offering, the Zeta Marketing Platform, provides a real-time view of prospects and customers and uses AI to deliver personalized experiences across multiple channels at scale. The platform aggregates real-time data, including behavioral signals and purchase intents, to create intent and churn signals for millions of identities, enabling cross-channel campaign management and measurement. Zeta differentiates itself with a combination of real-time data, a broad identity graph, multi-channel orchestration, and deterministic attribution aimed at delivering measurable marketing outcomes. The goal is to help brands optimize customer acquisition and retention to maximize lifetime value through precise, data-driven marketing at scale.
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
New York City, New York
Founded
2007
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Total Funding
$2.2B
Above
Industry Average
Funded Over
8 Rounds
Unlimited Paid Time Off
Health Insurance
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Vision Insurance
Employee Equity and Stock Purchase Plan
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Wellness Program
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Zeta Global exceeded Wall Street expectations in its second quarter, posting revenue of $442.8 million versus analyst estimates of $420.7 million, representing 43.5% year-on-year growth. Adjusted EPS reached $0.27, beating estimates of $0.19. The company raised its full-year revenue guidance to $1.82 billion at the midpoint from $1.79 billion. EBITDA guidance now stands at $405.2 million, above analyst estimates of $397.4 million. CEO David Steinberg attributed the strong performance to accelerated adoption of Zeta's AI-powered Athena platform and partnerships with OpenAI, Palantir, and Snowflake. These alliances have increased access to major enterprise accounts and drove some of the company's largest deals. Operating margin improved to 3.8%, up from negative 1.7% in the same quarter last year. Billings reached $439.2 million, up 43.4% year on year.
Zeta Global reported 44% revenue growth in Q2 2026, driven by its evolution from a marketing technology company to an AI infrastructure platform. The company raised its full-year 2026 revenue guidance by $33 million. Zeta achieved positive GAAP net income of $8.2 million, compared to a $12.8 million loss in the prior year. The firm's proprietary Data Cloud covers 535 million individuals. The launch of voice-enabled Athena significantly increased user engagement, with voice users interacting 500% more than non-voice users. Operational efficiency improved dramatically, with 90% of new code in Q2 generated through automated AI tools. Zeta closed a new $1 billion credit facility for potential M&A and share repurchases. The company repurchased $29.9 million in shares during the quarter. Management projects political candidate revenue of $7 million for Q3 and $8 million for Q4.
Zeta Global reported second-quarter revenue of $442.8 million, up 43.5% year on year and exceeding analyst estimates of $420.7 million by 5.2%. The marketing technology company posted GAAP earnings of $0.03 per share, significantly above the consensus estimate of -$0.03 per share. The company raised its full-year revenue guidance to $1.82 billion from $1.79 billion, whilst EBITDA guidance of $405.2 million surpassed analyst expectations of $397.4 million. Operating margin improved to 3.8%, up from -1.7% in the prior-year quarter. For the next quarter, Zeta Global projected revenue of $470.5 million, 2.1% above analyst forecasts. Despite the strong results, the company's stock declined following the announcement.
Zeta Global will report its second-quarter earnings on Tuesday after market close. The marketing technology company is expected to post revenue growth of 36.4% year on year, an improvement from the 35.4% increase recorded in the same quarter last year. In the previous quarter, Zeta Global reported revenues of $396.3 million, up 49.9% year on year, beating analysts' expectations. The company has a history of exceeding Wall Street's forecasts. Analysts have largely reconfirmed their estimates over the past 30 days. Zeta Global's shares have declined 1.4% over the last month, whilst the broader sales and marketing software segment has seen share prices rise 2.7% on average. The stock currently trades at $21.49, compared to an average analyst price target of $28.68.
Zeta Global has appointed Trey Campbell as Senior Vice President of Investor Relations, effective 27 July 2026. Campbell brings nearly three decades of technology finance and investor relations experience, including positions at Synopsys, Luminar Technologies, and 22 years at Intel, where he spent nine years in investor relations. In his new role, Campbell will lead Zeta's investor relations strategy and serve as liaison to the investment community. He will report to Chief Financial Officer Chris Greiner. Campbell replaces Matt Pfau, who has been promoted to Senior Vice President of Financial Planning & Analysis. Most recently, Campbell served as Senior Vice President of Investor Relations and FP&A at Synopsys.
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Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
New York City, New York
Founded
2007
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