Quarterly ResultApr 30, 2026, 04:18 PM
ZETA Q1 Revenue +50% to $396M; Raises FY26 Guidance
AI Summary
Zeta Global Holdings Corp. announced strong financial results for Q1 2026, with revenue accelerating to $396 million, a 50% year-over-year increase, surpassing guidance. The company achieved its 19th consecutive "beat and raise" quarter, driven by growth in Super-Scaled Customers and the successful launch of Athena by ZetaTM. Consequently, Zeta Global raised its full-year 2026 revenue, adjusted EBITDA, and free cash flow guidance, and expects positive GAAP Net Income for the full year.
Key Highlights
- Q1 Revenue $396M, up 50% Y/Y, exceeding guidance midpoint by $26M.
- Super-Scaled Customer count grew 19% Y/Y to 189; ARPU grew 21% Y/Y to $1.7M.
- Increased full year 2026 revenue guidance by $30M to $1,785M at midpoint, representing 37% Y/Y growth.
- Increased full year 2026 adjusted EBITDA guidance by $6.3M to $397.3M at midpoint.
- Increased full year 2026 free cash flow guidance by $3.8M to $235M at midpoint.
- Guiding to positive GAAP Net Income for the full year 2026.
- Q1 Adjusted EBITDA was $66.1M, up from $46.7M in Q1 2025.
- Q1 Net Loss was $(13.2M), an improvement from $(21.6M) in Q1 2025.