Zeta Global
Data-driven marketing cloud combining an identity graph, CDP, email and a DSP.
New York, USA · founded 2007 · zetaglobal.com
ZETA NYSE
What Zeta Global does
Zeta Global sells a marketing platform built on its own data: an identity graph of consumers linked to emails and devices, which brands use to target and personalise email, web and programmatic advertising.
It has grown by acquisition, including LiveIntent (email-based advertising) in 2024 and Marigold's enterprise email business in 2025.
How it makes money
Subscription and usage fees for its platform, with a large share of revenue tied to media and messaging volume run through it.
Where it meets invalid traffic
Relies on identity and email-based signals to verify real people, a counter to cookie-based fraud, while applying IVT filtering on programmatic buys.
Products
- Zeta Marketing Platform
- Zeta Data Cloud
- ZOE (AI agent)
- LiveIntent
Quarterly revenue
From SEC XBRL filings · latest quarter +43.5% year on yearQuarterly net income
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $458.3M | $591M | $728.7M | $1B | $1.3B |
| Net income | $-249.6M | $-279.2M | $-187.5M | $-69.8M | $-31.5M |
| Diluted EPS | $-2.95 | $-2.01 | $-1.20 | $-0.38 | $-0.14 |
Earnings, explained
Zeta Global's Q2 revenue jumps 44%, posts first positive GAAP net income
Zeta Global reported Q2 2026 revenue of $443 million, up 44% year-over-year and $23 million above the midpoint of its guidance. The company achieved positive GAAP net income of $8 million and GAAP earnings per share of $0.03. Adjusted EBITDA reached $92 million with a margin of 20.7%, and free cash flow was $58 million, up 73% year-over-year. Zeta raised its full-year 2026 revenue guidance to $1,818 million at the midpoint, reflecting 39% year-over-year growth.
Zeta's strong revenue growth and its first positive GAAP net income signal increasing demand for its AI-driven platform and effective execution. The company’s raised guidance and expanding margins suggest growing confidence in its business and the broader adoption of AI in enterprise marketing.
SEC filings
EDGAR| Filed | Form | What it is |
|---|---|---|
| 2026-08-05 | 10-Q | Quarterly report |
| 2026-08-04 | 8-K | Results of operations (earnings) · Financial statements and exhibits |
| 2026-07-27 | 8-K | Material agreement · Agreement terminated · Item 2.03 · Regulation FD disclosure · Financial statements and exhibits |
| 2026-06-16 | 8-K | Shareholder vote |
| 2026-05-01 | 10-Q | Quarterly report |
| 2026-04-30 | 8-K | Results of operations (earnings) · Financial statements and exhibits |
| 2026-04-24 | DEF 14A | DEF 14A |
| 2026-02-25 | 10-K | Annual report |
| 2026-02-24 | 8-K | Results of operations (earnings) · Financial statements and exhibits |
| 2026-02-06 | 8-K/A | Financial statements and exhibits |
| 2025-11-24 | 8-K | Acquisition or sale completed · Item 3.02 · Regulation FD disclosure · Financial statements and exhibits |
| 2025-11-05 | 10-Q | Quarterly report |
| 2025-11-04 | 8-K | Results of operations (earnings) · Financial statements and exhibits |
| 2025-09-30 | 8-K | Item 3.02 · Regulation FD disclosure · Other events · Financial statements and exhibits |