Zeta Global Holdings (ZETA) Earnings Date & Reports

Key Takeaways

• Zeta Global Holdings Corp. (ZETA) is expected to report third-quarter (Q3) 2026 results around November 3, 2026, covering the fiscal quarter ended September 30, 2026.
• Management has guided Q3 revenue to a range of $469 million to $472 million, implying roughly 39% to 40% year-over-year growth.
• Wall Street consensus calls for approximately $470.9 million in revenue and adjusted earnings of about $0.28 per share.
• In its most recent report (Q2 2026), ZETA grew revenue 44% year over year to $442.8 million and raised full-year guidance.
• Full-year 2026 guidance now calls for revenue of $1.811 billion to $1.824 billion and GAAP EPS of $0.09 to $0.11.
• Investors will watch AI platform adoption, adjusted EBITDA margins, free cash flow, and super-scaled customer growth.

Earnings Context and Why It Matters

Zeta Global Holdings Corp. (ZETA) is a marketing technology company that uses artificial intelligence to help brands acquire, retain, and grow customer relationships. Its upcoming third-quarter report arrives at a pivotal moment for the AI-driven software sector, where investors are increasingly scrutinizing whether rapid revenue growth can translate into durable profitability and cash flow. Zeta has built a reputation for consistent "beat-and-raise" quarters, and management has framed the company as an "intelligent AI infrastructure platform." This report will test whether that narrative can keep pace with an elevated valuation and increasingly demanding expectations from Wall Street.

Earnings Expectations

For the third quarter of 2026, Zeta has guided revenue to a range of $469 million to $472 million, up $10 million at the midpoint from its prior guidance and representing year-over-year growth of roughly 39% to 40%. Analysts tracked by major financial data providers have a consensus revenue estimate of approximately $470.9 million, which sits near the top of management's range.

On the bottom line, consensus adjusted earnings per share (EPS) stands at about $0.28, with individual estimates ranging from roughly $0.24 to $0.36. It is important to note that Zeta reports both GAAP and non-GAAP figures. GAAP (Generally Accepted Accounting Principles) results include stock-based compensation and other items, while adjusted, or non-GAAP, figures exclude them. For the full year, management has guided GAAP EPS to $0.09 to $0.11, while the non-GAAP EPS picture is substantially higher.

In its last report, Zeta posted Q2 2026 revenue of $442.8 million, up 44% year over year and ahead of the roughly $420.6 million consensus. The company also swung to a GAAP net profit of about $8.2 million, compared with a loss of $12.8 million a year earlier. That quarter marked what management described as its 20th consecutive beat-and-raise result.

Beyond the headline numbers, investors will be watching adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization), which rose 56% year over year in Q2, as well as free cash flow, which jumped 73%. Growth in the number of "super-scaled" customers, which increased 17% year over year to 197 in Q2, will also be a closely followed operating metric.

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Market Reaction and Investor Sentiment

Heading into the Q3 2026 report, sentiment around Zeta Global Holdings Corp. (ZETA) is broadly positive but carries elevated expectations. The stock has climbed roughly 8% over the past 30 days, and several analysts raised their price targets in October 2026, reflecting confidence in the company's AI-driven growth trajectory.

At the same time, the bar is high. After a long run of beat-and-raise quarters, any sign of decelerating growth, softer guidance, or margin pressure could trigger volatility. Key risk factors include the company's dependence on political campaign revenue, which fluctuates with election cycles, and the integration of recent acquisitions such as LiveIntent and Marigold's enterprise business, which can complicate year-over-year comparisons.

Forward Outlook and Key Factors to Monitor

Following the third-quarter report, investors should pay close attention to how management frames its guidance for the fourth quarter and the remainder of 2026. Zeta's full-year revenue target of $1.811 billion to $1.824 billion implies continued momentum, and any upward revision would reinforce the company's growth story.

Margins and cash flow remain central themes. Adjusted EBITDA margin and free cash flow have been expanding, and sustained improvement here would signal that Zeta's AI investments are beginning to pay off at scale. Conversely, rising costs tied to AI infrastructure or increased hiring could pressure profitability.

Investors should also monitor customer metrics, particularly the number of super-scaled customers and retention rates driven by tools such as the Athena AI assistant. Adoption of AI across the platform, along with partnerships and integrations, will be an important signal of long-term demand.

Finally, watch for commentary on acquisition integration and any one-time factors, including political candidate revenue, which is expected to decline outside of major election cycles. Management has highlighted that organic growth, excluding M&A (mergers and acquisitions) and political revenue, remains in the mid-20% range, a useful benchmark for assessing underlying performance.

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