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Zeta Global Reports 21st Consecutive “Beat and Raise” Quarter, Generates Positive GAAP Net Income in 3Q’26 & YTD, and Achieves the Rule of 71

ZETA
  • Zeta Global reported third-quarter 2026 revenue of $493 million, a 46% year-over-year increase or 30% excluding Marigold & political candidate revenue.
  • Super-Scaled Customer count grew 18% year-over-year to 212, with Super-Scaled Customer ARPU rising 22% to $2.0 million.
  • The company achieved positive GAAP net income of $38 million ($0.14 per share) & non-GAAP net income of $103 million ($0.38 per share).
  • Adjusted EBITDA reached $121 million, expanding margin by 140 basis points year-over-year to 24.6%, meeting the Rule of 71 criteria.
  • Operating cash flow totaled $91 million (up 58% year-over-year) & free cash flow was $82 million (up 73% year-over-year).
  • Full-year 2026 revenue guidance was raised to a midpoint of $1,855 million, reflecting 42% year-over-year growth.
  • Full-year 2026 GAAP EPS guidance was increased to a midpoint of $0.23, up over 600% from the initial forecast of $0.03.
  • Fourth-quarter 2026 revenue guidance was raised to a range of $521 million to $525 million, representing 32% to 33% year-over-year growth.
  • Fourth-quarter 2026 adjusted EBITDA guidance was raised to a range of $135.2 million to $136.3 million, with an expected margin of 25.7% to 26.2%.
  • Full-year 2026 adjusted EBITDA guidance was increased to a range of $414.1 million to $415.2 million, while free cash flow guidance was raised to $270.6 million to $271.6 million.
  • A conference call to discuss these results is scheduled for November 9, 2026, at 4:30 p.m. Eastern Time.