Zeta Global — Q3 2026 Earnings Summary

Zeta Global reported third-quarter 2026 revenue of $493 million, representing a 46% year-over-year increase and exceeding guidance by $22 million. The company achieved positive GAAP net income of $38 million and generated $121 million in adjusted EBITDA, expanding its margin to 24.6% and meeting the Rule of 71. Super-scaled customer count grew 18% year-over-year to 212, while super-scaled customer average revenue per user rose 22% to $2.0 million. Consequently, Zeta raised its full-year 2026 revenue guidance to a midpoint of $1,855 million and increased its GAAP EPS guidance to $0.23.