$Zeta Global reports Q4 results

Feb. 24, 2026
Zeta Global press release (ZETA): Q4 net income of $6.5M
Revenue of $394.6M (+25.4% Y/Y) beats by $15.35M.
Grew Super-Scaled Customer count to 184, an increase of 36 customers or 24% Y/Y.
First Quarter 2026
Increasing revenue guidance to a range of $369 million to $371 million vs $362.19M consensus, up $8 million at the midpoint from the prior guidance of $362 million. The revised guidance represents a year-over-year growth rate of 39% to 40%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue.
Increasing adjusted EBITDA guidance to a range of $61.2 million to $61.8 million, up $1.5 million at the midpoint from the prior guidance of $60.0 million. The revised guidance represents a year-over-year growth rate of 31% to 32% and an adjusted EBITDA margin of 16.5% to 16.8%.
Full Year 2026
Increasing revenue guidance to a range of $1,749 million to $1,762 million vs $1.73B consensus, up $25 million at the midpoint from the prior guidance of $1,730 million. Revised guidance represents a year-over-year growth rate of 34% to 35%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.
Increasing adjusted EBITDA guidance to a range of $389.9 million to $392.1 million, up $6 million at the midpoint from the prior guidance of $385.4 million. Revised guidance represents a year-over-year growth rate of 40% to 41% and an adjusted EBITDA margin of 22.1% to 22.4%.
Increasing free cash flow guidance to a range of $230.7 million to $231.7 million, up $7 million at the midpoint from the prior guidance of $224.0 million. Revised guidance represents a year-over-year growth rate of 40% to 41% and a free cash flow margin of 13.1% to 13.3%.
Guiding to positive GAAP Net Income for the full year 2026.