Zeta Global's second quarter revenue of $443M beat estimates, prompting a raised full-year 2026 outlook.

Zeta Global reported second quarter revenue of $442.8 million, up 44% year-over-year, and achieved positive GAAP net income of $8.2 million, or $0.03 per share. The results marked the company's 20th consecutive quarter of beating guidance. Following the strong performance, Zeta raised its full-year 2026 guidance for revenue, adjusted EBITDA, free cash flow, and GAAP EPS.

Key Highlights

• Revenue for the second quarter grew 44% YoY to $442.8 million, exceeding the midpoint of the company's guidance by 5%.
• The company achieved positive GAAP net income of $8.2 million, a significant improvement from a net loss of $12.8 million in the prior-year period.
• Adjusted EBITDA was $91.7 million, with the margin expanding by 170 basis points year-over-year to 20.7%.
• Zeta raised its full-year 2026 revenue guidance to approximately $1.82 billion and increased its GAAP EPS outlook by over 300% at the midpoint to a range of $0.09 to $0.11.