ZETA News & Events

Guides FY26: Increasing revenue guidance to a range of $1,779 million to $1,792 million, up $30 million at the midpoint from the prior guidance of $1,755 million. Revised guidance represents a year-over-year growth rate of 36% to 37%, and 22% to 23% when excluding political candidate and Marigold's Enterprise Business revenue. Increasing adjusted EBITDA guidance to a range of $396.2 million to $398.4 million, up $6.3 million at the midpoint from the prior guidance of $391.0 million. Revised guidance represents a year-over-year growth rate of 42% to 43% and an adjusted EBITDA margin of 22.1% to 22.4%. Increasing free cash flow guidance to a range of $234.5 million to $235.5 million, up $3.8 million at the midpoint from the prior guidance of $231.2 million. Revised guidance represents a year-over-year growth rate of 42% to 43% and a free cash flow margin of 13.1% to 13.2%. Guiding to positive GAAP Net Income for the full year 2026.

Guides Q2: Increasing revenue guidance to a range of $419 million to $422 million, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when excluding political candidate and Marigold's Enterprise Business revenue. Increasing adjusted EBITDA guidance to a range of $86.2 million to $86.9 million, up $1.7 million at the midpoint from the prior guidance of $84.9 million. The revised guidance represents a year-over-year growth rate of 47% to 48% and an adjusted EBITDA margin of 20.4% to 20.8%.

Reports Q1 revenue $396.3M, consensus $370.4M. "Accelerating revenue growth to 50% and achieving the Rule of 67 in the first quarter is further evidence we are winning in this environment, powered by the system we have built: proprietary data that improves with every interaction, intelligence that compounds with every decision, and a platform with AI at its core that allows customers to consolidate vendors into a single, unified operating model. This results in an average 600% return on marketing spend for our customers," said David A. Steinberg, Co-Founder, Chairman, and CEO of Zeta. "Athena accelerates that system as the core operating system that brings AI directly into workflows and removes the barrier to enterprise-wide adoption. Zeta is the disruptor in the AI driven replacement cycle."