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Zeta Global Holdings Earnings Calls
| Release date | Aug 04, 2026 |
| EPS estimate | $0.200 |
| EPS actual | - |
| Revenue estimate | 420.66M |
| Revenue actual | - |
| Expected change | +/- 6.77% |
| Release date | Apr 30, 2026 |
| EPS estimate | $0.130 |
| EPS actual | $0.140 |
| EPS Surprise | 7.69% |
| Revenue estimate | 370.389M |
| Revenue actual | 396.304M |
| Revenue Surprise | 7.00% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.230 |
| EPS actual | $0.280 |
| EPS Surprise | 21.74% |
| Revenue estimate | 379.252M |
| Revenue actual | 394.638M |
| Revenue Surprise | 4.06% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.184 |
| EPS actual | $0.220 |
| EPS Surprise | 19.63% |
| Revenue estimate | 327.699M |
| Revenue actual | 337.169M |
| Revenue Surprise | 2.89% |
Last 4 Quarters for Zeta Global Holdings
Below you can see how ZETA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Nov 04, 2025 |
| Price on release | $16.70 |
| EPS estimate | $0.184 |
| EPS actual | $0.220 |
| EPS surprise | 19.63% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $17.75 |
| Oct 30, 2025 | $17.01 |
| Oct 31, 2025 | $17.99 |
| Nov 03, 2025 | $17.62 |
| Nov 04, 2025 | $16.70 |
| Nov 05, 2025 | $19.94 |
| Nov 06, 2025 | $19.58 |
| Nov 07, 2025 | $19.51 |
| Nov 10, 2025 | $19.90 |
| 4 days before | -5.92% |
| 4 days after | 19.13% |
| On release day | 19.40% |
| Change in period | 12.08% |
| Release date | Feb 24, 2026 |
| Price on release | $16.98 |
| EPS estimate | $0.230 |
| EPS actual | $0.280 |
| EPS surprise | 21.74% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $15.84 |
| Feb 19, 2026 | $15.68 |
| Feb 20, 2026 | $16.31 |
| Feb 23, 2026 | $14.98 |
| Feb 24, 2026 | $16.98 |
| Feb 25, 2026 | $17.85 |
| Feb 26, 2026 | $18.06 |
| Feb 27, 2026 | $16.95 |
| Mar 02, 2026 | $17.38 |
| 4 days before | 7.20% |
| 4 days after | 2.36% |
| On release day | 5.12% |
| Change in period | 9.72% |
| Release date | Apr 30, 2026 |
| Price on release | $18.43 |
| EPS estimate | $0.130 |
| EPS actual | $0.140 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $17.53 |
| Apr 27, 2026 | $18.11 |
| Apr 28, 2026 | $17.78 |
| Apr 29, 2026 | $17.82 |
| Apr 30, 2026 | $18.43 |
| May 01, 2026 | $18.60 |
| May 04, 2026 | $18.45 |
| May 05, 2026 | $17.85 |
| May 06, 2026 | $17.24 |
| 4 days before | 5.13% |
| 4 days after | -6.46% |
| On release day | 0.92% |
| Change in period | -1.65% |
| Release date | Aug 04, 2026 |
| Price on release | - |
| EPS estimate | $0.200 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 13, 2026 | $21.87 |
| Jul 14, 2026 | $22.53 |
| Jul 15, 2026 | $22.41 |
| Jul 16, 2026 | $21.40 |
| Jul 17, 2026 | $21.68 |
Zeta Global Holdings Earnings Call Transcript Summary of Q1 2026
Zeta reported a strong Q1 FY2026 driven by AI-led demand and platform consolidation. Revenue was $396M, up 50% year-over-year (29% ex-acquisition/political), and adjusted EBITDA was $66.1M (16.7% margin). Management highlighted Athena — Zeta's agentic AI interface — as a key driver of wins, adoption and ARPU expansion; Athena saw rapid early adoption (7x increase in agentic interactions in week one and 60% of AI usage). Proprietary data (SuperGraph) and platform consolidation continue to win large enterprise and agency deals, including marquee global retailer and large online pet retailer wins. Key operating metrics: super-scaled customer count 189 (+19% YoY), super-scaled ARPU $1.7M (+21% YoY), >50% more super-scaled customers using multiple use cases, net retention above target (110–115%), and 63% free cash flow conversion in the quarter ($41.7M). Management raised full-year 2026 revenue midpoint by $30M to $1.785B and increased adjusted EBITDA and FCF guidance; they expect to be GAAP EPS positive for the year (tracking toward the high end of $0.02–$0.04). Marigold integration is ahead of plan with early cross-sell traction. Leadership emphasized durable share gains versus legacy marketing clouds/DSPs, disciplined capital allocation (share repurchases, lower dilution targets), and internal AI productivity gains (automation of code generation and engineering).
