Zeta Global Holdings Corp. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Zeta Global reported Q2 2026 revenue of $443M (44% YoY growth), exceeding guidance midpoint by $23M (5%). The company achieved positive GAAP net income of $8M ($0.03 EPS) and $92M adjusted EBITDA (20.7% margin). Guidance raised: FY2026 revenue now $1,818M midpoint (up $33M), adjusted EBITDA $405.2M midpoint (up $7.9M), free cash flow $255.3M (up $20.3M), and GAAP EPS $0.10 (up $0.07 from prior $0.02–$0.04 range). Super-Scaled Customers grew 17% YoY to 197; ARPU increased 17% to $1.8M.
Why this rating
Strong beat, 20th consecutive beat-and-raise, margin expansion, profitability inflection, and significant guidance hike (~1.9% revenue raise, ~2% adjusted EBITDA raise relative to prior guidance). Material for a $3.2B company but not transformational—execution excellence on already-charted trajectory.
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