Zeta Global delivered a significant beat-and-raise for the third quarter 2026, reporting revenue growth of 46% and positive GAAP net income. The company achieved its 21st consecutive quarter of exceeding guidance, fueled by accelerating adoption of its Athena AI platform and expansion within its largest enterprise accounts. Management raised full-year 2026 outlooks across all key financial metrics, citing a strong pipeline and high demand for AI-driven marketing infrastructure.

Key Highlights

  • Revenue surged 46% year-over-year to $492.7 million, exceeding analyst consensus and marking an acceleration in organic growth excluding M&A and political contributions.
  • The Super-Scaled Customer count, representing clients spending over $1 million annually, grew 18% year-over-year to 212, while ARPU for this segment increased 22% to $2.0 million.
  • Achieved the "Rule of 71" by combining a 46% revenue growth rate with a 24.6% adjusted EBITDA margin, totaling $121 million in adjusted EBITDA.
  • Management raised full-year 2026 revenue guidance to $1.855 billion at the midpoint and significantly increased GAAP EPS guidance to $0.23, up from the initial $0.03 forecast.