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Zeta Global Holdings Corp (ZETA) Q3 2026 Earnings Call Highlights: Record 46% Revenue

Zeta Global (ZETA) reported Q3 2026 revenue of $493M, up 46% YoY, and raised FY2026 guidance to $1.855B. Adjusted EBITDA grew 55% to $121M, with margins expanding 140bps. Athena adoption accelerated, contributing 70% of revenue. The Palantir partnership is expected to add $100M+ in annual revenue. Challenges include integration risks and competitive pressures. Free cash flow surged 73% to $82M, with conversion reaching 67.3%.

Original reporting
finance.yahoo.com
Published Nov 10, 2026, 7:09 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 7:27 AM UTC. Informational, not investment advice.
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Zeta Global Holdings Corp (ZETA) Q3 2026 Earnings Call Highlights: Record 46% Revenue — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$ZETABullishHigh
01

Why it matters

The earnings beat and guidance raise provide fresh data that can shift valuation models and trigger short‑cover rallies.

02

Market read

Zeta's strong Q3 results and raised outlook may attract momentum traders and AI‑themed investors.

03

What to watch

Potential margin pressure from rising cost of revenue and competitive consolidation in the marketing cloud space.

Relevance 8/10Novelty 8/10Timing: pre-market today

Background

Zeta Global is a mid‑cap marketing technology firm transitioning to an AI‑driven enterprise intelligence platform.

Company-level read

Ticker impact

$ZETABullishHigh confidence
Context

Zeta Global reported Q3 2026 revenue up 46% YoY to $493M and raised full-year revenue guidance to $1.855B.

Expected impact

likely upward pressure as investors price in higher revenue outlook

Evidence & confidence

Revenue beat and guidance raise are fresh primary disclosures that can move the stock immediately.

Market effects

Sector

Positive for the marketing software and ad tech sector as Zeta's growth may signal demand for AI‑driven platforms.

Regional

U.S. tech and growth stocks could see modest lift.

Global

Limited to investors tracking AI‑enabled marketing solutions.

Counterpoint

What could challenge this read

Integration risks of Athena OS and higher cost structure could temper upside if execution falters.

Key entities

  • Executive
    David Steinberg

    CEO of Zeta Global, provided commentary on Athena OS rollout.

  • Executive
    Chris Greiner

    CFO of Zeta Global, discussed free cash flow conversion and guidance.

Read at source← All news

StoryZeta Global posts 46% Q3 revenue growth and lifts full‑year guidance

Also covered by

3 outlets

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Zeta Global (ZETA) Q3 2026 Earnings Call Transcript

Zeta Global (ZETA) reported Q3 2026 Non-GAAP EPS of $0.38, up 58% YoY, and raised 2026 revenue guidance to $1.855B, up 42% YoY. The company highlighted growth in AI-driven marketing software and enterprise intelligence, with key customers showing significant ROI. Zeta also announced progress on AthenaOS, its next-gen platform, and strategic acquisitions to expand its data and AI capabilities.

finance.yahoo.com