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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.

Original reporting
finance.yahoo.com
Published Nov 10, 2026, 6:33 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 6:55 AM UTC. Informational, not investment advice.
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Zeta Global (ZETA) Q3 2026 Earnings Call Transcript — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$ZETABullishHigh
01

Why it matters

The guidance lift is a fresh, material disclosure that can drive immediate price movement.

02

Market read

Zeta's upgraded outlook may boost its stock and influence peers in the ad‑tech and AI‑enabled marketing space.

03

What to watch

Potential execution risk of AthenaOS and integration of recent acquisitions may temper enthusiasm.

Relevance 8/10Novelty 8/10Timing: post-earnings today

Background

Zeta Global's Q3 2026 earnings call highlighted strong EPS growth and a revenue guidance increase, emphasizing AI infrastructure and recent acquisitions.

Company-level read

Ticker impact

$ZETABullishHigh confidence
Context

Zeta Global raised its 2026 revenue guidance to $1.855B and reported 58% YoY EPS growth.

Expected impact

likely upward move as market prices in the higher revenue outlook

Evidence & confidence

The earnings call disclosed fresh guidance that exceeds prior expectations, a primary catalyst for price action.

Market effects

Sector

AI‑driven marketing software sector may see broader optimism.

Regional

U.S. tech and ad‑tech stocks could benefit from Zeta's positive outlook.

Global

Limited to U.S. investors; no immediate global macro effect.

Counterpoint

What could challenge this read

If the guidance raise is already priced in, the stock could face a short‑term pullback.

Key entities

  • company
    Zeta Global

    U.S.-listed marketing software firm (ticker ZETA).

  • company
    Palantir

    Partner mentioned in the call, not a primary subject.

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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finance.yahoo.com