Overview
AI marketing cloud's Q4 revenue grew 25% yr/yr, beating analyst expectations
Company achieved positive GAAP net income of $6.5 mln for Q4
Company grew Super-Scaled Customer count by 24% yr/yr
Outlook
Zeta Global raises Q1 2026 revenue guidance to $369 mln-$371 mln
Company expects full-year 2026 revenue between $1.749 bln and $1.762 bln
Zeta Global targets positive GAAP net income for full-year 2026
Result Drivers
REVENUE GROWTH - Q4 revenue rose 25% year-over-year, driven by proprietary data and AI capabilities
CUSTOMER EXPANSION - Super-Scaled Customer count increased by 24% year-over-year
Company press release: ID:nBw3SD8mga
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$395 mln
$379.23 mln (13 Analysts)
Q4 Net Income
$6.5 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Zeta Global Holdings Corp is $30.00, about 100.3% above its February 23 closing price of $14.98
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 22 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
