ZETA Revenue Rises 44% to $443 Million
ZETA reports $443 million revenue, up 44% year-over-year
ZETA Delivered revenue of $443 million for the second quarter, an increase of 44%Y/Y, exceeding midpoint of guidance by $23 million, or 5%. • Grew Super-Scaled Customer count to 197, an increase of 17% Y/Y and Super-Scaled customer ARPU grew to $1.8 million, up 17%Y/Y, both ahead of 2028 model. • Achieved positive GAAP net income of $8 million, and GAAP earnings per share of $0.03.
Generated $92 million of adjusted EBITDA and expanded adjusted EBITDA margin by 170 bps Y/Y to 20.7%, reflecting the rule of 64 and the rule of 49 excluding M&A. • Generated net cash provided by operating activities of $69 million, an increase of 65% Y/Y, and Free Cash Flow of $58 million, an increase of 73% Y/Y. • Increasing full year 2026 revenue guidance by $33 million to $1,818 million at the midpoint, up from prior guidance of $1,785 million reflecting Y/Y growth of 39%. • Introducing an initial framework to measure adoption and monetization of Zeta's AI.