Zeta Global Continues Streak of Beat-and-Raise Quarters, Stock Rises
Zeta Global Holdings Corp (NYSE: ZETA ) delivered its 20th consecutive beat-and-raise quarter late Tuesday, driven by rapid customer expansion and surging AI adoption across its platform. Zeta Global Holdings stock is at critical resistance. Why is ZETA stock breaking out? Q2 Financial Performance Beats Consensus Total revenue reached $443 million, a 44% increase year-over-year, beating analyst consensus expectations of $420.613 million. The intelligent AI infrastructure provider achieved positive net income of $8 million, generating 3 cents in earnings per share compared to breakeven earnings estimated. Adjusted EBITDA surged to $92 million, expanding margins to 20.7% and achieving the “Rule of 64.” Key operational drivers included a 17% growth in Super-Scaled Customers to 197, alongside a 17% increase in Super-Scaled ARPU to $1.8 million. Net cash from operating activiti...
Zeta Global Holdings Corp (NYSE: ZETA ) delivered its 20th consecutive beat-and-raise quarter late Tuesday, driven by rapid customer expansion and surging AI adoption across its platform.
Zeta Global Holdings stock is at critical resistance.
Why is ZETA stock breaking out? Q2 Financial Performance Beats Consensus Total revenue reached $443 million, a 44% increase year-over-year, beating analyst consensus expectations of $420.613 million.
The intelligent AI infrastructure provider achieved positive net income of $8 million, generating 3 cents in earnings per share compared to breakeven earnings estimated.
Adjusted EBITDA surged to $92 million, expanding margins to 20.7% and achieving the “Rule of 64.” Key operational drivers included a 17% growth in Super-Scaled Customers to 197, alongside a 17% increase in Super-Scaled ARPU to $1.8 million.
Net cash from operating activities rose 65% year-over-year to $69 million, while free cash flow jumped 73% to $58 million.
Upgraded Guidance & Management Commentary Reflecting strong pipeline momentum, management raised full-year 2026 revenue guidance by $33 million at the midpoint to a range of $1,811 million to $1,824 million, topping analyst estimates.
Third-quarter sales are now projected between $469 million and $472 million.
Full-year Adjusted EBITDA expectation was raised to $404.1—$406.3 million, and GAAP EPS outlook was increased to $0.09—$0.11. “Accelerating revenue growth to 44% and achieving the rule of 64 reflects growing demand for our AI infrastructure platform,” said David A.
Steinberg, Co-Founder, Chairman, and CEO. “Momentum from collaborations with OpenAI, Snowflake and Palantir marks an inflection point.” CFO Chris Greiner added, “Broad-based strength and pipeline visibility give us confidence to significantly increase our full-year expectations.” ZETA Shares Surge Wednesday Morning ZETA Price Action: Zeta Global Holdings shares were up 13.73% at $27.58 at the time of publication on Wednesday.
The stock is trading at a new 52-week high, according to Pro data.
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