Zeta Global Q4 Earnings Call Highlights

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MarketBeat

Wed, February 25, 2026 astatine 6:52 AM CST 7 min read

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Zeta reported accelerating gross and profitability — Q4 gross of $395 million (up ~28% ex-acquisitions/political), adjusted EBITDA of $95.1 million (up 35%), affirmative GAAP earnings, and full-year 2025 gross of $1.305 billion; absorption raised 2026 guidance to a midpoint of $1.755 billion and expects affirmative GAAP nett income for 2026.
Management is positioning AI arsenic a superior maturation driver: the endeavor selling cause Athena is expected to beryllium mostly disposable by extremity of Q1 and, unneurotic with a concern with OpenAI and Zeta’s SuperGraph information (covering ~245M U.S. adults and 1 trillion signals), is cited arsenic fueling lawsuit adoption and workflow gains.
Customer and capital-allocation momentum: nett gross retention deed 120% with scaled customers astatine 602 and 9 of the apical 10 verticals increasing >20% (travel +105%, advertizing +70%); Zeta besides completed stock buybacks (7.9M shares for $120M successful 2025) and expects Marigold’s integration to beryllium accretive.
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Zeta Global (NYSE:ZETA) executives highlighted accelerating growth, expanding profitability, and accrued guidance arsenic they reviewed fourth-quarter and full-year 2025 results, portion repeatedly pointing to artificial quality initiatives—including the upcoming wide availability of Athena—as a cardinal operator of lawsuit adoption and income momentum.

Co-founder and CEO David Steinberg said Zeta delivered its “eighteenth consecutive bushed and rise quarter,” attributing the company’s show to what helium described arsenic a compounding “flywheel” of proprietary data, AI-driven intelligence, and an emerging interface furniture done Athena intended to marque the level easier to follow crossed ample enterprises.

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For the 4th quarter, Zeta reported gross of $395 million, which Steinberg said was up 28% year-over-year erstwhile excluding acquisition-related impacts and governmental campaigner revenue. Adjusted EBITDA was $95.1 million, up 35% year-over-year, and the institution posted positive GAAP earnings.

CFO Chris Greiner said Q4 gross exceeded the midpoint of guidance by $14 million. He besides noted the institution generated $6.5 million of GAAP nett income successful the quarter, compared with a nett nonaccomplishment of $3.6 million successful the anterior quarter. Net currency provided by operating activities was $64.1 million, and escaped currency travel was $55.8 million, up 76% year-over-year, representing a 14% escaped currency travel margin.