Zeta Global reported Q3 revenue of $493 million and adjusted EPS of $0.38, beating analyst estimates of $474.22 million and $0.28. It raised Q4 revenue and adjusted EBITDA guidance and increased its 2026 revenue outlook to $1.853 billion-$1.857 billion.
Zeta Global's Q3 revenue rose 46% year over year to $493 million, above the $474.22 million analyst estimate. Adjusted EPS was $0.38, beating the $0.28 estimate; the company reported $38 million in net income and $82 million in free cash flow.
The company raised its Q4 revenue guidance to $521 million-$525 million, from a prior midpoint of $508 million, and adjusted EBITDA guidance to $135.2 million-$136.3 million, from a $131.9 million midpoint. It increased full-year 2026 revenue guidance to $1.853 billion-$1.857 billion, up from a $1.818 billion midpoint.
Zeta Global said accelerating revenue growth was driven by increased adoption and usage of its Athena platform. Its super-scaled customer count rose 18% to 212, while average revenue per customer increased 22% to $2.0 million.
