Zeta Global Raises 2026 Guidance After 30% Revenue Growth, 54.8% Loss Cut
Zeta Global narrowed its 2025 net loss by 54.8% to $31.5 million while full-year revenue climbed 30% to $1.3 billion, and Q4 sales rose 25.4% to $394.6 million. It raised 2026 revenue guidance to $1.75 billion and set adjusted EBITDA targets of about $391 million.
1. 2025 Earnings Performance
Zeta Global narrowed its full-year 2025 net loss by 54.8% to $31.5 million and reported a 30% increase in revenue to $1.3 billion. In the fourth quarter, sales climbed 25.4% to $394.6 million even as net income declined 57% to $6.5 million amid elevated operating expenses.
2. 2026 Guidance Raise
The company lifted its full-year 2026 revenue outlook to a range of $1.749 billion to $1.762 billion, implying growth of 34%–35%, and set adjusted EBITDA targets of $389.9 million to $392.1 million, up 40%–41%. First-quarter revenue is projected at $369 million to $371 million, reflecting 39%–40% year-over-year expansion.
3. Stock Reaction
Shares jumped 13.35% following the earnings release and guidance update, signaling investor approval of the company’s stronger margins and accelerating top-line momentum. The rally highlights market confidence in Zeta Global’s strategic execution and growth trajectory.