Zeta Global Reports 43.5% Revenue Growth to $442.8 Million in Latest Quarter

Zeta Global Holdings Corp. reported significant financial growth in its latest quarterly filing, with revenues reaching $442.8 million for the three months ended June 30, 2026, a 43.5% increase from $308.4 million in the same period last year. For the first half of 2026, total revenues amounted to $839.1 million, up 46.5% from $572.9 million in the prior year. The company attributed this growth to new customer acquisitions and increased usage among existing clients, alongside contributions from its recent acquisition of Marigold’s Enterprise Business, which added $48.1 million to quarterly revenues.

The company’s operating expenses also rose, totaling $425.8 million for the second quarter, compared to $313.5 million in the previous year, driven primarily by increased media costs and employee-related expenses. Notably, Zeta reported a net income of $8.2 million for the quarter, a turnaround from a net loss of $12.8 million in the same quarter of 2025. This improvement reflects a strategic focus on enhancing operational efficiency and leveraging its technology platform to drive profitability.

Zeta Global's customer base saw a notable increase, with the number of super-scaled customers rising by 17% to 197 as of June 30, 2026. The average revenue per user (ARPU) for these customers also increased by 17% to $1.8 million. The company continues to expand its geographic footprint, with international revenues growing significantly, contributing $40.2 million in the second quarter, compared to $10.0 million in the prior year.

In terms of strategic developments, Zeta completed the acquisition of Marigold’s Enterprise Business in November 2025, which has been integrated into its operations. The company has also been actively managing its capital structure, with a focus on share repurchases under its $200 million stock repurchase program initiated in July 2025. As of June 30, 2026, Zeta had repurchased approximately $55.6 million worth of its shares, reflecting its commitment to returning value to shareholders.

Looking ahead, Zeta Global expressed optimism about its growth trajectory, supported by its robust technology platform and expanding customer base. The company anticipates continued revenue growth driven by increased demand for its AI-powered marketing solutions, although it remains cautious about potential macroeconomic challenges that could impact its operations. The management believes that the existing cash reserves and anticipated cash flows will be sufficient to meet its operational needs for the foreseeable future.