Overview

• AI marketing cloud's Q4 revenue grew 25% yr/yr, beating analyst expectations

• Company achieved positive GAAP net income of $6.5 mln for Q4

• Company grew Super-Scaled Customer count by 24% yr/yr

Outlook

• Zeta Global raises Q1 2026 revenue guidance to $369 mln-$371 mln

• Company expects full-year 2026 revenue between $1.749 bln and $1.762 bln

• Zeta Global targets positive GAAP net income for full-year 2026

Result Drivers

• REVENUE GROWTH - Q4 revenue rose 25% year-over-year, driven by proprietary data and AI capabilities

• CUSTOMER EXPANSION - Super-Scaled Customer count increased by 24% year-over-year

Company press release: ID:nBw3SD8mga

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the software peer group is "buy"

• Wall Street's median 12-month price target for Zeta Global Holdings Corp is $30.00, about 100.3% above its February 23 closing price of $14.98

• The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 22 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)