Zeta Global(NYSE) ZETA

Zeta Global Holdings Corp. helps companies find and reach customers online. It uses artificial intelligence to predict what people want to buy. This makes digital marketing more effective for large brands.

Inside the Zeta Toolkit

• Zeta Marketing Platform: AI-powered software that sends personalized messages across email and social media; generated 73% of revenue from direct platforms during the six months ended June 30, 2026.
• Consumer Data Platform: Centralized system that combines data to form a unified view of individual consumer identities and purchase habits.
• Zeta SuperGraph: Identity resolution technology that matches consumers across channels while maintaining compliance with privacy standards.
• Zeta Answers: Business intelligence suite that translates proprietary data into targeted digital advertising programs for specific audiences.

Strategic Moves and New Horizons

• Acquired Marigold's Enterprise Business on Nov. 24, 2025, contributing $48.1 million to total revenue in the second quarter of 2026.
• Introduced generative artificial intelligence solutions to help brands create personalized experiences and optimize marketing spend at scale.
• Authorized a stock repurchase program in July 2025 to buy back up to $200.0 million in shares through the end of 2027.
• Increased the count of super-scaled customers to 197 by June 30, 2026, a 17% increase from the prior year.

Data Intelligence at Scale

Zeta uses machine learning to process billions of data points, creating a feedback loop that improves marketing results in real time. The company manages its own proprietary data set alongside customer information to uncover unique consumer insights.

Checking the Vital Signs

• Revenue rose 43.5% year over year to $442.8 million for the three-month period ended June 30, 2026.
• Average revenue per super-scaled user reached $1.8 million for the three months ended June 30, 2026, up 17% from the previous year.
• Adjusted EBITDA was $91.7 million for the three months ended June 30, 2026, up from $58.8 million in the second quarter of 2025.
• Cash and cash equivalents totaled $310.0 million as of June 30, 2026, with total outstanding long-term borrowings of $197.5 million.
• Net income reached $8.2 million for the quarter ended June 30, 2026, improving from a net loss of $12.8 million in the second quarter of 2025.

The Evolution of Zeta

Zeta has transitioned from a data provider into a comprehensive AI marketing platform. By combining proprietary data sets with automation software, it helps enterprises manage complex digital advertising across multiple channels.