NYSE$ZETA

Zeta Global Holdings Corp · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Zeta Global reported Q1 2026 revenues of $396.3M and a net loss of $13.2M, with diluted loss per share of $0.06.

Zeta Global revenues grew 50% to $396.3 million on marketing-cloud and data platform demand. Operating loss was $18.9 million; net loss was $13.2 million, or $0.06 per share, versus $1.6 million and breakeven. Sales and marketing spend of $102.4 million funded enterprise customer acquisition.

  • Revenues $396.3M (+50% YoY).
  • Operating loss $(18.9)M on elevated go-to-market spend.
  • Net loss $(13.2)M; diluted EPS $(0.06).
  • R&D $45.0M on AI-driven marketing platform.
  • Super-scaler customer wins highlighted.

Headline financials

Total Revenue

$396M

Previous: $264M+49.9%
EPS (adj)

-$0.06

Previous: -$0.10+40.0%
Capital Expenditures

-$3.01M

Previous: -$2.74M-10.1%
Net Income

-$13.2M

Previous: -$21.6M+38.7%
Operating Income

-$18.8M

Previous: -$16.1M-16.9%

Revenue & EPS history

Zeta Global · Revenue · Quarterly

$396M

Q1 2026+49.9%vs Q1 2025
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

SaaS marketing MD&A discusses customer growth and platform ARPU without GAAP EPS guidance.

Tailwinds

  • Hypergrowth revenue on AI positioning.
  • Large enterprise logo momentum.

Headwinds

  • Operating losses from sales and marketing investment.
  • Competition in customer data platforms.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+2.3%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.2%

Avg return

30 days after

63%

15 / 24 earnings

Positive

+21.6%

Q2 2022

Best reaction

-20.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%-6.5%+24.4%
Q4 2025+5.1%+2.4%-14.3%
Q3 2025+19.4%+19.1%+14.1%
Q1 2025+1.3%-2.1%-2.6%
Q4 2024-13.7%-19.6%-33.2%
Q3 2024-20.7%-50.6%-39.5%
Q2 2024+14.3%+4.6%+25.9%
Q1 2024+20.0%+23.2%+29.0%
Q4 2023+2.6%+0.0%+5.8%
Q3 2023+3.8%+4.2%+8.2%
Q2 2023+6.1%-5.9%-14.9%
Q1 2023-9.6%-10.6%-2.9%
Q4 2022+16.3%+15.3%+11.4%
Q3 2022-3.4%-0.5%+5.3%
Q2 2022+21.6%+27.2%+16.0%
Q1 2021-9.7%-2.2%-21.5%
Q1 2022-0.7%+11.0%-7.6%
Q4 2019+8.9%-7.6%-8.6%
Q4 2021+5.7%+15.0%-3.4%
Q3 2020-0.2%-6.3%-14.6%
Q3 2021-3.5%-7.6%-17.5%
Q4 2020+1.0%-7.0%+17.5%
Q2 2020+1.0%-7.0%+17.5%
Q2 2021-10.5%-4.8%+11.0%
Q1 2020

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