Zeta Global Holdings Corp. (ZETA)
ZETA Rides AI and Agency Shifts as Marketing Platforms Evolve Fast
ZETA reflects fast-changing marketing tech trends as AI adoption, vendor consolidation and agency expansion collide with margin and cash-timing friction.
Is ZETA Stock a Buy as Growth Beats Meet Estimate Pressure in 2026?
ZETA's rapid growth, AI adoption and raised 2026 outlook face a tougher buy case as estimated pressure, margins and limited upside cloud the setup.
ZETA Stock Outlook Hinges on AI Growth and Margin Trade-Offs in 2026
ZETA's AI platform is gaining enterprise traction, but 2026 margin pressure from agency-led social channels keeps the stock outlook less settled.
Zeta Global Holdings Corp. (ZETA) Discusses AI Strategy Evolution, Infrastructure Transformation, and Strategic Partnerships Transcript
Zeta Global Holdings Corp. (ZETA) Discusses AI Strategy Evolution, Infrastructure Transformation, and Strategic Partnerships Transcript
Zeta Global Holdings Corp. (ZETA) Discusses Strategic Partnership With Palantir and Pivot to AI Infrastructure Transcript
Zeta Global Holdings Corp. (ZETA) Discusses Strategic Partnership With Palantir and Pivot to AI Infrastructure Transcript
This AI Software Stock Is Growing Fast. Is It Still a Buy?
Zeta Global (ZETA +0.14%) is building momentum with Athena, enterprise customer growth, and the Marigold acquisition, but the stock already reflects major optimism. The upside thesis depends on whether AI engagement can become real monetization, stronger margins, and deeper customer relationships.
Zeta Global Holdings Corp. (ZETA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Zeta Global Holdings Corp. (ZETA) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Why Zeta's Valuation No Longer Makes Sense
Athena generated 7x higher agentic interactions and drove 60% of platform AI activity within one launch week. Q1 2026 revenue surged 50% to $396 million, while adjusted EBITDA climbed 42% to $66 million. Super-scaled customers increased 19% to 189, while ARPU jumped 21% to approximately $1.7 million year-over-year.
Zeta Global Holdings (ZETA) Tops Q1 Earnings and Revenue Estimates
Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.07 per share a year ago.
Zeta Global Holdings Corp. (ZETA) Q1 2026 Earnings Call Transcript
Zeta Global Holdings Corp. (ZETA) Q1 2026 Earnings Call Transcript
Zeta Global Holdings Corp. (ZETA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Zeta Global Holdings Corp. (ZETA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
ZETA's Path to Profitability: Sustainable or a Mere One-Time Event?
Zeta Global posts $6.5M net income, extends beat-and-raise streak and lifts the 2026 outlook, marking a potential turning point in its profitability story.
