Zeta Global beats and raises for 20th consecutive quarter
Zeta Global reported Q2 2026 earnings with revenue of $443M (+44% YoY), beating guidance midpoint by $23M. Adjusted EBITDA was $92M with a 20.7% margin, and free cash flow was $58M (+73%). The company raised its full-year 2026 GAAP EPS guidance from $0.02-$0.04 to $0.09-$0.11. Despite the beat, the stock sold off, which multiple analysts called unjustified.
Detected & updated continuously · Source: Nebula
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@Ashton_1nvests
Initial thoughts on $ZETA earnings: Another monster quarter and the 20th consecutive beat and raise. - Revenue: $443M, +44% YoY - Beat guidance midpoint by $23M - Adjusted EBITDA: $92M - Adjusted EBITDA margin: 20.7%, +170 bps - Free cash flow: $58M, +73% - Positive GAAP net
@Kev_Capital_TA
$ZETA just crushed it, this is what a real earnings beat looks like. Revenue soared 12% QoQ ($396M → $443M). Adjusted EBITDA margin jumped 400 bps to 20.7%. But here's what blew me away: Full-year 2026 GAAP EPS guidance was raised from $0.02–$0.04 all the way to $0.09–$0.11. https://t.co/2FVbYi1dci
@EndicottInvests
This $ZETA sell off is ludicrous Beat and raises across the board. Should be up 10%+ Silly.
@EndicottInvests
This was my speculation as well as to why we see the drop in $ZETA The quarter was fantastic and the sell off is ridiculous
@Ashton_1nvests
In short, $AMD and $ZETA both crushed earnings. Any short-term weakness should be viewed as a gift, IMO. Both companies raised guidance, continue to execute at a high level, and remain extremely well positioned for the long term. The thesis only got stronger for me.