Zeta Global: The Shares Have Doubled, And I Remain Bullish
Zeta Global delivered its 20th consecutive beat-and-raise quarter, posting first-ever positive GAAP net income and accelerating revenue, margin, and FCF growth. ZETA raised full-year 2026 guidance across revenue, adjusted EBITDA, FCF, and GAAP EPS, with operating metrics and customer expansion ahead of its 2028 model. Strategic hires from Salesforce, international expansion, and acquisitions in AI and data infrastructure position ZETA for global growth and product innovation.