Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue $442.8M vs. $420.6M expected, and normalized EPS of $0.21 exceeded the $0.19 mean estimate. Revenue grew 43.5% YoY, driven by the Marigold acquisition and strong organic growth from super-scaled customers, which increased 17% YoY. Despite a GAAP net loss of $5.1M for the first half, the company turned a GAAP profit of $8.2M in Q2, with Adjusted EBITDA margin expanding to 20.7%.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Zeta Global(ZETA) the Revenue is 442.77 M (+43.55%), Beat estimate;the EBIT is 69.04 M (+66.9%), Beat estimate;the EPS is 0.03 (+150%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.44B43.55%
0.42B36.37%
+0.02B7.18%
EBITExceed expectations
0.07B66.90%
0.06B56.14%
+0.00B10.76%
EPSExceed expectations
0.03150.00%
-0.025757.15%
+0.055792.85%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf