Zeta Global Holdings Corp. (NYSE:ZETA) shares are trading higher on Wednesday.
Yesterday, the firm reported its fourth-quarter earnings. Zeta Global reported quarterly revenue of $394.64 million, which beat the Street estimate of $379.23 million and was a 25.41% increase over revenue of $314.67 million from the same period last year.
Zeta expects fiscal 2026 revenue of $1.75 billion to $1.76 billion, versus the $1.72 billion analyst estimate.
In the company’s quarterly conference call, Co-founder and CEO David Steinberg framed the company's progress as part of a long-term data and AI strategy.
He told investors, "We delivered our eighteenth consecutive beat and raise quarter, and I want to be clear about why this keeps happening." Steinberg emphasized the company's proprietary data assets and the Athena AI interface as drivers of enterprise adoption.
He added that customers increasingly view Zeta as a revenue generator rather than a marketing expense.
“Marketers are recognizing the strong return on investment delivered by Zeta and increasingly view us as a revenue center for their business, not a cost center,” Steinberg said.
Athena And AI Expansion
In the conference call, executives said Athena reduces friction across marketing workflows and helps teams automate segmentation and analysis. “Athena further amplifies the strategy by removing the friction across the Zeta Marketing Platform, making it easier for customers to adopt, expand, and scale multiple use cases.”
Early customers reported improved productivity and stronger campaign performance, according to management commentary.
Zeta also announced a collaboration with OpenAI, positioning large language models as foundational tools layered with proprietary data systems.
The company's SuperGraph identity database now spans hundreds of millions of consumers worldwide.
The company expects full-year 2026 adjusted EBITDA near $391 million and forecasts positive GAAP profitability.
ZETA Price Action: Zeta Global Holdings shares were up 3.42% at $17.56 at the time of publication on Wednesday, according to Benzinga Pro data.
Photo by Piotr Swat via Shutterstock
