$Zeta Global Holdings Corp.(ZETA)$ is releasing the earnings tomorrow!
Here are 5️⃣ KPIs to watch!
1/ Scaled Customer Count
In Q3 $ZETA grew total large customers by 20%.
$1M+ ARR Customers by 25%.
Any acceleration is welcome.
2/ Revenue Growth
Analysts expect:
- $379M
- +20.5% Y/Y
- +12.5% Q/Q
3/ GAAP Profitability
Analysts expect:
- $62M
- +305% Y/Y
- +16,000% Q/Q
4/ 2026 Guidance
Analysts expect:
- Revenue $1.73B +34.2%
- EBITDA $383M +39.3%
- Net Income $89M +324%
- FCF $224M +42%
A beat is a must!
5/ 2028 Guidance
- Revenue $2.1B
- ADJ EBITDA $525M
- FCF $340M
Investors would like to see $ZETA significantly increase the guidance to incorporate the Marigold acquisition and synergies.
A 2029 Guidance would also be welcome.
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