View ValuationZeta Global Holdings 향후 성장Future 기준 점검 5/6Zeta Global Holdings (는) 각각 연간 50.3% 및 14.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 50.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.5% 로 예상됩니다.핵심 정보50.3%이익 성장률50.40%EPS 성장률Software 이익 성장0%매출 성장률14.6%향후 자기자본이익률29.49%애널리스트 커버리지Good마지막 업데이트07 Jul 2026최근 향후 성장 업데이트공고 • May 03Zeta Global Holdings Corp. Updates Earnings Guidance for the Full Year 2026Zeta Global Holdings Corp. updated earnings guidance for the full year 2026. For the period, the company expects positive GAAP Net Income for the full year 2026 and Increasing revenue guidance to a range of $1,779 million to $1,792 million, up $30 million at the midpoint from the prior guidance of $1,755 million. Revised guidance represents a year-over-year growth rate of 36% to 37%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue.공고 • May 02Zeta Global Holdings Corp. Raises Earnings Guidance for the Second Quarter of 2026Zeta Global Holdings Corp. raised earnings guidance for the second quarter of 2026. For the period, the company expects revenue guidance to a range of $419 million to $422 million, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.공고 • Feb 25Zeta Global Holdings Corp. Raises Earnings Guidance for the First Quarter and Full Year of 2026Zeta Global Holdings Corp. raised earnings guidance for the first quarter and full year of 2026. For the quarter the company increasing revenue guidance to a range of $369 million to $371 million, up $8 million at the midpoint from the prior guidance of $362 million. The revised guidance represents a year-over-year growth rate of 39% to 40%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue. For the year, the company expects revenue to be in the range of $1,749 million to $1,762 million, up $25 million at the midpoint from the prior guidance of $1,730 million. Revised guidance represents a year-over-year growth rate of 34% to 35%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.공고 • Nov 05+ 1 more updateZeta Global Holdings Corp. Increases Earnings Guidance for the Fourth Quarter and Full Year 2025Zeta Global Holdings Corp. increased earnings guidance for the fourth quarter and full year 2025. For the quarter, the company is increasing revenue guidance to a range of $363 million to $366 million, up $2 million at the midpoint from the prior guidance of $363 million. The revised guidance represents a year-over-year growth rate of 15% to 16%, and 23% to 24% when excluding political candidate and LiveIntent revenue. For the full year, the company is increasing revenue guidance to a range of $1,273 million to $1,276 million, up $11 million at the midpoint from the prior guidance of $1,263 million. Revised guidance represents a year-over-year growth rate of 27%, and 26% when excluding political candidate and LiveIntent revenue.공고 • Aug 06Zeta Global Holdings Corp. Revises Earnings Guidance for the Third Quarter and Full Year 2025Zeta Global Holdings Corp. revised earnings guidance for the third quarter and full year 2025. For the third quarter, the company increased revenue guidance to a range of $327 million to $329 million, up $5 million at the midpoint from the prior guidance of $323 million. The revised guidance represents a year-over-year growth rate of 22% to 23%. For the full year, the company increased revenue guidance to a range of $1,258 million to $1,268 million, up $21 million at the midpoint from the prior guidance of $1,242 million. Revised guidance represents a year-over-year growth rate of 25% to 26%.모든 업데이트 보기Recent updates공고 • Jun 20Zeta Global Expands Athena by Zeta to AgenciesZeta Global announced the expansion of Athena by Zeta to agencies. Athena, Zeta’s superintelligent agent, continuously analyzes signals, identifies what to do next, and optimizes outcomes to help agencies move faster, act smarter, and deliver measurably better results for their clients. Built on Zeta's proprietary SuperGraph, one of the industry’s largest identity graphs, Athena continuously analyzes signals across 245 million individuals in the U.S. to provide a real-time understanding of customer behavior. By unifying agency data with Zeta’s SuperGraph, Athena surfaces opportunities, recommends next best actions, and optimizes performance across the customer lifecycle. Built for agencies and media teams, the following AI capabilities are integrated directly into Athena for agencies: Agentic Workflows: AI agents that continuously monitor performance, recommend next-best actions, and optimize outcomes across campaigns without waiting to be asked. Precision Measurement: Identity-powered attribution that connects marketing activity to incremental business impact in real time. Answers: Conversational intelligence that turns customer signals, campaign performance and business outcomes into clear, actionable decisions. Athena for Insights and Measurement is available to agency partners in beta, with full availability scheduled to be rolled out throughout the remainder of 2026. Zeta Global will spotlight Athena by Zeta throughout Cannes Lions 2026, hosting daily demos and client engagements at the Athena suite.Buy Or Sell Opportunity • Jun 17Now 21% undervaluedOver the last 90 days, the stock has risen 6.6% to Mex$322. The fair value is estimated to be Mex$408, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 81%.Recent Insider Transactions • Jun 17Independent Director recently sold Mex$2.6m worth of stockOn the 12th of June, Jeanine Silberblatt sold around 8k shares on-market at roughly Mex$342 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$7.1m more than they bought in the last 12 months.Recent Insider Transactions • Jun 14Independent Director recently sold Mex$2.6m worth of stockOn the 12th of June, Jeanine Silberblatt sold around 8k shares on-market at roughly Mex$342 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$7.1m more than they bought in the last 12 months.Buy Or Sell Opportunity • May 19Now 24% undervaluedOver the last 90 days, the stock has risen 17% to Mex$317. The fair value is estimated to be Mex$415, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 81%.공고 • May 03Zeta Global Holdings Corp. Updates Earnings Guidance for the Full Year 2026Zeta Global Holdings Corp. updated earnings guidance for the full year 2026. For the period, the company expects positive GAAP Net Income for the full year 2026 and Increasing revenue guidance to a range of $1,779 million to $1,792 million, up $30 million at the midpoint from the prior guidance of $1,755 million. Revised guidance represents a year-over-year growth rate of 36% to 37%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue.공고 • May 02Zeta Global Holdings Corp. Raises Earnings Guidance for the Second Quarter of 2026Zeta Global Holdings Corp. raised earnings guidance for the second quarter of 2026. For the period, the company expects revenue guidance to a range of $419 million to $422 million, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.Reported Earnings • May 02First quarter 2026 earnings released: US$0.054 loss per share (vs US$0.10 loss in 1Q 2025)First quarter 2026 results: US$0.054 loss per share (improved from US$0.10 loss in 1Q 2025). Revenue: US$396.3m (up 50% from 1Q 2025). Net loss: US$13.2m (loss narrowed 39% from 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.공고 • Apr 28Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026. Location: at 3 park avenue, 41st floor, ny 10016., new york United States공고 • Apr 17Zeta Global Holdings Corp. to Report Q1, 2026 Results on Apr 30, 2026Zeta Global Holdings Corp. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026공고 • Mar 24Zeta Global Launches Athena by Zeta for General AvailabilityZeta Global announced the general availability of Athena by Zeta™, its superintelligent agent designed for enterprise marketing teams. Athena converts enterprise data into predictive answers, enabling marketing teams to identify opportunities faster, execute with precision, and prove the business impact of every decision. Athena delivers predictive recommendations tied directly to execution, with built-in financial accountability. Since Athena’s debut at Zeta Live in October 2025, early users are already seeing results. Segmentation that once required days of analysis can now be completed in minutes. Campaign workflows that previously spanned weeks can now execute in hours. Marketers are also accelerating proof of ROI, shifting from post-campaign reporting to pre-campaign confidence in expected performance and return. Athena combines predictive decision-making, faster execution, and financial accountability through a fully conversational interface powered by advanced OpenAI models. Athena offers Insights for conversational analytics and Advisor for goal-based optimization. It also includes adaptive revenue modeling, and curated intelligence from Zeta’s Data Cloud, voice interaction capabilities, and journey attribution across paid, owned, online, and offline channels. The Athena agent and first Athena apps, Insights and Advisor, are now available in the Zeta Marketing Platform.Board Change • Feb 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Imran Khan was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 25Full year 2025 earnings released: US$0.13 loss per share (vs US$0.38 loss in FY 2024)Full year 2025 results: US$0.13 loss per share (improved from US$0.38 loss in FY 2024). Revenue: US$1.30b (up 30% from FY 2024). Net loss: US$31.5m (loss narrowed 55% from FY 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.공고 • Feb 25Zeta Global Holdings Corp. Raises Earnings Guidance for the First Quarter and Full Year of 2026Zeta Global Holdings Corp. raised earnings guidance for the first quarter and full year of 2026. For the quarter the company increasing revenue guidance to a range of $369 million to $371 million, up $8 million at the midpoint from the prior guidance of $362 million. The revised guidance represents a year-over-year growth rate of 39% to 40%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue. For the year, the company expects revenue to be in the range of $1,749 million to $1,762 million, up $25 million at the midpoint from the prior guidance of $1,730 million. Revised guidance represents a year-over-year growth rate of 34% to 35%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.공고 • Feb 11Zeta Global Holdings Corp. to Report Q4, 2025 Results on Feb 24, 2026Zeta Global Holdings Corp. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026Buy Or Sell Opportunity • Feb 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to Mex$297. The fair value is estimated to be Mex$377, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 69%.Recent Insider Transactions • Dec 16Independent Director recently sold Mex$4.5m worth of stockOn the 12th of December, Jeanine Silberblatt sold around 13k shares on-market at roughly Mex$349 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Buy Or Sell Opportunity • Dec 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to Mex$317. The fair value is estimated to be Mex$407, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 69%.Recent Insider Transactions • Dec 14Independent Director recently sold Mex$4.5m worth of stockOn the 12th of December, Jeanine Silberblatt sold around 13k shares on-market at roughly Mex$349 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.공고 • Nov 25+ 2 more updatesZeta Global Holdings Corp. has filed a Follow-on Equity Offering in the amount of $0.999997 million.Zeta Global Holdings Corp. has filed a Follow-on Equity Offering in the amount of $0.999997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 58,943 Price\Range: $16.9655Buy Or Sell Opportunity • Nov 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.2% to Mex$342. The fair value is estimated to be Mex$432, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 69%.Reported Earnings • Nov 06Third quarter 2025 earnings released: US$0.015 loss per share (vs US$0.092 loss in 3Q 2024)Third quarter 2025 results: US$0.015 loss per share (improved from US$0.092 loss in 3Q 2024). Revenue: US$337.2m (up 26% from 3Q 2024). Net loss: US$3.63m (loss narrowed 79% from 3Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.공고 • Nov 05+ 1 more updateZeta Global Holdings Corp. Increases Earnings Guidance for the Fourth Quarter and Full Year 2025Zeta Global Holdings Corp. increased earnings guidance for the fourth quarter and full year 2025. For the quarter, the company is increasing revenue guidance to a range of $363 million to $366 million, up $2 million at the midpoint from the prior guidance of $363 million. The revised guidance represents a year-over-year growth rate of 15% to 16%, and 23% to 24% when excluding political candidate and LiveIntent revenue. For the full year, the company is increasing revenue guidance to a range of $1,273 million to $1,276 million, up $11 million at the midpoint from the prior guidance of $1,263 million. Revised guidance represents a year-over-year growth rate of 27%, and 26% when excluding political candidate and LiveIntent revenue.공고 • Oct 21Zeta Global Holdings Corp. to Report Q3, 2025 Results on Nov 04, 2025Zeta Global Holdings Corp. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025공고 • Oct 09Zeta Global Unveils Athena by Zeta™?Zeta Global unveiled Athena by Zeta™?, a superintelligent agent designed to reshape how enterprises work and grow in this next era of AI. Powered by Zeta's proprietary data cloud and contextual intelligence, Athena is Zeta's first superintelligent agent to personalize the marketer's digital workspace, adapting to each user's goals, style, and decisions. By empowering marketers with intuitive, adaptive experiences, Athena removes the friction between the human and AI and helps marketers take smarter actions and maximize ROI at every touchpoint. Seamlessly integrated with the Zeta Marketing Platform, Athena delivers instant answers, smarter decisions, and agentic actions through a suite of agentic apps, accessed via natural, voice-activated dialogue and an adaptive interface. Every answer, decision, and forecast flows seamlessly through the Zeta Marketing Platform, where hyper-targeted audiences are activated, media optimized, and outcomes measured. Zeta Agentic App Suite: A suite of agentic apps accessible by Athena and powered by the Zeta Marketing Platform. Advisor: Advisor turns business goals, like revenue growth, cost savings or engagement, into results fast. Advisor translates objectives into AI-driven plans with clear recommendations, automated workflows, and real-time KPI optimization to boost impact. Workflows: Agentic workflows enable marketers to team up agents to orchestrate multi-step tasks, from onboardboarding data to campaign activation, reducing manual effort and accelerating execution. Simulator: Make smarter bets before spending a single dollar. With Simulator, marketers can forecast, test and refine cross-channel strategies before spending, with results aligned to your attribution model. Insights: Know more and act faster by turning questions into instant answers. Insights now comes with conversational analytics for instant trends, audience opportunities, new pockets of growth, and stakeholders-ready dashboards.공고 • Oct 02Zeta Global Holdings Corp. (NYSE:ZETA) entered into a Purchase Agreement to acquire enterprise business of Iris Holdings L.P., Campaign Monitor Europe UK LTD, and Selligent Holdings Limited for approximately $330 million.Zeta Global Holdings Corp. (NYSE:ZETA) entered into a Purchase Agreement to acquire enterprise business of Iris Holdings L.P., Campaign Monitor Europe UK LTD, and Selligent Holdings Limited for approximately $330 million on September 27, 2025. The transaction proceeds, subject to adjustments, will consist of (i) $100 million of cash and $100 million of newly issued shares of Class A common stock of Zeta, and (ii) a seller note that is payable within three months of closing for an amount equal to up to $125 million (up to $50 million of which will be paid in cash, with the remaining $75 million paid, at Zeta’s election, in cash or newly issued shares of Zeta Stock). The acquisition includes Marigold Loyalty, Cheetah Digital, Selligent, Sailthru, Liveclicker, and Grow. The expected completion of the transaction is by the end of 2025 and is subject to customary closing conditions. The transaction is expected to be accretive to adjusted EBITDA and free cash flow in year one of Zeta. Morgan Stanley & Co. LLC acted as financial advisor for Zeta Global Holdings Corp. Eyal Orgad, Charles Ruck, Joel Trotter, Alison Haggerty, David Raab, David Della Rocca, Megan Alessi, Kendall Burnett, Rebecca Fielding, Sandra Benjamin, Jessica Cohen, Robert Blamires, Kelly Fayne, Patrick English, David Little, Shira Bressler, Harrison White, and Andrew Galdes of Latham & Watkins LLP acted as legal advisor for Zeta Global Holdings Corp. Willkie Farr & Gallagher LLP acted as legal advisor for Iris Holdings L.P.공고 • Sep 18Zeta Global Announces Generative Engine Optimization Solution to Help Brands Lead in the Post-Search EraZeta Global announced its Generative Engine Optimization (GEO) solution, a new capability built into the Zeta Marketing Platform (ZMP) to help brands stay visible, accurate, and competitive as consumers shift from traditional search to AI-generated answers. The new tool enables marketers to monitor how their brands appear across leading AI systems including ChatGPT,emini, and Claude and to optimize for those answers with targeted, actionable recommendations. Zeta's GEO solution will be available in the Zeta Marketing Platform in the coming weeks. As consumers increasingly turn to generative AI for search and discovery, traditional search behaviors are rapidly declining. According to Gartner, query volume on traditional search engines will fall by 25% next year as users shift to AI systems for synthesized answers. Meanwhile, Bain & Company reports that 80% of consumers use generative AI for 40% of their searches, underscoring the urgent need for brands to ensure accuracy and visibility within AI-driven results. Zeta's GEO solutions equips marketers with the intelligence and recommendations needed to address these challenges by enabling brands to: Track brand visibility and sentiment across leading AI platforms with the AI Visibility Leaderboard Identify and correct citation gaps, hallucinations, or off-brand answers. Leverage Zeta Data for brands to inform GEO optimization strategy Optimize content to be LLM-ready (Q&A, summaries, metadata); Benchmark competitors, monitor AI share of voice, and measure impact; Align PR, SEO, and content into a unified AI-facing strategy.Reported Earnings • Aug 06Second quarter 2025 earnings released: US$0.054 loss per share (vs US$0.16 loss in 2Q 2024)Second quarter 2025 results: US$0.054 loss per share (improved from US$0.16 loss in 2Q 2024). Revenue: US$308.4m (up 35% from 2Q 2024). Net loss: US$12.8m (loss narrowed 54% from 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.공고 • Aug 06Zeta Global Holdings Corp. Revises Earnings Guidance for the Third Quarter and Full Year 2025Zeta Global Holdings Corp. revised earnings guidance for the third quarter and full year 2025. For the third quarter, the company increased revenue guidance to a range of $327 million to $329 million, up $5 million at the midpoint from the prior guidance of $323 million. The revised guidance represents a year-over-year growth rate of 22% to 23%. For the full year, the company increased revenue guidance to a range of $1,258 million to $1,268 million, up $21 million at the midpoint from the prior guidance of $1,242 million. Revised guidance represents a year-over-year growth rate of 25% to 26%.이익 및 매출 성장 예측BMV:ZETA * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,376199375422612/31/20272,075872853611512/31/20261,78711234288153/31/20261,437-23178214N/A12/31/20251,305-32165199N/A9/30/20251,225-23141178N/A6/30/20251,156-37119155N/A3/31/20251,075-52105144N/A12/31/20241,006-7092134N/A9/30/2024901-12079117N/A6/30/2024822-14667106N/A3/31/2024766-1706095N/A12/31/2023729-1875591N/A9/30/2023694-2045087N/A6/30/2023657-2304683N/A3/31/2023622-2643977N/A12/31/2022591-2793978N/A9/30/2022551-2894076N/A6/30/2022514-2883467N/A3/31/2022483-3002760N/A12/31/2021458-2571844N/A9/30/2021438-2131642N/A6/30/2021418-1601339N/A3/31/2021388-811538N/A12/31/2020368-731036N/A12/31/2019306-56N/A31N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ZETA * 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: ZETA * (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: ZETA * 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: ZETA * 의 수익(연간 14.6%)이 MX 시장(연간 6.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ZETA * 의 수익(연간 14.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ZETA *의 자본 수익률은 3년 후 29.5%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 21:17종가2026/07/17 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Zeta Global Holdings Corp.는 21명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Koji IkedaBofA Global ResearchMatthew BullockBofA Global ResearchZachary CumminsB. Riley Securities, Inc.18명의 분석가 더 보기
공고 • May 03Zeta Global Holdings Corp. Updates Earnings Guidance for the Full Year 2026Zeta Global Holdings Corp. updated earnings guidance for the full year 2026. For the period, the company expects positive GAAP Net Income for the full year 2026 and Increasing revenue guidance to a range of $1,779 million to $1,792 million, up $30 million at the midpoint from the prior guidance of $1,755 million. Revised guidance represents a year-over-year growth rate of 36% to 37%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue.
공고 • May 02Zeta Global Holdings Corp. Raises Earnings Guidance for the Second Quarter of 2026Zeta Global Holdings Corp. raised earnings guidance for the second quarter of 2026. For the period, the company expects revenue guidance to a range of $419 million to $422 million, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.
공고 • Feb 25Zeta Global Holdings Corp. Raises Earnings Guidance for the First Quarter and Full Year of 2026Zeta Global Holdings Corp. raised earnings guidance for the first quarter and full year of 2026. For the quarter the company increasing revenue guidance to a range of $369 million to $371 million, up $8 million at the midpoint from the prior guidance of $362 million. The revised guidance represents a year-over-year growth rate of 39% to 40%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue. For the year, the company expects revenue to be in the range of $1,749 million to $1,762 million, up $25 million at the midpoint from the prior guidance of $1,730 million. Revised guidance represents a year-over-year growth rate of 34% to 35%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.
공고 • Nov 05+ 1 more updateZeta Global Holdings Corp. Increases Earnings Guidance for the Fourth Quarter and Full Year 2025Zeta Global Holdings Corp. increased earnings guidance for the fourth quarter and full year 2025. For the quarter, the company is increasing revenue guidance to a range of $363 million to $366 million, up $2 million at the midpoint from the prior guidance of $363 million. The revised guidance represents a year-over-year growth rate of 15% to 16%, and 23% to 24% when excluding political candidate and LiveIntent revenue. For the full year, the company is increasing revenue guidance to a range of $1,273 million to $1,276 million, up $11 million at the midpoint from the prior guidance of $1,263 million. Revised guidance represents a year-over-year growth rate of 27%, and 26% when excluding political candidate and LiveIntent revenue.
공고 • Aug 06Zeta Global Holdings Corp. Revises Earnings Guidance for the Third Quarter and Full Year 2025Zeta Global Holdings Corp. revised earnings guidance for the third quarter and full year 2025. For the third quarter, the company increased revenue guidance to a range of $327 million to $329 million, up $5 million at the midpoint from the prior guidance of $323 million. The revised guidance represents a year-over-year growth rate of 22% to 23%. For the full year, the company increased revenue guidance to a range of $1,258 million to $1,268 million, up $21 million at the midpoint from the prior guidance of $1,242 million. Revised guidance represents a year-over-year growth rate of 25% to 26%.
공고 • Jun 20Zeta Global Expands Athena by Zeta to AgenciesZeta Global announced the expansion of Athena by Zeta to agencies. Athena, Zeta’s superintelligent agent, continuously analyzes signals, identifies what to do next, and optimizes outcomes to help agencies move faster, act smarter, and deliver measurably better results for their clients. Built on Zeta's proprietary SuperGraph, one of the industry’s largest identity graphs, Athena continuously analyzes signals across 245 million individuals in the U.S. to provide a real-time understanding of customer behavior. By unifying agency data with Zeta’s SuperGraph, Athena surfaces opportunities, recommends next best actions, and optimizes performance across the customer lifecycle. Built for agencies and media teams, the following AI capabilities are integrated directly into Athena for agencies: Agentic Workflows: AI agents that continuously monitor performance, recommend next-best actions, and optimize outcomes across campaigns without waiting to be asked. Precision Measurement: Identity-powered attribution that connects marketing activity to incremental business impact in real time. Answers: Conversational intelligence that turns customer signals, campaign performance and business outcomes into clear, actionable decisions. Athena for Insights and Measurement is available to agency partners in beta, with full availability scheduled to be rolled out throughout the remainder of 2026. Zeta Global will spotlight Athena by Zeta throughout Cannes Lions 2026, hosting daily demos and client engagements at the Athena suite.
Buy Or Sell Opportunity • Jun 17Now 21% undervaluedOver the last 90 days, the stock has risen 6.6% to Mex$322. The fair value is estimated to be Mex$408, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 81%.
Recent Insider Transactions • Jun 17Independent Director recently sold Mex$2.6m worth of stockOn the 12th of June, Jeanine Silberblatt sold around 8k shares on-market at roughly Mex$342 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$7.1m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 14Independent Director recently sold Mex$2.6m worth of stockOn the 12th of June, Jeanine Silberblatt sold around 8k shares on-market at roughly Mex$342 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$7.1m more than they bought in the last 12 months.
Buy Or Sell Opportunity • May 19Now 24% undervaluedOver the last 90 days, the stock has risen 17% to Mex$317. The fair value is estimated to be Mex$415, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 81%.
공고 • May 03Zeta Global Holdings Corp. Updates Earnings Guidance for the Full Year 2026Zeta Global Holdings Corp. updated earnings guidance for the full year 2026. For the period, the company expects positive GAAP Net Income for the full year 2026 and Increasing revenue guidance to a range of $1,779 million to $1,792 million, up $30 million at the midpoint from the prior guidance of $1,755 million. Revised guidance represents a year-over-year growth rate of 36% to 37%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue.
공고 • May 02Zeta Global Holdings Corp. Raises Earnings Guidance for the Second Quarter of 2026Zeta Global Holdings Corp. raised earnings guidance for the second quarter of 2026. For the period, the company expects revenue guidance to a range of $419 million to $422 million, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.
Reported Earnings • May 02First quarter 2026 earnings released: US$0.054 loss per share (vs US$0.10 loss in 1Q 2025)First quarter 2026 results: US$0.054 loss per share (improved from US$0.10 loss in 1Q 2025). Revenue: US$396.3m (up 50% from 1Q 2025). Net loss: US$13.2m (loss narrowed 39% from 1Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.
공고 • Apr 28Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026. Location: at 3 park avenue, 41st floor, ny 10016., new york United States
공고 • Apr 17Zeta Global Holdings Corp. to Report Q1, 2026 Results on Apr 30, 2026Zeta Global Holdings Corp. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
공고 • Mar 24Zeta Global Launches Athena by Zeta for General AvailabilityZeta Global announced the general availability of Athena by Zeta™, its superintelligent agent designed for enterprise marketing teams. Athena converts enterprise data into predictive answers, enabling marketing teams to identify opportunities faster, execute with precision, and prove the business impact of every decision. Athena delivers predictive recommendations tied directly to execution, with built-in financial accountability. Since Athena’s debut at Zeta Live in October 2025, early users are already seeing results. Segmentation that once required days of analysis can now be completed in minutes. Campaign workflows that previously spanned weeks can now execute in hours. Marketers are also accelerating proof of ROI, shifting from post-campaign reporting to pre-campaign confidence in expected performance and return. Athena combines predictive decision-making, faster execution, and financial accountability through a fully conversational interface powered by advanced OpenAI models. Athena offers Insights for conversational analytics and Advisor for goal-based optimization. It also includes adaptive revenue modeling, and curated intelligence from Zeta’s Data Cloud, voice interaction capabilities, and journey attribution across paid, owned, online, and offline channels. The Athena agent and first Athena apps, Insights and Advisor, are now available in the Zeta Marketing Platform.
Board Change • Feb 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 4 highly experienced directors. Independent Director Imran Khan was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 25Full year 2025 earnings released: US$0.13 loss per share (vs US$0.38 loss in FY 2024)Full year 2025 results: US$0.13 loss per share (improved from US$0.38 loss in FY 2024). Revenue: US$1.30b (up 30% from FY 2024). Net loss: US$31.5m (loss narrowed 55% from FY 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.
공고 • Feb 25Zeta Global Holdings Corp. Raises Earnings Guidance for the First Quarter and Full Year of 2026Zeta Global Holdings Corp. raised earnings guidance for the first quarter and full year of 2026. For the quarter the company increasing revenue guidance to a range of $369 million to $371 million, up $8 million at the midpoint from the prior guidance of $362 million. The revised guidance represents a year-over-year growth rate of 39% to 40%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue. For the year, the company expects revenue to be in the range of $1,749 million to $1,762 million, up $25 million at the midpoint from the prior guidance of $1,730 million. Revised guidance represents a year-over-year growth rate of 34% to 35%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue.
공고 • Feb 11Zeta Global Holdings Corp. to Report Q4, 2025 Results on Feb 24, 2026Zeta Global Holdings Corp. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
Buy Or Sell Opportunity • Feb 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 20% to Mex$297. The fair value is estimated to be Mex$377, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 69%.
Recent Insider Transactions • Dec 16Independent Director recently sold Mex$4.5m worth of stockOn the 12th of December, Jeanine Silberblatt sold around 13k shares on-market at roughly Mex$349 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Buy Or Sell Opportunity • Dec 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to Mex$317. The fair value is estimated to be Mex$407, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 69%.
Recent Insider Transactions • Dec 14Independent Director recently sold Mex$4.5m worth of stockOn the 12th of December, Jeanine Silberblatt sold around 13k shares on-market at roughly Mex$349 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
공고 • Nov 25+ 2 more updatesZeta Global Holdings Corp. has filed a Follow-on Equity Offering in the amount of $0.999997 million.Zeta Global Holdings Corp. has filed a Follow-on Equity Offering in the amount of $0.999997 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 58,943 Price\Range: $16.9655
Buy Or Sell Opportunity • Nov 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.2% to Mex$342. The fair value is estimated to be Mex$432, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 69%.
Reported Earnings • Nov 06Third quarter 2025 earnings released: US$0.015 loss per share (vs US$0.092 loss in 3Q 2024)Third quarter 2025 results: US$0.015 loss per share (improved from US$0.092 loss in 3Q 2024). Revenue: US$337.2m (up 26% from 3Q 2024). Net loss: US$3.63m (loss narrowed 79% from 3Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.
공고 • Nov 05+ 1 more updateZeta Global Holdings Corp. Increases Earnings Guidance for the Fourth Quarter and Full Year 2025Zeta Global Holdings Corp. increased earnings guidance for the fourth quarter and full year 2025. For the quarter, the company is increasing revenue guidance to a range of $363 million to $366 million, up $2 million at the midpoint from the prior guidance of $363 million. The revised guidance represents a year-over-year growth rate of 15% to 16%, and 23% to 24% when excluding political candidate and LiveIntent revenue. For the full year, the company is increasing revenue guidance to a range of $1,273 million to $1,276 million, up $11 million at the midpoint from the prior guidance of $1,263 million. Revised guidance represents a year-over-year growth rate of 27%, and 26% when excluding political candidate and LiveIntent revenue.
공고 • Oct 21Zeta Global Holdings Corp. to Report Q3, 2025 Results on Nov 04, 2025Zeta Global Holdings Corp. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
공고 • Oct 09Zeta Global Unveils Athena by Zeta™?Zeta Global unveiled Athena by Zeta™?, a superintelligent agent designed to reshape how enterprises work and grow in this next era of AI. Powered by Zeta's proprietary data cloud and contextual intelligence, Athena is Zeta's first superintelligent agent to personalize the marketer's digital workspace, adapting to each user's goals, style, and decisions. By empowering marketers with intuitive, adaptive experiences, Athena removes the friction between the human and AI and helps marketers take smarter actions and maximize ROI at every touchpoint. Seamlessly integrated with the Zeta Marketing Platform, Athena delivers instant answers, smarter decisions, and agentic actions through a suite of agentic apps, accessed via natural, voice-activated dialogue and an adaptive interface. Every answer, decision, and forecast flows seamlessly through the Zeta Marketing Platform, where hyper-targeted audiences are activated, media optimized, and outcomes measured. Zeta Agentic App Suite: A suite of agentic apps accessible by Athena and powered by the Zeta Marketing Platform. Advisor: Advisor turns business goals, like revenue growth, cost savings or engagement, into results fast. Advisor translates objectives into AI-driven plans with clear recommendations, automated workflows, and real-time KPI optimization to boost impact. Workflows: Agentic workflows enable marketers to team up agents to orchestrate multi-step tasks, from onboardboarding data to campaign activation, reducing manual effort and accelerating execution. Simulator: Make smarter bets before spending a single dollar. With Simulator, marketers can forecast, test and refine cross-channel strategies before spending, with results aligned to your attribution model. Insights: Know more and act faster by turning questions into instant answers. Insights now comes with conversational analytics for instant trends, audience opportunities, new pockets of growth, and stakeholders-ready dashboards.
공고 • Oct 02Zeta Global Holdings Corp. (NYSE:ZETA) entered into a Purchase Agreement to acquire enterprise business of Iris Holdings L.P., Campaign Monitor Europe UK LTD, and Selligent Holdings Limited for approximately $330 million.Zeta Global Holdings Corp. (NYSE:ZETA) entered into a Purchase Agreement to acquire enterprise business of Iris Holdings L.P., Campaign Monitor Europe UK LTD, and Selligent Holdings Limited for approximately $330 million on September 27, 2025. The transaction proceeds, subject to adjustments, will consist of (i) $100 million of cash and $100 million of newly issued shares of Class A common stock of Zeta, and (ii) a seller note that is payable within three months of closing for an amount equal to up to $125 million (up to $50 million of which will be paid in cash, with the remaining $75 million paid, at Zeta’s election, in cash or newly issued shares of Zeta Stock). The acquisition includes Marigold Loyalty, Cheetah Digital, Selligent, Sailthru, Liveclicker, and Grow. The expected completion of the transaction is by the end of 2025 and is subject to customary closing conditions. The transaction is expected to be accretive to adjusted EBITDA and free cash flow in year one of Zeta. Morgan Stanley & Co. LLC acted as financial advisor for Zeta Global Holdings Corp. Eyal Orgad, Charles Ruck, Joel Trotter, Alison Haggerty, David Raab, David Della Rocca, Megan Alessi, Kendall Burnett, Rebecca Fielding, Sandra Benjamin, Jessica Cohen, Robert Blamires, Kelly Fayne, Patrick English, David Little, Shira Bressler, Harrison White, and Andrew Galdes of Latham & Watkins LLP acted as legal advisor for Zeta Global Holdings Corp. Willkie Farr & Gallagher LLP acted as legal advisor for Iris Holdings L.P.
공고 • Sep 18Zeta Global Announces Generative Engine Optimization Solution to Help Brands Lead in the Post-Search EraZeta Global announced its Generative Engine Optimization (GEO) solution, a new capability built into the Zeta Marketing Platform (ZMP) to help brands stay visible, accurate, and competitive as consumers shift from traditional search to AI-generated answers. The new tool enables marketers to monitor how their brands appear across leading AI systems including ChatGPT,emini, and Claude and to optimize for those answers with targeted, actionable recommendations. Zeta's GEO solution will be available in the Zeta Marketing Platform in the coming weeks. As consumers increasingly turn to generative AI for search and discovery, traditional search behaviors are rapidly declining. According to Gartner, query volume on traditional search engines will fall by 25% next year as users shift to AI systems for synthesized answers. Meanwhile, Bain & Company reports that 80% of consumers use generative AI for 40% of their searches, underscoring the urgent need for brands to ensure accuracy and visibility within AI-driven results. Zeta's GEO solutions equips marketers with the intelligence and recommendations needed to address these challenges by enabling brands to: Track brand visibility and sentiment across leading AI platforms with the AI Visibility Leaderboard Identify and correct citation gaps, hallucinations, or off-brand answers. Leverage Zeta Data for brands to inform GEO optimization strategy Optimize content to be LLM-ready (Q&A, summaries, metadata); Benchmark competitors, monitor AI share of voice, and measure impact; Align PR, SEO, and content into a unified AI-facing strategy.
Reported Earnings • Aug 06Second quarter 2025 earnings released: US$0.054 loss per share (vs US$0.16 loss in 2Q 2024)Second quarter 2025 results: US$0.054 loss per share (improved from US$0.16 loss in 2Q 2024). Revenue: US$308.4m (up 35% from 2Q 2024). Net loss: US$12.8m (loss narrowed 54% from 2Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.
공고 • Aug 06Zeta Global Holdings Corp. Revises Earnings Guidance for the Third Quarter and Full Year 2025Zeta Global Holdings Corp. revised earnings guidance for the third quarter and full year 2025. For the third quarter, the company increased revenue guidance to a range of $327 million to $329 million, up $5 million at the midpoint from the prior guidance of $323 million. The revised guidance represents a year-over-year growth rate of 22% to 23%. For the full year, the company increased revenue guidance to a range of $1,258 million to $1,268 million, up $21 million at the midpoint from the prior guidance of $1,242 million. Revised guidance represents a year-over-year growth rate of 25% to 26%.