Buy Or Sell Opportunity • May 19
Now 24% undervalued Over 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%. Announcement • May 03
Zeta Global Holdings Corp. Updates Earnings Guidance for the Full Year 2026 Zeta 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. Announcement • May 02
Zeta Global Holdings Corp. Raises Earnings Guidance for the Second Quarter of 2026 Zeta 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 02
First 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. Announcement • Apr 28
Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026 Zeta Global Holdings Corp., Annual General Meeting, Jun 16, 2026. Location: at 3 park avenue, 41st floor, ny 10016., new york United States Announcement • Apr 17
Zeta Global Holdings Corp. to Report Q1, 2026 Results on Apr 30, 2026 Zeta Global Holdings Corp. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026 Announcement • Mar 24
Zeta Global Launches Athena by Zeta for General Availability Zeta 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 27
Insufficient new directors There 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 25
Full 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. Announcement • Feb 25
Zeta Global Holdings Corp. Raises Earnings Guidance for the First Quarter and Full Year of 2026 Zeta 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. Announcement • Feb 11
Zeta Global Holdings Corp. to Report Q4, 2025 Results on Feb 24, 2026 Zeta Global Holdings Corp. announced that they will report Q4, 2025 results After-Market on Feb 24, 2026 Buy Or Sell Opportunity • Feb 03
Now 21% undervalued after recent price drop Over 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 16
Independent Director recently sold Mex$4.5m worth of stock On 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 16
Now 22% undervalued after recent price drop Over 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 14
Independent Director recently sold Mex$4.5m worth of stock On 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 • Nov 14
Now 21% undervalued after recent price drop Over 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 06
Third 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. Announcement • Oct 21
Zeta Global Holdings Corp. to Report Q3, 2025 Results on Nov 04, 2025 Zeta Global Holdings Corp. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025 Announcement • Oct 09
Zeta 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. Announcement • Oct 02
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. 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. Announcement • Sep 18
Zeta Global Announces Generative Engine Optimization Solution to Help Brands Lead in the Post-Search Era Zeta 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 06
Second 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. Announcement • Aug 06
Zeta Global Holdings Corp. Revises Earnings Guidance for the Third Quarter and Full Year 2025 Zeta 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%. 
