ZETA Zeta Global Holdings (ZETA) Q1 FY26 earnings call
Zeta Global delivered its 19th consecutive beat and raise quarter, driven by strong adoption of its AI-powered Athena platform and continued market share gains. The company is benefiting from a structural shift towards consolidated, AI-driven marketing solutions, leading to significant customer wins and expansion. Management remains confident in its ability to drive durable growth and profitability, raising full-year guidance across key financial metrics.
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ZETA operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Customers above an annual spend threshold Super-scaled customers | 184We ended the quarter with 184 super-scaled customer customers, up 24% year-over-year, well above our target of 4% to 8%.Source: earnings call transcript | 189Total super-scaled customer count grew to 189, up 19% year-over-year and an addition of 5 customers sequentially.Source: earnings call transcript | 197Super-scaled customers grew to 197, up 17% year-over-year, more than double our 4% to 8% 2028 model growth rate, driven by demand for Athena.Source: earnings call transcript | +4.2% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.