ZETA Zeta Global (ZETA) Q2 FY26 earnings call
Zeta Global delivered its 20th consecutive beat and raise quarter, showcasing accelerated revenue growth and expanding profitability. The company is transforming into an intelligent AI infrastructure platform, leveraging strategic partnerships with OpenAI, Palantir, and Snowflake to expand market opportunities beyond traditional marketing. Rapid AI adoption is translating into higher customer engagement and net revenue retention, driving increased full-year guidance and strong operating leverage.
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ZETA operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call 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.