ZE
ZETA
ZETA What Zeta Global Holdings promised, and what happened
Guidance
What management said, and what became of it
43 of 44 judged targets kept · 30 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Quarterly adjusted EBITDA guidance | $86.6 million at the midpoint | Mar 2026 | we generated $92 million of adjusted EBITDA, up 56% year-to-year at a margin of 20.7%. And an increase of 170 basis points versus last year and $5 million better than the midpoint of our guidance. | Achieved |
| Full-year 2026 adjusted EBITDA | $354 million (23% margin) | Sep 2025 | For adjusted EBITDA, we're increasing the midpoint of our 2026 guidance to $405 million up $8 million from our prior guidance, representing a year-over-year increase of 45% and a margin of 22.3%, up 90 basis points year-to-year. | Revised Up |
| Full-year 2026 normal course share count dilution | 3% to 4% | Mar 2025 | Solution in the quarter was just 0.1%, and we remain on track to hit our normal course net dilution target of 3% to 4% for 2026. | On Track |
The full ledger
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The rest of the ledger
Pro opens all 74 tracked commitments for Zeta Global Holdings
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.