Zeta Global Q1 Earnings Call Highlights

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Sat, May 2, 2026 astatine 2:07 PM CDT 7 min read

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Key Points

Zeta reported Q1 gross of $396 million (up 50% YoY) and adjusted EBITDA of $66 million, marking its 19th consecutive “beat and raise” quarter, and raised the 2026 gross midpoint by $30 cardinal to $1.785 billion.
The caller AI interface Athena is driving adoption and woody momentum — Zeta saw a 7x summation successful “agentic interactions” successful the archetypal week of wide availability, with Athena accounting for 60% of AI usage and influencing large multi-vendor consolidations.
Cash procreation and integration advancement were strong: escaped currency travel was $41.7 million (63% conversion of adjusted EBITDA), the Marigold integration is tracking up of expectations, Zeta repurchased $25.7 million of banal successful Q1, and absorption targets GAAP nett income/EPS positivity for full-year 2026 ($0.02–$0.04 EPS).
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Zeta Global (NYSE:ZETA) executives highlighted different 4th of above-guidance results and a higher full-year outlook, pointing to beardown request for AI-driven selling tools and aboriginal traction from its caller Athena product.

Q1 results widen “beat and raise” streak

Co-founder, Chairman and CEO David Steinberg said the institution delivered its “19th consecutive bushed and rise quarter,” which helium attributed to a broader marketplace displacement toward applied AI and vendor consolidation. “AI is nary longer a feature,” Steinberg said, arguing enterprises are replacing bequest systems with less platforms that tin present measurable outcomes.

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First 4th gross was $396 million, up 50% year-over-year, with Steinberg noting maturation of 29% year-over-year excluding the Marigold acquisition. Adjusted EBITDA was $66 million, up 42% year-over-year.

Chris Greiner, CFO, said results came successful $26 cardinal supra the midpoint of quarterly guidance and described the upside arsenic broad-based alternatively than driven by a azygous factor. He added that gross maturation excluding acquisitions and governmental campaigner gross accelerated for the 4th consecutive 4th to 29%.

Athena rollout and aboriginal adoption signals

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A cardinal taxable of the telephone was Athena by Zeta, which Steinberg described arsenic an interface that brings AI “directly into selling workflows” and speeds endeavor adoption. He said Athena demos accrued “dramatically” done the 4th and that Athena influenced woody outcomes, including what helium described arsenic 1 of Zeta’s largest deals ever with a planetary apparel retailer that consolidated from 4 vendors to Zeta.

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