Key insights
- Zeta reported Q3 earnings with revenue of $492.7M, beating estimates and growing 46% year-over-year. The company achieved its first quarter of positive GAAP EPS ($0.14) and raised its full-year 2026 guidance for revenue, adjusted EBITDA, free cash flow, and GAAP EPS. This marks the 21st consecutive earnings beat and raise for Zeta, indicating strong operational performance and positive future outlook.
$ZETA reported its Q3 earnings an they are (once again) MASSIVE Another BEAT & RAISE for the 21st time in a row. This the 1st quarter of positive GAAP EPS ! You can’t unsee that ! Here a some of the metrics for the quarter: - Revenue: $492.7M (Est. $474M); +46% YoY - GAAP EPS: $0.14 - Adj. EBITDA: $121.0M (Est. $116M); +140 bps margin YoY - FCF: $81.5M (Est. $68.3M); +73% YoY Customers & Assets: - Super-Scaled Customers: 212; +18% YoY - Super-Scaled ARPU: $2.0M; +22% YoY Raises FY26 Guide: - Revenue: $1.853B-$1.857B (Est. $1.82B); from $1.8B - Adj. EBITDA: $414.1M-$415.2M (Est. $406M); from $405.2M - FCF: $270.6M-$271.6M (Est. $253M); from $255.3M - GAAP EPS: $0.22-$0.24; from $0.09-$0.11 Raises Q4 Guide: - Revenue: $521M-$525M (Est. $505M); from $508M - Adj. EBITDA: $135.2M-$136.3M (Est. $132M); from $131.9M Key Updates: - Positive GAAP Net Income: $38M; GAAP EPS $0.14 - Rule of 71: achieved through 46% revenue growth and 24.6% adjusted EBITDA margin