AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Zeta Global reported Q2 revenue of $442.8M, up 43.5% YoY, driven by 197 super-scaled customers and $48.1M contribution from Marigold acquisition, achieving Q2 net income of $8.2M.
Biggest Revenue Drivers
US revenues$402.6M
Geographic composition of revenue
International revenues$40.2M
Non-US revenue contribution
Biggest Revenue Drivers
Total revenue: $442.8M+43.5% YoY
US revenues$402.6M
Geographic composition of revenue
International revenues$40.2M
Non-US revenue contribution
Largest Expense Items
Cost of revenues (excluding depreciation and amortization)$181.0M+54.7% YoY
$54.2M incremental media costs related to revenue growth, plus higher employee costs
Selling and marketing expenses$104.0M+20.4% YoY
$12.3M higher employee-related costs plus stock-based compensation and marketing expenses
General and administrative expenses$75.9M+22.1% YoY
$14.5M higher technology and infrastructure costs plus stock-based compensation
Research and development expenses$42.2M+38.1% YoY
$6.4M higher employee costs plus $3.6M stock-based compensation and consulting
Margins: Adjusted EBITDA margin improved to 20.7% in Q2 2026 from 19.1% in Q2 2025, driven by revenue growth outpacing expense increases. Operating income reached $16.9M versus loss of $5.1M YoY, primarily due to strong revenue growth and operational leverage.
Watch Items from the Filing
One customer represented more than 10% of Q2 2026 revenues and accounts receivable, creating customer concentration risk.
Marigold acquisition contributed $48.1M to Q2 revenue (10.8% of total), but integration costs and $50.9M contingent consideration liability remain; earnout exposure continues.
Long-lived assets by geography show $27.7M in US versus $12.3M internationally; potential currency translation risk from 40-country presence.
Accumulated deficit of $1.065B; company is newly profitable at Q2 but year-to-date still shows $5.1M net loss on $839M revenues.
Securities litigation denial of motion to dismiss on July 8, 2026; case proceeding to discovery with no quantifiable loss estimate available.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
About Zeta Global Holdings Corp. (ZETA): stock profile, AI score and financials
Zeta Global Holdings Corp. (ZETA) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores ZETA at 63.3/100 on a composite quality score built from its SEC filings, placing it at rank #626 of 2,925 stocks — the top 25% of the AI-ranked universe. ZETA scores in the top quartile across earnings quality (94.3), revenue growth (91.4), institutional flow (89.5). Areas of concern include balance sheet strength (33.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 12.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Zeta Global Holdings Corp. reports quarterly revenue of $442.8M, net income of $8.2M, an operating margin of 3.8%. Top institutional holders of ZETA by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ZETA trades on the NYSE exchange and files with the SEC under CIK 1851003. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ZETA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Zeta Global Holdings Corp. directly from SEC EDGAR.