Filing Flows › Zeta Global Holdings (ZETA) › Guidance history
Zeta Global Holdings (ZETA) guidance history: what it guided and what it reported
Zeta Global Holdings gave guidance in 11 earnings releases on file since Feb 27, 2024. Of 7 guided periods since reported, it met or beat its own guidance 7 times (100%). Revenue: 7 of 7, on average +4.3% against the guided midpoint. Its releases raised guidance 11 times and lowered it 0 times.
Revenue
Met or beat 7 of 7 periods (7 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $369M–$371M (Feb 24, 2026) | — | to be reported | — |
| Q4 2025 | $363M–$366M (Nov 4, 2025) | $395M | above the range | +8.3% |
| FY2025 | $1.2B–$1.2B (Feb 25, 2025) → reaffirmed $1.2B–$1.2B (May 1, 2025) → raised $1.3B–$1.3B (Aug 5, 2025) → raised $1.3B–$1.3B (Nov 4, 2025) | $1.3B | above the range | +2.4% |
| Q3 2025 | $327M–$329M (Aug 5, 2025) | $337M | above the range | +2.8% |
| Q2 2025 | $295M–$298M (May 1, 2025) | $308M | above the range | +4.0% |
| Q1 2025 | $253M–$255M (Feb 25, 2025) | $264M | above the range | +4.1% |
| Q4 2024 | $293M–$297M (Nov 12, 2024) | $315M | above the range | +6.7% |
| FY2024 | $870M–$880M (Feb 27, 2024) → raised $895M–$905M (May 6, 2024) → raised $920M–$930M (Jul 31, 2024) → raised $984M–$988M (Nov 12, 2024) | $1.0B | above the range | +2.0% |
| Q3 2024 | $237M–$241M (Jul 31, 2024) | — | — | — |
Free cash flow
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $234M–$236M (Apr 30, 2026) | — | to be reported | — |
| FY2028 | $340M (Feb 25, 2025) | — | to be reported | — |
| FY2025 | $128M–$132M (Feb 25, 2025) → raised $130M–$134M (May 1, 2025) → raised $140M–$144M (Aug 5, 2025) | $185M (GAAP) | not judged | — |
| FY2024 | $75.0M–$85.0M (Feb 27, 2024) → reaffirmed $75.0M–$85.0M (May 6, 2024) → raised $80.0M–$90.0M (Jul 31, 2024) → raised $88.0M–$92.0M (Nov 12, 2024) | $108M (GAAP) | not judged | — |
GAAP EPS
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $0.09–$0.11 (Aug 4, 2026) | — | to be reported | — |
Adjusted EBITDA
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $86.2M–$86.9M (Apr 30, 2026) → raised $115M–$116M (Aug 4, 2026) | — | to be reported | — |
| Q4 2026 | $61.2M–$61.8M (Feb 24, 2026) | — | to be reported | — |
| Q4 2025 | $89.7M–$90.5M (Nov 4, 2025) | — | — | — |
| Q3 2025 | $70.3M–$71.0M (Aug 5, 2025) | — | — | — |
| Q2 2025 | $54.6M–$55.2M (May 1, 2025) | — | — | — |
| FY2028 | $525M (Feb 25, 2025) | — | to be reported | — |
| FY2025 | $256M–$258M (Feb 25, 2025) → raised $258M–$260M (May 1, 2025) → raised $264M–$266M (Aug 5, 2025) → raised $273M–$274M (Nov 4, 2025) | — | — | — |
| Q1 2025 | $44.2M–$44.8M (Feb 25, 2025) | — | — | — |
| Q4 2024 | $64.9M–$66.9M (Nov 12, 2024) | — | — | — |
| Q3 2024 | $46.8M–$47.3M (Jul 31, 2024) | — | — | — |
Adjusted EBITDA margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 20.4%–20.8% (Apr 30, 2026) → raised 24.4%–24.7% (Aug 4, 2026) | — | to be reported | — |
| Q4 2026 | 16.5%–16.8% (Feb 24, 2026) | — | to be reported | — |
| Q4 2025 | 24.5%–24.9% (Nov 4, 2025) | — | — | — |
| Q3 2025 | 21.4%–21.7% (Aug 5, 2025) | — | — | — |
| Q2 2025 | 18.3%–18.7% (May 1, 2025) | — | — | — |
| FY2025 | 20.5%–20.8% (Feb 25, 2025) → raised 20.6%–21.0% (May 1, 2025) → raised 20.8%–21.1% (Aug 5, 2025) → raised 21.4%–21.5% (Nov 4, 2025) | — | — | — |
| Q1 2025 | 17.3%–17.7% (Feb 25, 2025) | — | — | — |
| Q4 2024 | 21.9%–22.8% (Nov 12, 2024) | — | — | — |
| Q3 2024 | 19.4%–19.9% (Jul 31, 2024) | — | — | — |
| Q2 2024 | 16.5%–17.0% (May 6, 2024) | — | — | — |
The latest quarter
Zeta Global Holdings, Q2 2026: revenue $443M (+44% year over year), operating margin 3.8%, net earnings $8.2M, operating cash flow $69.2M. The chart follows the revenue to costs, profit and cash.
Questions
Does Zeta Global Holdings beat its guidance?
Zeta Global Holdings gave guidance in 11 earnings releases on file since Feb 27, 2024. Of 7 guided periods since reported, it met or beat its own guidance 7 times (100%). Revenue: 7 of 7, on average +4.3% against the guided midpoint.
How often does Zeta Global Holdings raise guidance?
Its earnings releases raised guidance 11 times and lowered it 0 times since Feb 27, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.