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Zeta Global Holdings vs ACI Worldwide: ZETA and ACIW compared
Zeta Global Holdings is the larger company: $443M of revenue in its latest quarter (Q2 2026) against $427M for ACI Worldwide (Q3 2026). Zeta Global Holdings is growing faster (+44% against -12% a year earlier). ACI Worldwide is more profitable, with an operating margin of 12.3% against 3.8%.
Where the money goes: ZETA and ACIW
Zeta Global Holdings (ZETA) · Q2 2026
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.
ACI Worldwide (ACIW) · Q3 2026
ACI Worldwide, Q3 2026: revenue $427M (-12% year over year), operating margin 12.3%, net earnings $32.5M, operating cash flow $119M. The chart follows the revenue to costs, profit and cash.
| Zeta Global Holdings (ZETA) | ACI Worldwide (ACIW) | |
|---|---|---|
| Latest quarter | Q2 2026 | Q3 2026 |
| Revenue | $443M | $427M |
| Revenue growth, Y/Y | +44% | -12% |
| Operating margin | 3.8% | 12.3% |
| Net earnings | $8.2M | $32.5M |
| Net margin | 1.8% | 7.6% |
| Operating cash flow | $69.2M | $119M |
| Free cash flow | $58.0M | $116M |
| Market value | $8.0B | $6.1B |
| P/E | — | 36.4× |
| Analysts’ mean target | $38.29 | $66.00 |
Where the revenue comes from
ACI Worldwide
- Software as a service and platform as a service: $258M (61%)
- License: $94.8M (22%)
- Maintenance: $51.0M (12%)
- Services: $22.7M (5%)
Questions
Which is bigger, Zeta Global Holdings or ACI Worldwide?
Zeta Global Holdings is the larger company: $443M of revenue in its latest quarter (Q2 2026) against $427M for ACI Worldwide (Q3 2026).
Is Zeta Global Holdings or ACI Worldwide growing faster?
Zeta Global Holdings is growing faster (+44% against -12% a year earlier).
Which is more profitable, Zeta Global Holdings or ACI Worldwide?
ACI Worldwide is more profitable, with an operating margin of 12.3% against 3.8%.
More: Zeta Global Holdings earnings · how Zeta Global Holdings makes money · ACI Worldwide earnings · how ACI Worldwide makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Aug 5, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.