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Zeta Global sees FY26 revenue $1.54B, consensus $1.49B

Initial FY26 guidance: Revenue of $1,540 million, representing a year-over-year increase of 21% on full year 2025 guidance of $1,275 million. Adjusted EBITDA of $354 million, representing a year-over-year increase of 29% on full year 2025 guidance of $274 million, and an adjusted EBITDA margin of 23%. Free cash flow of $209 million, a year-over-year increase of 33%, 59% conversion, and 14% free cash flow margin.

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