Zeta Global sees FY26 revenue $1.75B-$1.76B, consensus $1.73B

The company guides FY26: “Increasing revenue guidance to a range of $1,749 million to $1,762 million, up $25 million at the midpoint from the prior guidance of $1,730 million. Revised guidance represents a year-over-year growth rate of 34% to 35%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue. Increasing adjusted EBITDA guidance to a range of $389.9 million to $392.1 million, up $6 million at the midpoint from the prior guidance of $385.4 million. Revised guidance represents a year-over-year growth rate of 40% to 41% and an adjusted EBITDA margin of 22.1% to 22.4%. Increasing free cash flow guidance to a range of $230.7 million to $231.7 million, up $7 million at the midpoint from the prior guidance of $224.0 million. Revised guidance represents a year-over-year growth rate of 40% to 41% and a free cash flow margin of 13.1% to 13.3%.”