Zeta Global Holdings Q3 2026 Earnings Call Transcript - Zeta Global Holdings (NYSE:ZETA)

Zeta Global Holdings (NYSE: ZETA) posted third-quarter 2026 results on Monday. Revenue reached $493 million, up 46% year over year, while adjusted EBITDA rose 55% to $121 million. The company also increased its 2026 revenue guidance by $37 million to $1.855 billion, reflecting 42% growth versus the prior year. In the earnings call transcript, Zeta said it is investing heavily in AI and in its Athena OS, aiming to reshape enterprise intelligence and integrate more deeply with customer operations. Management pointed to partnerships with Palantir and OpenAI as potential growth accelerators. It cited strong adoption of Athena to drive revenue and improve customer retention, while automation efforts boosted operational efficiency and cash-flow metrics. The company is expanding internationally using agency relationships.