# Zeta Lifts 2026 Revenue Guidance Midpoint to $1.855 Billion, Projects $0.23 GAAP EPS

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/53631
Published: 2026-11-11T06:12:00.000Z
Updated: 2026-11-11T06:12:00.000Z
Section: Business

> The company forecast $414.6 million in adjusted EBITDA and $271 million in free cash flow for 2026. Third-quarter organic revenue growth was 30%, excluding Marigold and political-candidate revenue.

Zeta Global Holdings Corp. raised its 2026 revenue guidance midpoint to $1.855 billion and projected $0.23 in GAAP earnings per share, while third-quarter organic revenue growth reached 30%.

Revenue for the third quarter of 2026 was $493 million. The full-year outlook also includes $414.6 million in adjusted EBITDA and $271 million in free cash flow. Zeta expects organic growth of at least 20%.

The 30% organic revenue growth figure excludes Marigold and political-candidate revenue. Management tied faster growth to wider use of Athena, the company’s platform. Campaign development volume more than doubled from the previous quarter, while platform hours rose more than 50% sequentially.

AthenaOS is in alpha. Zeta expects to offer a beta version to select customers in 2026 and reach general availability in the first quarter of 2027. Management identified delivery capacity as an execution challenge.

Management described the Palantir partnership as a potential source of more than $100 million in incremental annual revenue in the years ahead and cited eight client yeses. It characterized partnerships as a minimal contributor to the current raised guidance and described OpenAI distribution as another growth channel.