Zeta Global Holdings Corp. revised earnings guidance for the fourth quarter of 2025, full year 2025, for the first quarter of 2026 and full year 2026. For the fourth quarter of 2025, the company is increasing revenue guidance to a range of $378.8 million to $381.8 million, which includes $15.8 million from Marigold?s enterprise software business and $363.0 million to $366.0 million from Zeta (unchanged from the third quarter 2025 earnings release). The revised guidance represents a year-over-year growth rate of 20% to 21%, and 23% to 24% when excluding political candidate, LiveIntent, and Marigold revenue.
For the full year 2025, the company is increasing revenue guidance to a range of $1,289 million to $1,292 million, which includes $15.8 million from Marigold?s enterprise software business and $1,273 million to $1,276 million from Zeta (unchanged from the third quarter 2025 earnings release). Revised guidance represents a year-over-year growth rate of 28%, and 26% when excluding political candidate, LiveIntent, and Marigold revenue.
For the first quarter of 2026, the company is increasing revenue guidance to $362.0 million, which includes $47.5 million from Marigold?s enterprise software business and $314.5 million from Zeta (unchanged from the third quarter 2025 earnings materials). The revised guidance represents a year-over-year growth rate of 37%.
For the full year 2026, the company is increasing revenue guidance to at least $1,730 million, which includes at least $190 million from Marigold?s enterprise software business and $1,540 million from Zeta (unchanged from the third quarter 2025 earnings release). Revised guidance represents a year-over-year growth rate of 34%, and 20% when excluding political candidate and Marigold revenue.
Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform, which is engaged in providing enterprises with consumer intelligence and marketing automation software. It enables customers to target, connect and engage consumers through software that delivers personalized marketing across all addressable channels, including email, social media, Web, chat, connected TV (CTV) and video, among others. Its Zeta Marketing Platform (ZMP) is an omnichannel marketing platform with identity data at its core. The ZMP analyzes billions of structured and unstructured data points to predict consumer intent by leveraging sophisticated machine learning algorithms and the opted-in data set for omnichannel marketing. The Companyâs Consumer Data Platform (CDP+) ingests, analyzes, and distills disparate data points to generate a single view of a consumer, encompassing identity, profile characteristics, behaviors, and purchase intent, which is then made accessible through a single console.
