Zeta Global Holdings Corp.

ZETA

Zeta Global Holdings Corp.

Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Zeta Global Holdings Corp..

R40: 58 · 2026 Q2 $7.95B
$30.97
About

Zeta Global Holdings Corp. operates a cloud marketing platform that uses proprietary data and AI to help brands acquire, grow, and retain customers. The platform supports omnichannel campaigns, identity resolution, analytics, and personalization sold primarily as software and managed services to enterprise marketers.

History ↓ Leadership ↓

News

Coverage

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Open ZETA Rule of 40 details
Median 50.6 Above 40 0–40 Below 0
53
Q3
61
2024 Q4
48
Q1
48
Q2
41
Q3
41
2025 Q4
62
Q1
58
2026 Q2 40 0 Mix
ANALYST RATINGS
Buy $31
Consensus as of Aug 31, 2026
ZETA
Bank of America Securities Buy $34
Reiterates
2026-08-19
Citi Buy $35
Maintains
2026-08-11
Freedom Capital Markets Hold $29
Downgrades
2026-08-06
B. Riley Securities Buy $32
Reiterates
2026-08-05
Canaccord Genuity Buy $30
Maintains
2026-08-05

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Earnings coverage

Latest earnings

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Background

Company History

Exchange
NYSE
IPO Date
Jun 10, 2021
Shares Outstanding
256.6M
2007
Founded by David Steinberg and John Sculley

Started in New York as a data-driven marketing company, co-founded by serial entrepreneur David A. Steinberg and former Apple CEO John Sculley.

2021
NYSE IPO at $10 a share

Class A common stock began trading on the NYSE under ZETA on 10 June 2021; the offering of 14,773,939 primary shares closed on 14 June 2021, alongside 6,726,061 shares sold by existing holders. The dual-class structure left the founder with ten-vote Class B stock.

2024
First positive GAAP quarter

Reported GAAP net income of $15.2m and diluted EPS of $0.06 in the December 2024 quarter, the first profitable quarter in the company's public life, though the full year was still a $69.8m loss.

2024
LiveIntent acquired

Closed the acquisition of LiveIntent on 7 October 2024, adding an email-based advertising and identity business and, with it, the first large step-up in the acquired share of revenue growth.

2025
Marigold's Enterprise Business acquired

Agreed on 27 September 2025 and closed 24 November 2025; the acquired entities represented 28.7% of Zeta's total assets at year end but only 1.4% of 2025 revenue, and brought roughly $273m of UK net operating loss carryforwards.

2026
Rule of 64 and a positive GAAP quarter

The June 2026 quarter delivered $442.8m of revenue, up 44%, $8.2m of GAAP net income and $0.03 of diluted EPS, which the company framed as its 20th consecutive beat-and-raise and a Rule of 64 - 49 excluding M&A.

Leadership

Key Players

David A. Steinberg
Co-Founder, Chairman & Chief Executive Officer
David A. Steinberg
Co-founded Zeta in 2007 with former Apple CEO John Sculley and has run it ever since, through a $10 IPO in June 2021 and the pivot from a marketing-database business into what the company now calls an intelligent AI infrastructure platform. He holds all 23,638,426 shares of Class B stock, which carry ten votes each and give him roughly 51% of the voting power, so Zeta is a controlled company. Previously founded InPhonic and was chairman and CEO of Sterling Cellular; he also chairs CAIVIS Investment Company, Kica Investments and On Demand Pharmaceuticals.

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Christopher Greiner
Chief Financial Officer
CFO since 2020 and the author of the '20 consecutive beat-and-raise quarters' framing the company now leads with. Was CFO of LivePerson from 2018 to March 2020 and before that CFO and chief product and operations officer at Inovalon; spent 1999 to 2012 at IBM.
Steven Gerber
President
President since 2009, running day-to-day product, business development, customer success and operations. Previously a senior vice president at Tranzact and held management roles at Bain & Company and Digitas.
John Sculley
Co-Founder Board
Apple's CEO from 1983 to 1993 and PepsiCo's president before that; co-founded Zeta with Steinberg in 2007 and sat on the board until 2025, when he left it. The 2026 proxy lists a seven-member board without him.
Robert H. Niehaus
Lead Independent Director Board
Lead independent director; founder and chairman of GCP Capital Partners and previously chairman of Greenhill Capital Partners. The counterweight the board offers to a dual-class structure in which the CEO controls the vote.
Imran Khan
Director Board
Founder and chief investment officer of Proem Asset Management; was Snap's chief strategy officer from 2015 to 2018 and head of global internet investment banking at Credit Suisse before that. Joined the Zeta board in 2024.
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