ZETA's Path to Profitability: Sustainable or a Mere One-Time Event?

Key Takeaways ZETA delivered its 18th straight beat-and-raise quarter with $6.5M in net income and a 1.7% margin.Super-scaled customers rose 24% to 184, while the adjusted EBITDA margin expanded 174 bps.Zeta Global lifted the 2026 revenue and EBITDA guidance, backed by strong free cash flow growth.Zeta Global (ZETA) reported its 18th consecutive “beat and raise” quarter in its fourth-quarter 2025 earnings release. The primary point of interest was $6.5 million in net income, accompanied by a 1.7% margin. Th ...