Every material Form 8-K Zeta Global Holdings Corp. has filed with the SEC since April 30, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Zeta Global reported third-quarter 2026 revenue of $493 million, up 46% from a year earlier, and GAAP net income of $38 million after a year-earlier net loss of $3.6 million. The company also raised its full-year 2026 revenue and GAAP EPS guidance, which gives shareholders a higher outlook than before the report.
Q3 2026 revenue was $493 million, up 46% year over year and $22 million above the guidance midpoint
Q3 2026 GAAP net income was $38 million and diluted GAAP EPS was $0.14, versus a net loss of $3.6 million in Q3 2025
Full-year 2026 revenue guidance raised to $1,853 million to $1,857 million, up $37 million at the midpoint from $1,818 million
Full-year 2026 GAAP EPS guidance raised to $0.22 to $0.24, up $0.13 at the midpoint from $0.09 to $0.11
Zeta Global reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, and GAAP net income of $8 million, or $0.03 per share. The company raised its full-year 2026 revenue guidance to $1,811 million to $1,824 million and its GAAP EPS guidance to $0.09 to $0.11, which means shareholders get a higher outlook for both sales and profit.
Q2 2026 revenue was $443 million, up 44% year over year and $23 million above the midpoint of prior guidance.
Q2 2026 GAAP net income was $8 million, or $0.03 per share, compared with a net loss of $13 million in Q2 2025.
Full-year 2026 revenue guidance rose to $1,811 million to $1,824 million, up $33 million at the midpoint from $1,785 million.
Full-year 2026 GAAP EPS guidance rose to $0.09 to $0.11, up $0.07 at the midpoint from $0.02 to $0.04.
Zeta Global entered a five-year, $1.0 billion senior secured credit facility with Bank of America, N.A. as administrative agent on July 24, 2026. The company used it to replace its existing credit agreement and repaid $200.0 million of outstanding obligations under that agreement. The filing describes a lower-cost, more flexible debt package, but it does not report any change to revenue, profit, or guidance.
Facility is $1.0 billion over five years: a $250.0 million Term Loan A and a $750.0 million revolving credit facility.
The revolving credit facility was undrawn at closing, according to the July 27, 2026 press release.
Loans bear interest at SOFR plus 1.75% to 2.50%, or a base rate plus 0.75% to 1.50%, depending on the Consolidated Net Leverage Ratio.
The agreement requires a Consolidated Net Leverage Ratio of no more than 3.25:1.00, rising to 3.75:1.00 for four quarters after an acquisition of at least $100 million.
Zeta Global reported first-quarter 2026 revenue of $396 million, up 50% from a year earlier, and raised its full-year 2026 revenue guidance by $30 million at the midpoint. The net loss narrowed to $13.2 million from $21.6 million, although adjusted EBITDA margin slipped to 16.7% from 17.7%. For shareholders, the results and higher outlook show faster revenue growth, though the company still reported a net loss for the quarter.
Q1 2026 revenue of $396 million, up 50% year over year, exceeded the guidance midpoint by $26 million.
Net loss narrowed to $13.2 million from $21.6 million in Q1 2025.
Adjusted EBITDA rose to $66.1 million from $46.7 million; adjusted EBITDA margin was 16.7% versus 17.7%.
Full-year 2026 revenue guidance raised to $1,779 million to $1,792 million, up $30 million at the midpoint from $1,755 million; Q2 revenue guidance is $419 million to $422 million.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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