Zeta Global's $37M full-year raise is exactly the $22M Q3 beat plus a $15M Q4 bump; organic growth guide slows from 30% to about 23%
Zeta Global (ZETA) reported Q3 revenue of $493 million on Monday, up 46%. It raised its 2026 guidance for the 21st straight quarter. The stock still fell after hours.
The $37 million full-year raise is exactly the $22 million Q3 beat plus $15 million more for Q4. Growth excluding acquisitions and political ads is guided to drop from 30% to about 23% next quarter. That slowdown is what the stock is pricing in. Not financial advice.
https://www.investors.zetaglobal.com/news/news-details/2026/Zeta-Global-Reports-21st-Consecutive-Beat-and-Raise-Quarter-Generates-Positive-GAAP-Net-Income-in-3Q26--YTD-and-Achieves-the-Rule-of-71/default.aspx
Sources: Investing.com: ZETA closed $32.42, fell 3.33% after hours to $31.34 despite the beat and raise · Chartmill: ZETA slipped about 5.2% after hours; raised revenue outlook roughly matched consensus · @WOLF_Financial: ZETA Q3 revenue $492.7M vs $474M expected; FCF $81.5M, +73%
Not financial advice. For informational and educational purposes only.
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