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Athena generated 7x higher agentic interactions and drove 60% of platform AI activity within one launch week.
Q1 2026 revenue surged 50% to $396 million, while adjusted EBITDA climbed 42% to $66 million.
Super-scaled customers increased 19% to 189, while ARPU jumped 21% to approximately $1.7 million year-over-year.
ZETA trades below 17x forward earnings despite targeting over $2.3 billion in revenue and 25% EBITDA margins by 2028.
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In my opinion, the market does not value Zeta Global Holdings Corp. ( ZETA ) properly anymore. The market still perceives ZETA within the framework of advertising technology instability, negative short-seller sentiments, and historical marketing solutions. Nevertheless, analyzing Q1 2026
Analyst’s Disclosure: I/we have a beneficial long position in the shares of ZETA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.…