Inferra AI / Company / ZETA
Zeta Global Holdings Corp.
ZETA · Information Technology
Last earnings Aug 4, 2026
Key results
Revenuequarter
$38.4 million
During the year, the Business recognized approximately $38.4 million as revenues that were included in the deferred revenue balance at the beginning of the year.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Revenuefull-year
$ 198,958
Disaggregation of revenue from contracts with customers is presented below: For the year ended June 30, 2025 Software subscriptions $ 198,958 Professional services 39,240 $ 238,198 Revenues by geographical region consisted of the following: For the year ended June 30, 2025 Americas $ 130,389 Europe, Middle East and Africa 90,328 Asia Pacific 17,481 $ 238,198 Revenues by geography are determined based on the region of the customer, which may differ from the Business’ contracting entity.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
During the period, the Business recognized approximately $20.3 million as revenues that were included in the deferred revenue balance at the beginning of the period.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
AI analysis
Q2 2025 · reported Feb 6, 2026
Based on: Earnings release + parent 8-K/A + 10-Q — transcript not held
Guidance · company-stated
Direction: raised
No guidance located in the held release
“• Increasing full year 2026 revenue guidance by $33 million to $1,818 million at the midpoint, up from prior guidance of $1,785 million reflecting Y/Y growth of 39%.”
Capital allocation
The balances within the due to or due from related parties consists of intercompany notes and debt which are supported by a written agreement.
All borrowings by the Business owing to the Iris Group are recorded as “due to related parties” in the combined balance sheet and classified as current or noncurrent based on maturity dates.
Event summary
Our responsibilities under those standards are further described in the Auditors’ Responsibilities for the Audit of the Combined Financial Statements section of our report
Based on: Earnings release + parent 8-K/A + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The balances within the due to or due from related parties consists of intercompany notes and debt which are supported by a written agreement.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
All borrowings by the Business owing to the Iris Group are recorded as “due to related parties” in the combined balance sheet and classified as current or noncurrent based on maturity dates.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Borrowings, other than debt due to related parties, represent a recoverable cash advance (RCA), received over the years 2016 – 2020, from the government of Belgium (Walloon Region) in order to compensate the research and development costs incurred by the Business.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
The RCA is recorded in borrowings and subsequently measured at amortized cost using the cumulative catch-up approach under which the carrying amount of the liability is adjusted to the present value of the future estimated cash flows, discounted at the liability’s original effective interest rate.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Our financial instruments primarily include cash and cash equivalents, restricted cash, accounts receivable, accounts payable, due to/from related parties and borrowings.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
As the Business’ leases do not provide an implicit rate, the net present value of future minimum lease payments is determined using the Business’ incremental borrowing rate.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Strategy & priorities
The principal activities of the Marigold Enterprise Business (the “Business”) consists of: • Development and provision of marketing technologies, including email marketing software to marketers and agencies both domestically and overseas; and • Providing support services to customers to manage their email marketing campaigns The Business specifically focuses on enterprise customers with sophisticated, large-scale and complex requirements.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Actual costs that the Business may have incurred if it were a standalone entity would depend on a number of factors, including the chosen organizational structure, whether functions were outsourced or performed by employees and strategic decisions made in areas of selling and marketing, research and development, information technology and infrastructure.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
All statements made in this Quarterly Report on Form 10-Q that are not statements of historical fact, including statements about our beliefs and expectations and regarding future events or our future results of operations, financial condition, business, strategies, financial needs, and the plans and objectives of management, are forward-looking statements and should be evaluated as such.
SEC original ↗Zeta Global Holdings Corp. — 10-Q Quarterly report10-QAug 5, 2026
Marigold s Enterprise Business primarily focuses on enterprise customers with sophisticated, large-scale and complex requirements.
SEC original ↗Zeta Global Holdings Corp. — 10-Q Quarterly report10-QAug 5, 2026
As of June 30, 2026, the Company was party to outstanding purchase contracts as follows: Year ended December 31, Remainder of 2026 $ 95,167 2027 145,742 2028 98,483 2029 53,191 2030 2,318 2031 and thereafter 20,000 Total* $ 414,902 * Includes obligations to issue shares of Class A Common Stock valued at $ 50,000 , under a long-term strategic partnership agreement.
SEC original ↗Zeta Global Holdings Corp. — 10-Q Quarterly report10-QAug 5, 2026
Risks & headwinds
The measurement constraint continues until the uncertainty associated with the variable consideration is subsequently resolved.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Liabilities for loss contingencies arising from claims, assessments, litigation, fine and penalties, and other sources, are recorded when it is probable that a liability has been incurred and the amount can be reasonable estimated.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Revenue The Business disaggregates revenue from contracts with customers by revenue generating activity, as it believes it best depicts how the nature, amount, timing and uncertainty of revenue and cash flows are affected by economic factors.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Commitments and Contingencies From time to time, the Business is party to litigation or other legal proceedings that are considered to be a part of the ordinary course of business.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
From time to time, the Business is party to litigation or other legal proceedings that are considered to be a part of the ordinary course of business.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Revenue The Business disaggregates revenue from contracts with customers by revenue generating activity, as management believes it best depicts how the nature, amount, timing and uncertainty of revenue and cash flows are affected by economic factors.
SEC original ↗Zeta Global Holdings Corp. — Earnings release (8-K exhibit)EX-99Feb 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q2 2026
- 10-QZETA
- 8-KZETA
- 8-KZETA
Jul 27, 2026
- Q1 2026
- 8-KZETA
Jun 16, 2026
- 10-QZETA
- 8-KZETA
Apr 30, 2026
- Q4 2025
- 10-KZETA
Feb 25, 2026
- 8-KZETA
Feb 24, 2026
- 8-K/AZETA
- Q3 2025
- 8-KZETA
Nov 24, 2025
- 10-QZETA
- 8-KZETA
- Q2 2025
- 8-KZETA
Sep 30, 2025
- EX-99ZETA
- 10-QZETA
- 8-KZETA
- Q1 2025
- 8-KZETA
- 10-QZETA
- 8-KZETA
- Q4 2024
- 10-KZETA
Feb 26, 2025
- 8-KZETA
Feb 25, 2025
- Q3 2024
- 8-KZETA
- 8-KZETA
Nov 20, 2024
- 8-KZETA
Nov 18, 2024
- 8-KZETA
Nov 14, 2024
- 10-QZETA
- 8-KZETA
Nov 12, 2024
- 8-KZETA
Oct 21, 2024
- 8-KZETA
- Q2 2024
- 8-KZETA
- 8-KZETA
Earnings releases
12 documentsPresentations
0 documentsNo presentations for Zeta Global Holdings Corp. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Zeta Global Holdings Corp. are held in this edition of the library.
Mentioned by
5 companiesOther tracked companies whose held documents mention Zeta Global Holdings Corp. by name or ticker. A mention is counted once per document, from the document text the library holds.
“& Acquisitions, Share Repurchases and General Corporate Purposes NEW YORK —July 27, 2026— Zeta Global (NYSE: ZETA),… …to pursue accretive M&A, support general corporate purposes, and execute opportunistically on share buybacks." "This financing is a ”
“…EX-99.1 2 zeta-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 April 30, 2026 Zeta Global Revenue Growth Accelerates to 50% and “Beats and Raises” for its 19 th Consecutive Quarter on the Heels of the Athena… … that may materially affect ”
“…November 24, 2025 (the “Closing”), Zeta Global Holdings Corp. (the “Company” or “Zeta”) completed its acquisition (the “Acquisition”) of the enterprise business (“Marigold’s Enterprise Business”)”
“& Acquisitions, Share Repurchases and General Corporate Purposes NEW YORK —July 27, 2026— Zeta Global (NYSE: ZETA),… …to pursue accretive M&A, support general corporate purposes, and execute opportunistically on share buybacks." "This financing is a ”
“to 2028, compared to our previous target… …year . 2 About Zeta Zeta Global (NYSE: ZETA) is the AI Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquir”
See also the earnings calendar for every tracked company’s next earnings date.