Zeta Global (NYSE: ZETA) has announced an increase in its 2025 and 2026 guidance following the completion of its acquisition of Marigold’s enterprise software business, including Marigold Loyalty, Cheetah Digital, Selligent, Sailthru, Liveclicker, and Grow. The acquisition, which was completed for an aggregate consideration of up to $325 million, has expanded Zeta’s global footprint and enhanced the capabilities of the Zeta marketing platform.
For the fourth quarter of 2025, Zeta has increased its revenue guidance to a range of $378.8 million to $381.8 million, representing a year-over-year growth rate of 20% to 21%. The adjusted EBITDA guidance has also been increased to a range of $90.7 million to $91.5 million, up $1 million at the midpoint from the prior guidance. Additionally, the company is maintaining its fourth quarter free cash flow guidance of $48.5 million, representing a year-over-year growth rate of 53%.
In terms of full-year 2025 guidance, Zeta has increased its revenue guidance to a range of $1,289 million to $1,292 million, representing a year-over-year growth rate of 28%. The adjusted EBITDA has also been increased to a range of $274.2 million to $275.1 million, up $1 million at the midpoint from the prior guidance. The company is maintaining its free cash flow guidance range of $156.9 million to $157.9 million, representing a year-over-year growth rate of 70%.
Looking ahead to the first quarter of 2026, Zeta has increased its revenue guidance to $362.0 million, representing a year-over-year growth rate of 37%. The adjusted EBITDA guidance has also been increased to $60.0 million, up $4 million from the prior guidance.
For the full year 2026, Zeta has increased its revenue guidance to at least $1,730 million, representing a year-over-year growth rate of 34%. The adjusted EBITDA has been increased to $385.4 million, up $31.4 million from the prior guidance. Additionally, the company has increased its free cash flow guidance to $224.0 million, up $15 million from the prior guidance.
Zeta’s adjusted EBITDA margin, free cash flow margin, and other financial metrics have also seen changes compared to the previous periods, reflecting the company's growth and expansion following the acquisition of Marigold’s enterprise software business.
Zeta Global, founded in 2007, is the AI marketing cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to help marketers acquire, grow, and retain customers more efficiently. The company is headquartered in New York City with offices around the world. As a result of these announcements, the company's shares have moved 1.22% on the market, and are now trading at a price of $17.48. For the full picture, make sure to review Zeta Global's 8-K report.
