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Zeta Global posts 4th straight quarter of growth with new Athena platform boosting revenue and margins.

Company Fundamentals
08 May 2026
Seeking Alpha
Bullish
pluang ai news

Zeta Global reported its fourth consecutive quarter of accelerating core business growth, driven by higher average revenue per user (ARPU) and a net revenue retention (NRR) rate above 115%. The recent launch of its Athena platform has significantly increased agentic interactions, potentially sustaining revenue growth in upcoming quarters. Athena's adoption may also improve gross margins long-term, as most queries occur on Zeta's platform leveraging its extensive first-party data. The company's unified platform also addresses agency concerns about hidden fees, which could increase its market share among top agencies. Overall, Zeta's strong growth and innovative platform support a positive outlook for continued expansion.

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