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Zeta Global Reports Accelerating Revenue And Profitability
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Riyado Sofian’s bullish thesis on Zeta Global, posted on RS Capital’s Substack and summarized Feb. 3, 2026, highlights ZETA’s record quarter and strategic catalysts. Zeta reported $337 million revenue (up 26% year‑over‑year), a 23% adjusted EBITDA margin (up 46% YoY) and 83% free cash flow growth; management raised guidance and expects Athena and the Marigold acquisition to boost growth.
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