𝐙𝐞𝐭𝐚 𝐆𝐥𝐨𝐛𝐚𝐥 𝐐𝟑 𝟐𝟎𝟐𝟔 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐒𝐮𝐫𝐠𝐞𝐬 𝟒𝟔 𝐑𝐮𝐥𝐞 𝐨𝐟 𝟕𝟏 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐝 𝐅𝐘𝟐𝟎𝟐𝟔 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

⠀

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $493M (+46% YoY; +30% excluding Marigold and political candidate revenue)

• GAAP EPS: $0.14

• Non-GAAP EPS: $0.38

• GAAP Net Income: $38M

• Adjusted EBITDA: $121M (+140 bps margin expansion to 24.6%)

• Free Cash Flow: $82M (+73% YoY)

⠀

🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 (𝐑𝐚𝐢𝐬𝐞𝐝)

𝐐𝟒 𝟐𝟎𝟐𝟔

• Revenue: $521M–$525M (+32%–33% YoY)

• Adjusted EBITDA: $135.2M–$136.3M

𝐅𝐘𝟐𝟎𝟐𝟔

• Revenue: $1.853B–$1.857B (prior midpoint $1.818B)

• Adjusted EBITDA: $414.1M–$415.2M

• Free Cash Flow: $270.6M–$271.6M

• GAAP EPS: $0.22–$0.24 (prior $0.09–$0.11)

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Delivered its 21st consecutive beat-and-raise quarter

• Revenue growth excluding acquisitions and political candidate revenue accelerated to 30% from 28% in Q2

• Super-Scaled Customers increased 18% to 212, with ARPU rising 22% to $2.0M

• Achieved the Rule of 71 through 46% revenue growth and a 24.6% adjusted EBITDA margin

• Operating cash flow increased 58% YoY to $91M

• Revenue exceeded the prior guidance midpoint by $22M

• AthenaOS adoption and usage supported accelerating growth and improved profitability

𝐙𝐞𝐭𝐚 𝐆𝐥𝐨𝐛𝐚𝐥 𝐐𝟑 𝟐𝟎𝟐𝟔: 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐒𝐮𝐫𝐠𝐞𝐬 𝟒𝟔%, 𝐑𝐮𝐥𝐞 𝐨𝐟 𝟕𝟏 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐝, 𝐅𝐘𝟐𝟎𝟐𝟔 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞