Zeta Global is signaling an ambitious new chapter in the AI marketing cloud landscape as the company lifts its financial guidance for both 2025 and 2026 following the completion of its acquisition of Marigold’s enterprise software business. The expanded portfolio strengthens Zeta’s position in a fast growing segment where enterprises are seeking intelligent platforms that unify customer engagement, loyalty, and personalization. In a market defined by rising expectations for data driven experiences, the AI marketing cloud is becoming essential infrastructure for large brands, making this acquisition particularly consequential.
The deal brings several well known enterprise solutions under Zeta’s umbrella, including Marigold Loyalty, Cheetah Digital, Selligent, Sailthru, Liveclicker, and Grow. With these additions, Zeta expands its reach across global markets and deepens its capabilities in omni channel execution, consumer insights, and subscription based revenue streams. The company says the integration strengthens the Zeta Marketing Platform and enhances its penetration among Fortune 500 organizations seeking more intelligent customer experience technology.
Marketing Technology Insights: Kyndryl Launches Agentic AI Framework and Services for the Mainframe
“This acquisition is a powerful step forward for Zeta,” said David A. Steinberg, Co Founder, Chairman, and CEO of Zeta Global. “It is a true 1+1=4 opportunity. By combining Marigold’s enterprise loyalty capabilities with Zeta’s AI and data driven platform, we believe we can unlock even greater value for our clients, increasing ROI from 6x to more than 10x over time. Together, we are well positioned to deliver unmatched scale, intelligence, and performance to the world’s leading brands.” His remarks reflect the enterprise demand for unified platforms that consolidate marketing functions once spread across disconnected systems.
Zeta acquired Marigold’s enterprise software assets for up to 325 million dollars, including a mix of cash, newly issued Zeta stock, and seller notes payable after closing. The company updated its revenue and adjusted EBITDA guidance across several reporting periods, outlining strong growth fueled in part by the expanded product suite. For the fourth quarter of 2025, Zeta raised revenue expectations to between 378.8 million and 381.8 million dollars and increased adjusted EBITDA expectations to as much as 91.5 million dollars. Similar upward adjustments were issued for full year 2025, first quarter 2026, and full year 2026.
Marketing Technology Insights: Numa Introduces the Voice AI With a Smart Inbox for Dealerships
Full year 2026 guidance now calls for at least 1.73 billion dollars in revenue and 385.4 million dollars in adjusted EBITDA, representing substantial year over year gains. Free cash flow projections also increased, reflecting what Zeta expects will be a more efficient and profitable operating model after the integration of Marigold’s assets.
As enterprise marketers continue shifting toward platforms that centralize identity, activation, and loyalty, the AI marketing cloud will remain a defining force. Zeta’s expanded guidance indicates that the company sees this acquisition as a catalyst for sustained growth, stronger long term margins, and deeper alignment with the evolving needs of global brands.
Marketing Technology Insights: Nano Banana Pro Now Available on Mixboard Collaborative Platform
For media inquiries, you can write to our MarTech Newsroom at info@intentamplify.com
