Organic revenue increased 39.1% year-over-year. Full-year forecast unchanged. Retail media advertising drove growth. ZETA CX shifted to higher-priced projects; initiatives to improve CX and expand use of UGC data. Cumulative revenue for 3Q of the fiscal year ending December 2026 was 1,102 million yen, down 11.5% YoY, while cumulative order intake for 3Q continued growth of +5.4% year-on-year.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"6031","jir_company_name":"Zeta Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-11-09","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/6031-20261109-02.pdf","jir_short_summary":"Organic revenue increased 39.1% year-over-year. Full-year forecast unchanged. Retail media advertising drove growth. ZETA CX shifted to higher-priced projects; initiatives to improve CX and expand use of UGC data. Cumulative revenue for 3Q of the fiscal year ending December 2026 was 1,102 million yen, down 11.5% YoY, while cumulative order intake for 3Q continued growth of +5.4% year-on-year.","jir_summary":"### Overview of Performance\nCumulative revenue for the third quarter was 1,102 million yen, a decrease of 11.5% year-over-year, while ZETA CX revenue increased by 293 million yen. Excluding the impact of deferred revenue, organic revenue grew steadily by 39.1% year-over-year. Although some projects were deferred to the fourth quarter, the full-year forecast remains unchanged.\n\n### Outlook and Initiatives\nAgainst the backdrop of accelerating retail media advertising and expanded use of generative AI, we are advancing new AI commerce media initiatives and setting IR themes toward the mid-term plan. Through CX improvement and strengthening UGC assets, we aim to expand new revenue sources leveraging one of the largest domestic UGC data platforms.","jir_financial_highlights":"Revenue: 1,102 (Year-over-Year -11.5%)\nFull-year Revenue: 2,100 (Progress Rate 52.5%)\nOperating Income: 33 (Year-over-Year -78.6%)","jir_category":"","jir_hashtags":"#ZETA, #EarningsSummary","jir_key_figures":"Revenue: 1,102 million yen\nGross Profit: 871 million yen\nOperating Income: 33 million yen","jir_meta_title":"Zeta Inc. \u2014 New Opportunities in AI Agent Commerce | FY2026 3Q Financial Results","jir_meta_description":"Key points of Zeta Inc.'s FY2026 third quarter results. While revenue declined year-over-year, organic revenue grew 39.1%. Retail media advertising drove growth, and expansion of CX improvements and UGC asset utilization are expected to be future growth drivers.","jir_og_title":"Zeta Inc. \u2014 Earnings Highlight: Revenue Down in 3Q but Organic Revenue Strongly Up","jir_og_description":"Summary of Zeta Inc.'s third quarter results: organic revenue up 39.1% year-over-year and full-year forecast unchanged. 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