Cory Smith retweeted
Ondas received a $56M order for Electronic Safe & Arm Devices supporting a European loitering munition program, the first since the GATE and Bron acquisitions.
Production moves forward with qualified technology and an established manufacturing base in Poland. $ONDS
ondas.com/post/ondas-receive…
Cory Smith retweeted
A number of sources have incorrectly posted that Zeta "missed our earnings-per-share,” and have erroneously mistaken our Non-GAAP Earnings with our GAAP Earnings. Here is a chart that fully reflects the correct numbers.
Cory Smith retweeted
We just announced our Q2 results, and we crushed the quarter. Our performance reflects strong execution and momentum as an intelligent AI infrastructure company.
✅ Our 20th straight “beat and raise”
✅ Raised annual revenue by $33 million to $1.818 billion
✅ $443M in revenue, up 44% Y/Y (28% excluding M&A)
✅ $92M in Adjusted EBITDA, up 56% Y/Y
✅ $58M in free cash flow, up 73% Y/Y
✅ Positive GAAP net income and achieved the Rule of 64
✅ 197 Super-Scaled Customers, with Super-Scaled ARPU of $1.8M, both up 17% Y/Y
✅ Completed Phase 1 integration with Palantir and have 2 joint customer engagements
✅ Raised full-year GAAP EPS guidance by greater than 300% at the midpoint
Very few AI companies are growing free cash flow faster than revenue.
Thank you to our customers and partners for continuing to grow with us as @ZetaGlobal has become the intelligent AI infrastructure layer for enterprise decision-making. I’m more confident than ever in the opportunity ahead and, as always, incredibly proud of Team Zeta. $zeta
LG 🚀🚀🚀
Learn more about our Q2 2026 results here:
businesswire.com/news/home/2…








