Here are my $ZETA Q2 GAAP EPS estimates. - Adj. EPS: $0.23 - GAAP EPS: $0.04-0.05 - GAAP Net Income: $10M to $13M Total Adj. EBITDA: $95.3M (10% Beat) That also puts Adj. EPS projected by the Street ($0.20) at roughly a 15% beat. I'm forecasting Q2 SBC dilution in line with Q1, despite Q1 including one-time Marigold related dilution that is NOT expected to recur... The stock has been turbulent, so I am expecting management to have taken advantage of buy-back programs current active - outstanding shares should be flat around 239M. I'm being overly cautious here. Additionally, this would put FY26 GAAP EPS around $(0.01). Which means, H2 is heavily sandbagged, and the significant beat of the $0.04 EPS target is highly-probable. I am still projecting a minimum FY GAAP EPS of $0.06. Forgot to mention, their average Adj. EBITDA beat is ~10.8%. Q2 is set-up with plenty of tailwinds. I'm expecting an out performance of my numbers below. $ZETA
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