Zeta Global Holdings Corp.ZETA
Recorded

Zeta Global Holdings Corp. Citi’s 2026 Global TMT Conference

Review the key takeaways and the transcript of this earnings call.

Period 2026Duration35 minParticipants3

Transcript

Preview the first fifteen paragraphs, organized by speaker.

Ron JoseyAnalyst

Morning, everyone. Let's get started. I am Ron Josey. I lead coverage here of the internet sector at Citi. Always excited to have the Zeta team with us today. Chris and Winnie represent Zeta. Zeta is, I think everybody. For those who do not know Zeta is sort of at the crossroads of a lot of different enterprise and advertising areas, so to speak. When it comes to Data Cloud, when it comes to MarTech, when it comes to marketing tech, Yep when it comes to advertising tech, when it comes to AI infrastructure, Yep Zeta is there.

Ron JoseyAnalyst

Yes. Anyway, thank you for coming, both of you today.

Ron JoseyAnalyst

What I wanted to do is maybe we will kick off really quickly. Chris, tell us about what Zeta is in your words.

Ron JoseyAnalyst

Yeah and introduce yourself. Winnie, I am going to come to you next because Okay Winnie, by the way, is the head of the Zeta Data Cloud, I believe, at Zeta.

Ron JoseyAnalyst

It is a treat to have you with us today. We are going to get the nitty-gritty on what is a data cloud.

Ron JoseyAnalyst

Chris, you know everything about the business.

Chris GreinerCFO

We give her an IR badge for far too much of her time than she wants to do, but she's amazing. I'll start off with where we pioneered our footprint. As you said, that footprint now, and really the application of what we can do, we're being pulled in directions that we didn't anticipate, but now kind of going there full throttle. Initially, our primary buyer was the CMO. If you put yourself in the CMO's shoes, and these are with the biggest brands in the world, in every industry vertical, they are trying to figure out who they want to reach, how they're going to reach them, and once they do, how do I get that individual to engage with my brand?

Chris GreinerCFO

They have done that through the use cases of, I want to keep my existing customers for longer, I want to further grow my wallet with them, and then I want to acquire new ones. If you are a marketer or a CMO, you have to apply dozens and dozens of technologies against those three use cases. Whereas with Zeta, as you mentioned earlier, not only do you get as part of the out-of-the-box solution of using Zeta, access to our proprietary Zeta Data Cloud that you can't get anywhere else outside of the walled gardens, but you also have the ability to consolidate many, many, many different point solutions and technologies that can consolidate all those use cases on a single platform, market through every single digital channel without exclusions, even through social.

Chris GreinerCFO

As I'm sure we're going to get into today, not just solve those marketing use cases, but we're now being pulled into the office of the CFO, into the chief strategy officer, into customer success and service, and starting to see the application of our data, with use cases well beyond just marketing.

Ron JoseyAnalyst

That's great. I want to stick with this for a few seconds because Chris, you mentioned a primary buyer was the CMO. We ended this conversation on now pulled in the office of the CFO, pulled in the office of the chief strategy officer and several others.

Ron JoseyAnalyst

Yeah. This has been a massive year for Zeta, maybe 12 to 18 months in the making, probably more, given the partnerships with Palantir, of course, with OpenAI, with Snowflake.

Ron JoseyAnalyst

Yeah. When we emerge or call it expand from the office of the CMO into the office of others within the organization, how do we do that?

Chris GreinerCFO

No better example than Palantir, right?

Chris GreinerCFO

Yeah. If you think about what Palantir does better than anyone else in the world, is they create a perfect digital twin of every single piece of information that sits within an enterprise.

Chris GreinerCFO

Whether it is their customers, whether it is their vendors, whether it is their own internal policies and procedures, their own people-based data, they create a perfect digital twin that is hyper machine-readable, that then allows that enterprise to make far more effective decisions and also makes them hyper efficient. Now bring in Zeta. Zeta has the ability to do the exact same thing for you, but everything that is happening outside your four walls.

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