Zeta Global

At the Citi Global TMT Conference, Zeta Global announced a strategic expansion from marketing software into enterprise data, analytics and AI, built on a proprietary data cloud of 535 million profiles and the AI layer Athena. Management reported strong customer wins, net revenue retention of 120% for 2025, rising average deal sizes and a land-and-expand revenue model with about 60% recurring fees. Strategic partnerships with Palantir, Snowflake and OpenAI are intended to drive integrations, go-to-market and AI capabilities; the company is targeting an adjusted EBITDA margin of at least 30% by 2030. The central challenge is translating growth and new partnerships into sustainable margin expansion and broader market adoption. » More on de.investing.com

At the Goldman Sachs Communacopia + Technology Conference, Zeta Global outlined its shift from marketing software to an AI intelligence platform and highlighted the rapid rollout of its agent platform Athena. The company reported last-quarter revenue growth of 44%, EBITDA growth of 56% and free cash flow up 73%, with a Rule of 40 of 67–68. Zeta emphasized its protected "Data Moat", partnerships with OpenAI, Palantir and Snowflake, and strong pipeline, deal-size and customer-retention metrics (NRR most recently 120%, guidance 110–115%). Management sees further upside from broader Athena adoption, GEO, connected TV and healthcare initiatives, but cautioned that customers are initially cautious about automation. » More on de.investing.com

Zeta Global Holdings reported a strong Q2 with revenue jumping 43.63% to $443 million. The company raised its full-year guidance to as much as $1.824 billion and attributes the growth to new AI-based solutions. Operational strength and an accelerated beat-and-raise rhythm are increasingly attracting institutional buyers. » More on finanzen.net