)
Zeta Global (ZETA) investor relations material
Zeta Global Fireside chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Introduction and agenda
The session opened with the announcement of a major partnership and platform integration with Palantir, marking a strategic pivot toward AI infrastructure.
The agenda included discussion of the partnership, product innovation, financial impact, and a live demo of the Athena platform.
Background and experience of the speaker
The speaker highlighted a history of innovation, including the launch of a new AI-native marketing platform in 2021 and a track record of serving over half of the Fortune 100.
The company has consistently focused on integrating data and AI at the application layer, positioning itself as a leader in marketing technology.
Current industry trends
There is a shift from traditional marketing technology to AI-driven infrastructure, with a focus on speed, efficiency, and data-driven decision-making.
Clients are increasingly seeking platforms that lower costs and improve marketing ROI, especially in challenging macro environments.
The adoption of voice-enabled AI agents and integration with large language models is accelerating across the industry.
- AI-powered platform Athena drives growth, retention, and market share through innovation and data.ZETA
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference21 May 2026 - AI drives growth and efficiency for robust platforms, while thin apps face disruption.ZETA
The 38th Annual Roth Conference4 May 2026 - Q1 2026 revenue surged 50% year-over-year, with raised full-year guidance and strong AI-driven growth.ZETA
Q1 20261 May 2026 - Shareholders will vote on director elections, auditor ratification, and executive pay at the June 2026 meeting.ZETA
Proxy filing24 Apr 2026 - Director elections, auditor ratification, and executive pay alignment are key 2026 meeting topics.ZETA
Proxy filing24 Apr 2026 - AI-driven platform growth and Athena launch position the business for higher ROI and margin gains.ZETA
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar 2026 - Record 2025 results, raised 2026 guidance, and expects continued profitable growth.ZETA
Q4 202525 Feb 2026 - Q2 revenue rose 33% to $228M, with margin expansion and raised 2024 guidance on AI-driven growth.ZETA
Q2 20242 Feb 2026 - $250M acquisition boosts data, AI, and publisher growth, with rapid integration and strong synergies.ZETA
M&A Announcement19 Jan 2026
Next Zeta Global earnings date
Next Zeta Global earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)