Zeta Global (ZETA) 28th Annual Needham Growth Conference Virtual summary

Business overview and differentiation

• Serves global Chief Marketing Officers across 13 industry verticals, focusing on customer retention, growth, and acquisition.

• Owns a proprietary data set covering over 245 million U.S. adults, enabling unique marketing capabilities.

• Offers omnichannel marketing, integrating mobile, email, CTV, audio, display, and direct mail.

• Matches 95% of Zeta's Data Cloud to customer data, providing a comprehensive view for brands.

Data and AI-driven innovation

• Utilizes a deterministic identity graph with 245 million U.S. and 525 million global profiles, enriched with 5,000+ attributes.

• AI-first approach enables one-to-one measurement, adaptive intelligence, and accurate activation.

• Athena, the AI agent, automates workflows, reducing tasks from hours or days to minutes.

• Athena leverages proprietary data to provide actionable recommendations and seamless campaign execution.

Monetization and customer expansion

• Athena currently has no distinct SKU; value is realized through increased use case adoption and ARPU expansion.

• Customers using multiple use cases generate 3-5x more revenue than single-use case customers.

• Athena enables seamless transition between retention, growth, and acquisition, unlocking wallet share.