Zeta Global (ZETA) investor relations material

Customer base and platform strategy

• Serves large enterprises across 15 industry verticals, with top 10 verticals accounting for 90% of revenue and no single vertical dominating.

• Focuses on three main use cases: customer retention, wallet share growth, and new customer acquisition, consolidating multiple point solutions into one platform.

• Proprietary data asset is a key differentiator, enabling richer customer insights and more effective marketing strategies.

• Platform collapses 8–12 vendors in initial implementations, driving high net revenue retention rates.

Product innovation and AI adoption

• Athena, a conversational AI interface, launched and quickly adopted by 40% of super scaled customers, with 83% of their interactions now conversational.

• Athena simplifies platform usage, enabling marketers to create more campaigns and audiences, increasing downstream revenue.

• Agencies leverage Athena and the Data Cloud to win new business and operate more strategically, unlocking further platform usage.

• AI-driven features help agencies and marketers make faster, more informed decisions across channels.

Partnerships and market positioning

• Strategic partnerships with Amazon, Snowflake, OpenAI, and Palantir expand reach and joint selling opportunities.

• Palantir partnership targets large U.S. commercial customers, combining internal and external data for advanced business intelligence and marketing use cases.

• Joint go-to-market approach with Palantir, with both companies' sales teams collaborating.

• Initial partnership focus is on high-margin analytics revenue, with potential for future media-related expansion.