The following resolutions were passed at the Annual General Meeting (the “AGM”) of ZetaDisplay AB (publ) (“the Company”) on 25 June 2025. Adoption of income statement and balance sheet and discharge from liabilityThe AGM resolved to adopt the income statement and consolidated income statement for the financial year 2024 as well as the balance sheet and consolidated balance sheet as of 31 December 2024. The members of the Board of Directors and the managing director were discharged from liability for the fin ...

Group 1 - The Extraordinary General Meeting (EGM) of ZetaDisplay AB took place on 23 June 2025 [1] - Board member Matthew Peacock was dismissed, and Rob Woodward was elected as a new board member [1] - The remaining board members were re-elected for the period until the next Annual General Meeting [1]

Company Overview - Zeta Global Holdings (ZETA) shares increased by 12.6% to close at $14.18, supported by high trading volume, contrasting with a 5.1% loss over the past four weeks [1] - The company is gaining attention for its role in generative AI marketing, with growing investor interest in its AI-driven capabilities [1] Earnings Expectations - Zeta is expected to report quarterly earnings of $0.15 per share, reflecting a year-over-year increase of 15.4% [2] - Revenue projections stand at $296.38 million, indicating a 30.1% growth compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Zeta has remained stable over the last 30 days, suggesting that stock price movements may not sustain without earnings estimate revisions [3] - Zeta currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [3] Industry Context - Zeta is part of the Zacks Technology Services industry, which includes other companies like Blade Air Mobility, Inc. (BLDE) [3] - Blade Air Mobility's consensus EPS estimate is -$0.04, with a year-over-year change of 33.3%, and it holds a Zacks Rank of 2 (Buy) [4]

Group 1 - Zeta Global Holdings (NYSE: ZETA) is rated as a Strong Buy, indicating a positive outlook for the company's stock performance [1] - The company has not attracted significant investor attention, suggesting potential for growth and investment opportunity [1] - The analysis is based on insights gathered from investor calls, presentations, financials, and news, focusing on a 3-5 year investment horizon [1] Group 2 - The analysis is conducted by MMMT Wealth, led by Oliver, a CPA with experience in private equity, hedge funds, and asset management [1] - MMMT Wealth was established in 2023, emphasizing the importance of thorough research in identifying valuable investment opportunities [1] - Oliver's background includes 5 years of investing experience and 4 years as a CPA, highlighting a blend of practical and analytical skills in investment analysis [1]

Core Insights - ZetaDisplay has formed a strategic partnership with Coop Norway to implement a next-generation Retail Media solution aimed at enhancing customer experiences through data-driven in-store communications [1][3] - Coop Norway, the second-largest grocery retailer in Norway, operates around 1,200 stores and will initially deploy 128 digital screens in 32 Obs hypermarkets [2][4] - The collaboration will provide a comprehensive Retail Media infrastructure, including advanced hardware and software, designed to deliver contextual messages at the point of decision-making, thus creating new revenue streams for Coop and improving ROI for advertisers [3][5] Company Overview - ZetaDisplay, founded in 2003 in Sweden, is a leading player in the European digital signage market with over 125,000 active installations across more than 50 countries [5][6] - The company has a turnover exceeding SEK 600 million and employs approximately 250 staff members [6] - ZetaDisplay is recognized for its innovative digital signage solutions and has established itself as a trusted partner for many prominent global brands [5][6] Coop Norway Overview - Coop Norway is the second-largest grocery retailer in the country, with a diverse portfolio of approximately 1,200 grocery and home improvement stores [2][4] - The organization operates under various brands, including Obs, Extra, and Coop Mega, and is owned by over 2.5 million members through local cooperative societies [4]

Summary of Zeta Global Conference Call Company Overview - **Zeta Global** is a marketing technology company focused on helping mid-market to large enterprises acquire, grow, and retain customers, primarily in consumer-facing sectors [3][4][6]. Core Business Model - Zeta Global emphasizes **identity-based marketing** on the open web, differentiating itself from traditional platforms like Facebook and Google, which operate within closed ecosystems [5][6]. - The company claims to reach about **90% of the US adult population** monthly, allowing it to synthesize consumer intent and identity effectively [6][7]. Market Demand and Performance - Despite concerns about unstable macroeconomic conditions, Zeta Global reports strong demand, with **April being one of their strongest months** and the signing of three of their largest contracts in history within the last 90 days [11][12]. - Consumer behavior remains stable, with demand in sectors like retail reportedly increasing [11][14]. Data Assets and Compliance - Zeta Global operates two major data networks: **Disqus**, a commenting platform, and **LiveIntent**, an ad exchange for publishers [22][23]. - The company emphasizes compliance with regulations, particularly in highly regulated industries like banking and telecom, and has taken steps to improve transparency with investors [20][21]. Data Strategy - Zeta Global's data strategy includes a **mature identity graph** representing approximately **200 to 245 million individuals** in the US, which is crucial for understanding consumer behavior [25][26]. - The company plans to expand its data assets and geographic reach, particularly in Western Europe and Latin America [31][32]. AI and Technology Integration - Zeta Global is leveraging **AI** to enhance marketing automation and customer engagement, with tools like **Compass** designed to reduce onboarding time significantly [52][54]. - The company has introduced the **Answers Framework**, which integrates intelligence and action, making it easier for marketers to interpret data and take action [56][58]. Competitive Landscape - Zeta Global believes that traditional marketing clouds have lost focus, allowing them to grow faster than competitors like Salesforce, which reported only **4% growth** in their marketing cloud [69]. - The company asserts that replicating their data asset and operational model is challenging due to the scale and integration required [71][73]. Future Focus - Zeta Global's key investment priority is to enhance **outcomes** for customers through generative capabilities that improve ROI, rather than solely differentiating on the data side [74]. Conclusion - Zeta Global is positioned as a leader in the marketing technology space, leveraging a unique data strategy and AI capabilities to drive customer acquisition, growth, and retention while navigating a complex macroeconomic environment.

Summary of Zeta Global Conference Call Company Overview - **Company**: Zeta Global - **Industry**: Marketing Technology (MarTech) Core Points and Arguments 1. **Unique Value Proposition**: Zeta Global offers an all-in-one marketing platform that enables brands to acquire, grow, and retain customers using a single dataset, unlike competitors who focus on either customer retention or acquisition [6][12][14] 2. **Data Advantage**: Zeta has data on approximately 240 million U.S. individuals, representing 90-95% of the U.S. adult population, which is leveraged for identity-based marketing [19][20] 3. **Growth in Agency Partnerships**: The company has shifted from direct enterprise sales to working with agencies, which now account for nearly 20% of revenue, marking a significant growth area [30][68] 4. **Channel Expansion**: The average customer is now utilizing three channels, with a focus on expanding use cases to drive higher average revenue per user (ARPU) [40][41] 5. **Generative AI Investments**: Zeta has made significant investments in generative AI to enhance marketing solutions, aiming to provide easier and faster campaign deployment [51][53] 6. **Customer Retention and ROI**: Zeta emphasizes measurable ROI for clients, which leads to increased investment in their platform as clients see better outcomes [8][10][47] Additional Important Insights 1. **Market Trends**: CMOs are increasingly investing in data convergence and identity-based marketing, which aligns with Zeta's offerings [12][14] 2. **Agency Dynamics**: Independent agencies are engaging with Zeta similarly to direct enterprise relationships, creating multi-year contracts and minimum usage agreements [32][34] 3. **Sales Strategy**: Zeta's sales approach is not tied to RFP cycles, allowing flexibility in entering the market through data solutions [45][46] 4. **Financial Performance**: Zeta has maintained mid to high 20% organic growth, with a forecast of 23% growth for the current year [49][56] 5. **Operational Efficiency**: The company has managed to grow while expanding free cash flow margins, indicating a balance between growth investments and margin expansion [61][70] This summary encapsulates the key points discussed during the conference call, highlighting Zeta Global's strategic positioning, growth initiatives, and market dynamics.

Core Insights - ZetaDisplay experienced significant growth in Q1 2025, with adjusted net sales increasing by 26.8% to SEK 159.6 million, driven by strategic acquisitions and 7% organic growth from global accounts [3][8] - The company was recognized as "Outstanding Company of the Year" at the 2025 Digital Signage Awards, highlighting its commitment to innovation and customer engagement [4] - A successful bond refinancing was completed, reflecting strong confidence from financial partners, alongside a new five-year contract with Ruter to modernize digital signage across 370 transit locations [5][8] Financial Performance - Adjusted recurring revenue rose by 9.9% to SEK 65.4 million, accounting for 41.0% of net sales [3][8] - Adjusted EBITDA increased to SEK 22.0 million, showcasing efficient scaling and cost control [3][8] - Gross margin decreased to 56.4%, down from 59.9%, indicating potential cost pressures [8] Strategic Developments - The transformation of operations in Germany is progressing, with a focus on adopting ZetaDisplay's Full-Service-Provider business model [6][8] - A new Managing Director has been appointed in the UK to enhance the Engage Suite platform and attract new customers [6] - The integration of Beyond Digital Solutions in the UK is expected to enhance the company's capability to deliver comprehensive services [8] Market Outlook - The company is optimistic about growth in areas such as hardware, analytics, AI, and retail media, positioning itself well for organic growth [7][8] - The focus remains on driving long-term value through innovation and operational excellence while maintaining cost management [8]

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ZetaDisplay AB (publ) publishes bond prospectus and applies for listing of its bonds on Nasdaq Stockholm ZetaDisplay AB (publ) (the "Company") has issued a senior secured bond loan of SEK 500,000,000 on 4 April 2025, on the Swedish bond market. The bonds carry a floating interest rate of STIBOR 3m + 6.50 per cent. per annum and matures 4 April 2028. The Company has applied for listing of the bonds on the Corporate Bond list at Nasdaq Stockholm and the first day of trading will be today, 26 May 2025. In conn ...