Zeta Global (ZETA) CFO on Data Cloud Growth, Marigold Acquisition

Core Insights - Zeta Global provides AI-powered marketing solutions to major enterprise brands, helping them retain, grow, and acquire customers more efficiently [2][4] - The company has access to one of the largest proprietary data clouds, second only to Meta, Google, and Amazon, which enhances its marketing capabilities [2] - Zeta Global's recent acquisition is expected to enhance its international reach, as only 4% of its current revenue comes from international markets, compared to 40% from the acquired business [5][6] Company Overview - Zeta Global assists large brands across various industries by leveraging data to improve customer engagement and marketing effectiveness [2][4] - The company has nearly 600 scaled customers, with a focus on providing a unified view of consumers to enhance personalization and loyalty [9][10] Financial Performance - Zeta Global reported a 35% year-over-year revenue growth last quarter, with a four-year compounded annual growth rate of 30% [15] - The company aims to capture a larger share of the marketing spend, currently at approximately 1.6 billion in revenue, which is just over 1% of the total marketing budget of its clients [17][18] Strategic Focus - The company emphasizes organic growth, targeting at least 20% annual growth, while also considering smaller acquisitions to enhance its service offerings [16][17] - Zeta Global's marketing solutions are designed to provide transparency and measurable ROI, with returns ranging from 3x to 7x for clients' marketing investments [12][13]