ZETA(US:ZETA) CNBC Television·2025-10-08 22:17AI Integration and Business Impact - Zeta Global integrated AI natively into its marketing platform, starting in 2017, giving them a head start compared to companies that began more recently [1][2] - Zeta Global uses AI to process trillions of signals about individuals to predict their next actions, such as buying a new credit card or churning off a wireless platform [3] - For every dollar an enterprise client spends using Zeta Global's AI and software, they see a return of $5 to $7 in revenue [4] - Zeta Global aims to increase the return on investment for clients to $10 for every dollar spent through their platform [5] Competitive Advantage and Technology - Zeta Global owns one of the world's largest data clouds, providing them with first-party data, unlike competitors who rely on third-party data [8] - Zeta Global re-architected its marketing platform in 2021, integrating AI and data at the core application layer, reducing latency and improving ROI [9][10][11] - Zeta Global's platform can make decisions in a millisecond, leading to substantially better return on investment for clients [11] Financial Performance and Future Outlook - Zeta Global has consistently beaten and raised its guidance for 16 consecutive quarters [6][7] - Zeta Global is among a small group of technology companies (8 out of 512) that have grown at an organic compounded growth rate of over 20% for four years while increasing operating margin each year [7] - Zeta Global acquired Marold's enterprise business, including a loyalty platform, for $325 million, enabling them to ingest skew level data [4][5]