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Zeta: Everything You Need To Know About Why Its A Buy
Seeking Alpha· 2025-06-28 04:47
Core Insights - Zeta Global Holdings Corporation utilizes its AI-powered proprietary marketing platform (ZMP) to achieve significant results for clients, demonstrating a competitive edge in the MarTech industry [1] - The company has shown consistent revenue growth, margin expansion, and an increase in revenue per user (RPU), achieving 15 consecutive quarters of revenue beats [1] - Zeta Global's stock is currently trading at a significant discount to its intrinsic value based on discounted cash flow (DCF) and projected cash flows, indicating a potential investment opportunity for those with moderate risk tolerance [1] Company Overview - Founded in 2007 by David A. Steinberg and John Sculley, Zeta is an AI-powered marketing company based in New York City [2] - The company remained private until its IPO in June 2021, raising capital through multiple funding rounds, including $125 million from Blackstone's GSO Capital Partners in 2015 and $222.5 million in debt financing in March 2021 [2] - Zeta's marketing platform (ZMP) is designed to help companies and agencies grow and retain clients [2]
Sprinklr(CXM) - 2026 Q1 - Earnings Call Transcript
2025-06-04 13:30
Sprinklr (CXM) Q1 2026 Earnings Call June 04, 2025 08:30 AM ET Speaker0 Greetings. Welcome to Sprinklr First Quarter Fiscal Year twenty twenty six Earnings Call. At this time, participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this call is being recorded. It is now my pleasure to introduce Eric Skrow, Vice President, Finance. Thank you. You may begin. Speaker1 Thank you, operator, and welcome, everyone, to Sprinklr's first quarter fiscal ...
Zeta Global (ZETA) FY Conference Transcript
2025-06-03 18:40
Zeta Global (ZETA) FY Conference June 03, 2025 01:40 PM ET Speaker0 All right. Perfect. We'll go ahead and get started. Thanks, for being here. My name is Arjun Bhatia, and I am the research analyst here at William Blair who covers Zeta Global. For a full list of disclosures, please go to williamblair.com. And it's a pleasure to have Nizh Gore from Zeta Global, who is the Chief Data Officer, and Chris Greiner, who's the CFO. Thank you both for being here. Appreciate it. Speaker1 Thank you, Art. Speaker0 So ...
GEO,是门好生意吗?
Tai Mei Ti A P P· 2025-05-28 02:31
悠易科技CEO周文彪认为,大模型引爆市场之后,搜索成为受影响较大的互联网业态之一。特别是对于 00后这群AI原生用户来说,AI搜索将占领心智。而对于品牌方,一轮传播做下来,花了大预算的投放 内容是否被AI大模型"收录"越来越重要。 2025年,被业界普遍定义为智能体元年。不管是大厂还是企业,押注智能体似乎成为求生本能。成立于 2007年,一直从事MarTech智能营销业务的悠易科技,也于去年开始了智能体业务的探索。不过,需要 思考的是,对于一家以营销为核心业务的公司在智能体方面有哪些机会和结合点? 所以,传统浏览器时代,品牌传播要做好SEO,那么当AI搜索在用户搜索习惯中的占比逐渐提升,GEO (Generative Engine Optimization,生成引擎优化)也将成为品牌传播必须提上日程的核心事项。 GEO 的生效逻辑 以一款手机的GEO为例,如果该款手机目标人群为预算5000的消费者,那么当AI搜索用户问出"计划买 一款新手机,预算5000,游戏、办公性能兼具"这样的问题时,该款手机就能够出现在AI搜索给出的手 机购买推荐排名中。 如何才能够前置判断自己的品牌传播是否GEO有效呢? 预判到这样的 ...
ZETA(ZETA) - 2025 Q1 - Earnings Call Presentation
2025-05-01 20:16
Supplemental 1Q'25 Earnings Presentation May 1, 2025 Forward-looking statements and non-GAAP measures This presentation, together with other statements and information publicly disseminated by the Company, contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking s ...