Key Takeaways Zeta Global is set to report 2Q25 results on Aug. 5, with 30.1% y/y revenue growth expected.ZETA has a -8.26% Earnings ESP and a weak record, missing estimates in 3 of 4 quarters.Shares have dropped 34.8% in a year and trade below peers on a trailing P/E basis.Zeta Global (ZETA) will report second-quarter 2025 results on Aug. 5, after market close.The Zacks Consensus Estimate for revenues in the to-be-reported quarter is set at $296.4 million, suggesting 30.1% growth from the year-ago quarter’ ...

Core Insights - AI Agents have transitioned from laboratory experiments to enterprise-level applications, becoming central to automation solutions, with various products redefining human-machine collaboration in different scenarios [1][3][4] Group 1: RPA and AI Agent Integration - Traditional RPA was rule-driven and relied on predefined processes for repetitive tasks, but with the maturity of AI technology, RPA is evolving into a hybrid automation model known as "RPA+AI" [1][3] - Automation Anywhere's AI Agent Studio allows users to create custom AI Agents through a low-code platform, transforming natural language commands into executable automation processes [1] - TARS-RPA-Agent by 实在智能 enhances this framework with strong intent understanding and the ability to adjust strategies autonomously, marking a shift from execution to decision-making [1][3] Group 2: Vertical Specialization of AI Agents - AI Agents demonstrate differentiated advantages in specialized fields such as finance, government, and design, with banks like 招商银行 and 华夏银行 achieving 100% automation in processes like credit review and anti-money laundering, reducing human error rates to zero [3] - In the design sector, Lovart supports the entire design process from concept to final output, enabling designers to collaborate with AI through natural language [3] Group 3: Open Source and Ecosystem Development - The proliferation of AI Agents is driven by open-source ecosystems, with OpenManus replicating core functionalities and allowing users to access, modify, and deploy code freely [3] - AutoGLM's deep thinking capabilities simulate human cognitive processes, facilitating a complete workflow from data retrieval to report generation [3] Group 4: Future Trends in AI Agents - AI Agents are evolving from standalone tools to collaborative multi-Agent systems, with 字节跳动's 扣子空间 integrating cross-platform tools through the Model Context Protocol (MCP) [4] - The Eureka platform by 智慧芽 focuses on building an AI Agent ecosystem for technological innovation, allowing users to standardize or customize Agents, leading to an "Agent Store" model [4] Group 5: Conclusion on AI Agent Evolution - The transition from RPA's execution layer to AI Agent's decision layer signifies a profound paradigm shift, with both closed systems and open ecosystems being challenged [6] - Companies like 实在智能, OpenManus, and AutoGLM are addressing the critical question of how to enable AI to understand and execute complex tasks effectively [6]

Core Viewpoint - ServiceNow and Oracle are positioned to benefit from the growing digital transformation market, which is projected to reach approximately $4 trillion by 2027, with a CAGR of 16.2% from 2022 to 2027 [1] Group 1: Company Performance - ServiceNow shares have decreased by 7.7% year to date, while Oracle shares have dropped by 10.4% due to a tech sell-off influenced by higher tariffs and a challenging macroeconomic environment [2] - ServiceNow's Yokohama release introduces new AI agents across various domains, enhancing productivity and workflow efficiency [5] - ServiceNow's customer base has expanded, with 508 customers having more than $5 million in annual contract value (ACV), representing a 20% year-over-year growth [7] - ServiceNow expects second-quarter subscription revenues to be between $3.03 billion and $3.035 billion, indicating a year-over-year increase of 19% to 19.5% [8] - Oracle anticipates total revenue growth of 9-11% year over year for the third quarter of fiscal 2025, with cloud revenues expected to grow by 24-28% at constant currency [11] Group 2: Strategic Partnerships and Innovations - ServiceNow has established partnerships with major companies like NVIDIA, Amazon, and Vodafone to enhance its AI capabilities and service management solutions [6][10] - Oracle's partnerships with companies such as OpenAI and NVIDIA are driving its cloud business momentum, particularly with the launch of AI Agent Studio [9][10] Group 3: Earnings Estimates and Valuation - The Zacks Consensus Estimate for ServiceNow's 2025 earnings is $16.48 per share, reflecting an 18.39% increase over fiscal 2024, while Oracle's estimate has declined to $6.03 per share, suggesting 8.45% growth [12] - ServiceNow has consistently beaten earnings estimates, with an average surprise of 6.61%, compared to Oracle's surprise of 0.83% [13] - In terms of valuation, Oracle shares are trading at a forward Price/Sales ratio of 6.47X, which is lower than ServiceNow's 14.62X, indicating that Oracle may be a cheaper option [14] Group 4: Market Position and Outlook - Both companies are benefiting from strong demand for digital transformation despite macroeconomic challenges and tariff concerns [17] - ServiceNow's strong portfolio and partner base are highlighted as advantages over Oracle, which faces stiff competition and security issues in the cloud computing market [17]

Zeta Global (ZETA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Matthew Pfau - SVP - Investor RelationsDavid Steinberg - Co-Founder, Chairman & Chief Executive OfficerChristopher Greiner - Chief Financial OfficerTerry Tillman - Managing DirectorArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsMatthew Swanson - Director - Equity ResearchJackson Ader - Managing DirectorKoji Ikeda - Director - Enterprise Software Equity Research Conference Call Participants Jason Kreyer - ...

Zeta Global (ZETA) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Greetings, and welcome to the ZETA First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. It is now my pleasure to introduce your host, Matt Vaugh, Senior Vice President of Investor Relations. Thank you, sir. You may begin. Speaker1 Thank you, operator. Hello, everyone, and thank you for joining us fo ...