Group 1 - Zeta Global Holdings Corp. is identified as a promising mid-cap growth stock, with Morgan Stanley raising its price target from $23 to $27 [1] - The SaaS application sector has underperformed compared to the broader software and tech sectors in 2025, but concerns regarding AI's impact are easing, leading to a more optimistic outlook for 2026 [1][3] - Zeta Global announced a collaboration with OpenAI to enhance its AI-powered marketing agent, Athena, integrating OpenAI models into its marketing platform [2][3] Group 2 - The partnership with OpenAI will expand beta access for Athena's applications, including Insights, a conversational analytics tool, and Advisor, a goal-driven optimization tool [3] - Zeta Global operates an omnichannel data-driven cloud platform that provides consumer intelligence and marketing automation software both in the US and internationally [4]

Core Insights - Zeta Global Holdings Corp. has announced a strategic partnership with OpenAI to enhance its enterprise marketing agent, Athena, amid strong demand from brands [1][5] - The collaboration aims to integrate OpenAI's conversational intelligence into Athena, streamlining complex marketing tasks for users [1][3] Group 1: Partnership Details - The partnership was revealed at CES 2026 in Las Vegas, highlighting the need for intelligence that transforms questions into actionable insights for enterprise teams [2] - Athena is designed to adapt to individual user goals and styles, converting queries into actionable insights across various campaigns and data workflows [2][3] Group 2: Product Features - Athena includes two agentic applications, Insights and Advisor, which are currently in beta testing for early access customers [2] - The Insights app provides marketers with immediate access to trends, audience opportunities, and dashboards with ready-to-use data [3][4] - The Advisor app reviews campaigns continuously and can recommend or automate actions to achieve business objectives such as revenue and retention [4] Group 3: Market Response and Future Plans - Zeta plans to make Athena available to all customers by the end of Q1 2026, driven by strong interest from leading brands and agencies [5] - Following the announcement, Zeta Global Holdings shares increased by 4.80%, reaching $22.71 [5]

Core Insights - Zeta Global (ZETA.US) shares rose over 8% to $23.41 following the announcement of a strategic partnership with OpenAI on January 5 [1] - The collaboration aims to enhance Zeta's flagship product, Athena, by integrating advanced conversational intelligence and agent capabilities [1] - Athena is designed as a super-intelligent agent system specifically for large enterprise marketing teams, facilitating a significant upgrade in marketing operations from "insight" to "action" [1] Company Developments - Zeta Global's co-founder, chairman, and CEO, David A. Steinberg, emphasized the milestone nature of the partnership with OpenAI, marking a pivotal moment in the company's history [1] - The integration of AI is shifting from the periphery of marketing to the core of enterprise operations, with Athena exemplifying this transformation [1] - The partnership is expected to enable a new operational model that is scalable and promotes growth, helping brands optimize spending and seize opportunities at critical junctures [1]

Core Viewpoint - Zeta Global's stock price increased by 9.5% to $23.73 following the announcement of a strategic partnership with OpenAI to enhance its flagship product, Athena by Zeta, with advanced conversational intelligence and agent capabilities [1] Group 1 - Zeta Global is an AI marketing cloud platform that focuses on providing intelligent solutions for large enterprise marketing teams [1] - The partnership with OpenAI aims to integrate more powerful conversational AI features into Athena, enhancing its functionality [1] - Athena is described as a super-intelligent agent system specifically designed for marketing teams in large enterprises [1]

Core Insights - Zeta Global Holdings Corp. (NYSE:ZETA) experienced a significant stock price increase of 19.40% to close at $19.94, driven by strong earnings and a positive outlook for 2025 [1][3] - The company reported a narrowed net loss of 79% in Q3, reducing it to $3.6 million from $17.37 million year-on-year [2] - Revenue for Zeta Global increased by 25.7% to $337.17 million, surpassing previous guidance [3] - The company raised its revenue guidance for full-year 2025 to a range of $1.273 billion to $1.276 billion, up from the previous outlook [4] - Adjusted EBITDA expectations were also increased to $273.2 million to $274.1 million [5] - Initial guidance for full-year 2026 projects revenues of $1.54 billion, indicating nearly 21% growth from the updated 2025 outlook [5] Financial Performance - Q3 net loss narrowed to $3.6 million, a significant improvement from $17.37 million in the same quarter last year [2] - Revenue growth of 25.7% to $337.17 million compared to $268.29 million year-on-year, exceeding prior guidance of $327 million to $329 million [3] - Adjusted EBITDA is now expected to be between $273.2 million and $274.1 million, an increase from the previous estimate [5] Future Outlook - Revenue guidance for 2025 has been raised to $1.273 billion to $1.276 billion, up from $1.258 billion to $1.268 billion [4] - Initial revenue guidance for 2026 is set at $1.54 billion, reflecting a nearly 21% growth from the updated 2025 forecast [5] - The CEO highlighted the role of artificial intelligence and data products in driving growth, emphasizing their competitive advantage [3][4]