2026 Q1 -tulosraportti
77 päivää sitten
‧1 t 4 min
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 | ||
2025 Q1 -tulosraportti 1.5.2025 |
Asiakkaat katsoivat myös
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3 päivää sitten🔥 ZETA GLOBAL: The Mega-Pivot to AI Infrastructure & Palantir Update (Part 1) Fresh insights from the recent webcast discussion with CEO David Steinberg and CFO Christopher Greiner. The company is actively breaking out of its traditional marketing technology (MarTech) niche and transforming into a true AI infrastructure and business intelligence powerhouse. Here are the key takeaways regarding strategy and major tech partnerships: • The Strategic Pivot (ZBI) Zeta is massively expanding its total addressable market by entering the U.S. Business Intelligence sector, which is estimated to be worth roughly $35 billion annually. With "Zeta Business Intelligence" (ZBI), the company will bypass stale, historical data analysis and instead leverage its proprietary Data Cloud to deliver real-time predictive forecasting for future business outcomes. • Palantir Integration Just Weeks Away The execution here is moving at lightning speed. CEO Steinberg announced that the first phase of the integration is expected to be completed within 30 to 40 days. All existing Data Cloud clients will seamlessly migrate onto Palantir's Foundry platform. Furthermore, the company expects to launch its first joint enterprise client from Palantir’s side during the current quarter. Long-term, this partnership is budgeted to be highly additive to operating margins. • "Athena" AI Interface is a Massive Gamechanger Athena is now generally available (offering conversational enterprise AI via voice or chat). Clients adopting Athena are experiencing game-changing metrics: an independent Forrester survey measured a broader return on marketing spend at over 600%, while some top-tier early adopters are seeing explosive returns of over 1,400%. Additionally, when clients utilize these automation features, their spend on the Zeta platform surges by 200% to 350%. • OpenAI Partnership Massively Expanded The relationship with OpenAI is deepening across multiple vectors. Beyond providing the voice capabilities for Athena, OpenAI has officially awarded Zeta a "meaningful component" of its own marketing serving business. Internally, Zeta has completely replaced Microsoft Copilot with ChatGPT for all global employees. Crucially, Zeta’s own Data Cloud continues to run on its proprietary models and does not feed any customer data into external large language models.3 päivää sitten📈 ZETA GLOBAL: The Monumental "Gap" Win & Financial Update (Part 2) Here is the second part of the summary from the latest webcast. Beyond the tech infrastructure partnerships, management revealed massive customer win details and highly bullish long-term financial metrics: • The Monumental "Gap" Victory Against Industry Giants Zeta has secured a major contract with retail giant Gap, stepping in as their system of record for CRM and monetization. What makes this a massive statement is that Zeta completely displaced four major direct competitors in the RFP process—including industry heavyweights Salesforce and Braze! CEO Steinberg was 100% confident that the advanced capabilities of "Athena" were the sole reason Gap fast-tracked the multi-year deal. • A Financial Model with Elite Predictability CFO Christopher Greiner provided deep insights into their highly reliable revenue mix: - Roughly 60% of revenue comes from recurring software (boasting a multi-year growth rate of 36%). - 40% comes from utilization-based revenue (growing at 25%). - Over 90% of revenue is generated by customers who have been with the platform for more than a year. - Nearly 75% comes from loyal clients with a tenure of over three years. • Flawless "Beat and Raise" Track Record Zeta boasts an impeccable public record: 19 consecutive quarters as a public company, and 19 consecutive times they have beaten consensus expectations and raised guidance. Management explicitly stated that the Palantir agreement dramatically increases their confidence in accelerating their long-term model, placing them well ahead of schedule to hit their published 2028 operational targets early. • The Unfair Competitive Advantage: The Data Cloud Zeta's ultimate moat remains its unmatched Data Cloud. It features 535 million fully consented individual profiles, averaging 5,000 to 7,000 distinct data points per person, anchored by first-party relationships with over 5 million publishers. The overarching goal is to embed so deeply into enterprise architectures that Zeta is viewed as a mission-critical infrastructure necessity rather than a negotiable software expense. Bottom Line: This is an incredibly bullish fundamental update. Zeta is turning into an AI infrastructure powerhouse right before our eyes. Keep an eye out for the upcoming "Zeta Live" event in New York on October 8, where they plan to unveil the next phase of turning Athena into a full business operating system.
9.7.I just posted a video where I very shortly address my ZETA thesis and the investment case: I just posted a video about 7 companies on my watchlist: These 7 Stocks Could Be HUGE youtu.be/HbUKZQXc1Fg I speak about ZETA at 10:25-13:08 Not investment advice, Just my3 päivää sitten📈 ZETA GLOBAL: The Monumental "Gap" Win & Financial Update (Part 2) Here is the second part of the summary from the latest webcast. Beyond the tech infrastructure partnerships, management revealed massive customer win details and highly bullish long-term financial metrics: • The Monumental "Gap" Victory Against Industry Giants Zeta has secured a major contract with retail giant Gap, stepping in as their system of record for CRM and monetization. What makes this a massive statement is that Zeta completely displaced four major direct competitors in the RFP process—including industry heavyweights Salesforce and Braze! CEO Steinberg was 100% confident that the advanced capabilities of "Athena" were the sole reason Gap fast-tracked the multi-year deal. • A Financial Model with Elite Predictability CFO Christopher Greiner provided deep insights into their highly reliable revenue mix: - Roughly 60% of revenue comes from recurring software (boasting a multi-year growth rate of 36%). - 40% comes from utilization-based revenue (growing at 25%). - Over 90% of revenue is generated by customers who have been with the platform for more than a year. - Nearly 75% comes from loyal clients with a tenure of over three years. • Flawless "Beat and Raise" Track Record Zeta boasts an impeccable public record: 19 consecutive quarters as a public company, and 19 consecutive times they have beaten consensus expectations and raised guidance. Management explicitly stated that the Palantir agreement dramatically increases their confidence in accelerating their long-term model, placing them well ahead of schedule to hit their published 2028 operational targets early. • The Unfair Competitive Advantage: The Data Cloud Zeta's ultimate moat remains its unmatched Data Cloud. It features 535 million fully consented individual profiles, averaging 5,000 to 7,000 distinct data points per person, anchored by first-party relationships with over 5 million publishers. The overarching goal is to embed so deeply into enterprise architectures that Zeta is viewed as a mission-critical infrastructure necessity rather than a negotiable software expense. Bottom Line: This is an incredibly bullish fundamental update. Zeta is turning into an AI infrastructure powerhouse right before our eyes. Keep an eye out for the upcoming "Zeta Live" event in New York on October 8, where they plan to unveil the next phase of turning Athena into a full business operating system.
·6.7.Zeta webinar in 8 minutes: https://www.youtube.com/watch?v=B_znG9g25xs
Incredible company! What an insane delivery! The question is not if but when the price stands at over 100$- 23.6.🚀🚀🚀 Investing.com -- Zeta Global's stock surged 9.3% in premarket trading after the company announced a deep strategic partnership with Palantir Technologies. The goal is to develop a platform that both companies describe as a unified AI and data infrastructure for enterprise marketing. Under the agreement, Zeta's Data Cloud will be rebuilt on Palantir's Foundry platform. Zeta's AI-powered intelligence layer, Athena, will be positioned at the heart of the combined system to transform managed enterprise data at scale into real-time marketing decisions. The partnership was announced on the opening day of the Cannes Lions International Festival of Creativity, where CEO David A. Steinberg and Elias Davis of Palantir discussed the deal's impact on enterprise marketing in the AI age in a live panel discussion. Palantir co-founder and CEO Alex Karp publicly endorsed the collaboration, stating, "The convergence of containerized architecture and AI in the marketing context will transform this industry." The announcement follows a series of positive developments for Zeta, including the expansion of Athena to agency partners on June 18, 2026, and a previous strategic partnership with OpenAI to further develop the Athena platform. The market environment, however, was challenging: The Nasdaq fell 1.3% and the S&P 500 declined 0.4%, reflecting investor concerns about hyperscalers' AI investment spending. The Dow Jones, on the other hand, rose slightly by 0.3%. Zeta's strong share price increase thus stood in stark contrast to the weakness in the broader technology sector. This underscores that the Palantir deal was the sole driver of today's share price performance and not attributable to macroeconomic tailwinds. In summary, the partnership with Palantir, the company's presence at the Cannes Lions Festival, and Zeta's accelerated AI product roadmap acted as a strong catalyst for a revaluation of the stock. At a price of $20.18—still significantly below its 52-week high of $25.95—investors appeared to view the agreement as a credible step toward closing this valuation gap. This is especially true given the strong analyst consensus with a "Strong Buy" rating and an average 12-month price target, which implies substantial further upside potential from current levels. This translation was generated using artificial intelligence. For more information, please see our Terms of Use.
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2026 Q1 -tulosraportti
77 päivää sitten
‧1 t 4 min
Uutiset
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- 3 päivää sitten🔥 ZETA GLOBAL: The Mega-Pivot to AI Infrastructure & Palantir Update (Part 1) Fresh insights from the recent webcast discussion with CEO David Steinberg and CFO Christopher Greiner. The company is actively breaking out of its traditional marketing technology (MarTech) niche and transforming into a true AI infrastructure and business intelligence powerhouse. Here are the key takeaways regarding strategy and major tech partnerships: • The Strategic Pivot (ZBI) Zeta is massively expanding its total addressable market by entering the U.S. Business Intelligence sector, which is estimated to be worth roughly $35 billion annually. With "Zeta Business Intelligence" (ZBI), the company will bypass stale, historical data analysis and instead leverage its proprietary Data Cloud to deliver real-time predictive forecasting for future business outcomes. • Palantir Integration Just Weeks Away The execution here is moving at lightning speed. CEO Steinberg announced that the first phase of the integration is expected to be completed within 30 to 40 days. All existing Data Cloud clients will seamlessly migrate onto Palantir's Foundry platform. Furthermore, the company expects to launch its first joint enterprise client from Palantir’s side during the current quarter. Long-term, this partnership is budgeted to be highly additive to operating margins. • "Athena" AI Interface is a Massive Gamechanger Athena is now generally available (offering conversational enterprise AI via voice or chat). Clients adopting Athena are experiencing game-changing metrics: an independent Forrester survey measured a broader return on marketing spend at over 600%, while some top-tier early adopters are seeing explosive returns of over 1,400%. Additionally, when clients utilize these automation features, their spend on the Zeta platform surges by 200% to 350%. • OpenAI Partnership Massively Expanded The relationship with OpenAI is deepening across multiple vectors. Beyond providing the voice capabilities for Athena, OpenAI has officially awarded Zeta a "meaningful component" of its own marketing serving business. Internally, Zeta has completely replaced Microsoft Copilot with ChatGPT for all global employees. Crucially, Zeta’s own Data Cloud continues to run on its proprietary models and does not feed any customer data into external large language models.3 päivää sitten📈 ZETA GLOBAL: The Monumental "Gap" Win & Financial Update (Part 2) Here is the second part of the summary from the latest webcast. Beyond the tech infrastructure partnerships, management revealed massive customer win details and highly bullish long-term financial metrics: • The Monumental "Gap" Victory Against Industry Giants Zeta has secured a major contract with retail giant Gap, stepping in as their system of record for CRM and monetization. What makes this a massive statement is that Zeta completely displaced four major direct competitors in the RFP process—including industry heavyweights Salesforce and Braze! CEO Steinberg was 100% confident that the advanced capabilities of "Athena" were the sole reason Gap fast-tracked the multi-year deal. • A Financial Model with Elite Predictability CFO Christopher Greiner provided deep insights into their highly reliable revenue mix: - Roughly 60% of revenue comes from recurring software (boasting a multi-year growth rate of 36%). - 40% comes from utilization-based revenue (growing at 25%). - Over 90% of revenue is generated by customers who have been with the platform for more than a year. - Nearly 75% comes from loyal clients with a tenure of over three years. • Flawless "Beat and Raise" Track Record Zeta boasts an impeccable public record: 19 consecutive quarters as a public company, and 19 consecutive times they have beaten consensus expectations and raised guidance. Management explicitly stated that the Palantir agreement dramatically increases their confidence in accelerating their long-term model, placing them well ahead of schedule to hit their published 2028 operational targets early. • The Unfair Competitive Advantage: The Data Cloud Zeta's ultimate moat remains its unmatched Data Cloud. It features 535 million fully consented individual profiles, averaging 5,000 to 7,000 distinct data points per person, anchored by first-party relationships with over 5 million publishers. The overarching goal is to embed so deeply into enterprise architectures that Zeta is viewed as a mission-critical infrastructure necessity rather than a negotiable software expense. Bottom Line: This is an incredibly bullish fundamental update. Zeta is turning into an AI infrastructure powerhouse right before our eyes. Keep an eye out for the upcoming "Zeta Live" event in New York on October 8, where they plan to unveil the next phase of turning Athena into a full business operating system.
- 9.7.I just posted a video where I very shortly address my ZETA thesis and the investment case: I just posted a video about 7 companies on my watchlist: These 7 Stocks Could Be HUGE youtu.be/HbUKZQXc1Fg I speak about ZETA at 10:25-13:08 Not investment advice, Just my3 päivää sitten📈 ZETA GLOBAL: The Monumental "Gap" Win & Financial Update (Part 2) Here is the second part of the summary from the latest webcast. Beyond the tech infrastructure partnerships, management revealed massive customer win details and highly bullish long-term financial metrics: • The Monumental "Gap" Victory Against Industry Giants Zeta has secured a major contract with retail giant Gap, stepping in as their system of record for CRM and monetization. What makes this a massive statement is that Zeta completely displaced four major direct competitors in the RFP process—including industry heavyweights Salesforce and Braze! CEO Steinberg was 100% confident that the advanced capabilities of "Athena" were the sole reason Gap fast-tracked the multi-year deal. • A Financial Model with Elite Predictability CFO Christopher Greiner provided deep insights into their highly reliable revenue mix: - Roughly 60% of revenue comes from recurring software (boasting a multi-year growth rate of 36%). - 40% comes from utilization-based revenue (growing at 25%). - Over 90% of revenue is generated by customers who have been with the platform for more than a year. - Nearly 75% comes from loyal clients with a tenure of over three years. • Flawless "Beat and Raise" Track Record Zeta boasts an impeccable public record: 19 consecutive quarters as a public company, and 19 consecutive times they have beaten consensus expectations and raised guidance. Management explicitly stated that the Palantir agreement dramatically increases their confidence in accelerating their long-term model, placing them well ahead of schedule to hit their published 2028 operational targets early. • The Unfair Competitive Advantage: The Data Cloud Zeta's ultimate moat remains its unmatched Data Cloud. It features 535 million fully consented individual profiles, averaging 5,000 to 7,000 distinct data points per person, anchored by first-party relationships with over 5 million publishers. The overarching goal is to embed so deeply into enterprise architectures that Zeta is viewed as a mission-critical infrastructure necessity rather than a negotiable software expense. Bottom Line: This is an incredibly bullish fundamental update. Zeta is turning into an AI infrastructure powerhouse right before our eyes. Keep an eye out for the upcoming "Zeta Live" event in New York on October 8, where they plan to unveil the next phase of turning Athena into a full business operating system.
- ·6.7.Zeta webinar in 8 minutes: https://www.youtube.com/watch?v=B_znG9g25xsIncredible company! What an insane delivery! The question is not if but when the price stands at over 100$
- 23.6.🚀🚀🚀 Investing.com -- Zeta Global's stock surged 9.3% in premarket trading after the company announced a deep strategic partnership with Palantir Technologies. The goal is to develop a platform that both companies describe as a unified AI and data infrastructure for enterprise marketing. Under the agreement, Zeta's Data Cloud will be rebuilt on Palantir's Foundry platform. Zeta's AI-powered intelligence layer, Athena, will be positioned at the heart of the combined system to transform managed enterprise data at scale into real-time marketing decisions. The partnership was announced on the opening day of the Cannes Lions International Festival of Creativity, where CEO David A. Steinberg and Elias Davis of Palantir discussed the deal's impact on enterprise marketing in the AI age in a live panel discussion. Palantir co-founder and CEO Alex Karp publicly endorsed the collaboration, stating, "The convergence of containerized architecture and AI in the marketing context will transform this industry." The announcement follows a series of positive developments for Zeta, including the expansion of Athena to agency partners on June 18, 2026, and a previous strategic partnership with OpenAI to further develop the Athena platform. The market environment, however, was challenging: The Nasdaq fell 1.3% and the S&P 500 declined 0.4%, reflecting investor concerns about hyperscalers' AI investment spending. The Dow Jones, on the other hand, rose slightly by 0.3%. Zeta's strong share price increase thus stood in stark contrast to the weakness in the broader technology sector. This underscores that the Palantir deal was the sole driver of today's share price performance and not attributable to macroeconomic tailwinds. In summary, the partnership with Palantir, the company's presence at the Cannes Lions Festival, and Zeta's accelerated AI product roadmap acted as a strong catalyst for a revaluation of the stock. At a price of $20.18—still significantly below its 52-week high of $25.95—investors appeared to view the agreement as a credible step toward closing this valuation gap. This is especially true given the strong analyst consensus with a "Strong Buy" rating and an average 12-month price target, which implies substantial further upside potential from current levels. This translation was generated using artificial intelligence. For more information, please see our Terms of Use.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 | ||
2025 Q1 -tulosraportti 1.5.2025 |
2026 Q1 -tulosraportti
77 päivää sitten
‧1 t 4 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 | ||
2025 Q1 -tulosraportti 1.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 3 päivää sitten🔥 ZETA GLOBAL: The Mega-Pivot to AI Infrastructure & Palantir Update (Part 1) Fresh insights from the recent webcast discussion with CEO David Steinberg and CFO Christopher Greiner. The company is actively breaking out of its traditional marketing technology (MarTech) niche and transforming into a true AI infrastructure and business intelligence powerhouse. Here are the key takeaways regarding strategy and major tech partnerships: • The Strategic Pivot (ZBI) Zeta is massively expanding its total addressable market by entering the U.S. Business Intelligence sector, which is estimated to be worth roughly $35 billion annually. With "Zeta Business Intelligence" (ZBI), the company will bypass stale, historical data analysis and instead leverage its proprietary Data Cloud to deliver real-time predictive forecasting for future business outcomes. • Palantir Integration Just Weeks Away The execution here is moving at lightning speed. CEO Steinberg announced that the first phase of the integration is expected to be completed within 30 to 40 days. All existing Data Cloud clients will seamlessly migrate onto Palantir's Foundry platform. Furthermore, the company expects to launch its first joint enterprise client from Palantir’s side during the current quarter. Long-term, this partnership is budgeted to be highly additive to operating margins. • "Athena" AI Interface is a Massive Gamechanger Athena is now generally available (offering conversational enterprise AI via voice or chat). Clients adopting Athena are experiencing game-changing metrics: an independent Forrester survey measured a broader return on marketing spend at over 600%, while some top-tier early adopters are seeing explosive returns of over 1,400%. Additionally, when clients utilize these automation features, their spend on the Zeta platform surges by 200% to 350%. • OpenAI Partnership Massively Expanded The relationship with OpenAI is deepening across multiple vectors. Beyond providing the voice capabilities for Athena, OpenAI has officially awarded Zeta a "meaningful component" of its own marketing serving business. Internally, Zeta has completely replaced Microsoft Copilot with ChatGPT for all global employees. Crucially, Zeta’s own Data Cloud continues to run on its proprietary models and does not feed any customer data into external large language models.3 päivää sitten📈 ZETA GLOBAL: The Monumental "Gap" Win & Financial Update (Part 2) Here is the second part of the summary from the latest webcast. Beyond the tech infrastructure partnerships, management revealed massive customer win details and highly bullish long-term financial metrics: • The Monumental "Gap" Victory Against Industry Giants Zeta has secured a major contract with retail giant Gap, stepping in as their system of record for CRM and monetization. What makes this a massive statement is that Zeta completely displaced four major direct competitors in the RFP process—including industry heavyweights Salesforce and Braze! CEO Steinberg was 100% confident that the advanced capabilities of "Athena" were the sole reason Gap fast-tracked the multi-year deal. • A Financial Model with Elite Predictability CFO Christopher Greiner provided deep insights into their highly reliable revenue mix: - Roughly 60% of revenue comes from recurring software (boasting a multi-year growth rate of 36%). - 40% comes from utilization-based revenue (growing at 25%). - Over 90% of revenue is generated by customers who have been with the platform for more than a year. - Nearly 75% comes from loyal clients with a tenure of over three years. • Flawless "Beat and Raise" Track Record Zeta boasts an impeccable public record: 19 consecutive quarters as a public company, and 19 consecutive times they have beaten consensus expectations and raised guidance. Management explicitly stated that the Palantir agreement dramatically increases their confidence in accelerating their long-term model, placing them well ahead of schedule to hit their published 2028 operational targets early. • The Unfair Competitive Advantage: The Data Cloud Zeta's ultimate moat remains its unmatched Data Cloud. It features 535 million fully consented individual profiles, averaging 5,000 to 7,000 distinct data points per person, anchored by first-party relationships with over 5 million publishers. The overarching goal is to embed so deeply into enterprise architectures that Zeta is viewed as a mission-critical infrastructure necessity rather than a negotiable software expense. Bottom Line: This is an incredibly bullish fundamental update. Zeta is turning into an AI infrastructure powerhouse right before our eyes. Keep an eye out for the upcoming "Zeta Live" event in New York on October 8, where they plan to unveil the next phase of turning Athena into a full business operating system.
- 9.7.I just posted a video where I very shortly address my ZETA thesis and the investment case: I just posted a video about 7 companies on my watchlist: These 7 Stocks Could Be HUGE youtu.be/HbUKZQXc1Fg I speak about ZETA at 10:25-13:08 Not investment advice, Just my3 päivää sitten📈 ZETA GLOBAL: The Monumental "Gap" Win & Financial Update (Part 2) Here is the second part of the summary from the latest webcast. Beyond the tech infrastructure partnerships, management revealed massive customer win details and highly bullish long-term financial metrics: • The Monumental "Gap" Victory Against Industry Giants Zeta has secured a major contract with retail giant Gap, stepping in as their system of record for CRM and monetization. What makes this a massive statement is that Zeta completely displaced four major direct competitors in the RFP process—including industry heavyweights Salesforce and Braze! CEO Steinberg was 100% confident that the advanced capabilities of "Athena" were the sole reason Gap fast-tracked the multi-year deal. • A Financial Model with Elite Predictability CFO Christopher Greiner provided deep insights into their highly reliable revenue mix: - Roughly 60% of revenue comes from recurring software (boasting a multi-year growth rate of 36%). - 40% comes from utilization-based revenue (growing at 25%). - Over 90% of revenue is generated by customers who have been with the platform for more than a year. - Nearly 75% comes from loyal clients with a tenure of over three years. • Flawless "Beat and Raise" Track Record Zeta boasts an impeccable public record: 19 consecutive quarters as a public company, and 19 consecutive times they have beaten consensus expectations and raised guidance. Management explicitly stated that the Palantir agreement dramatically increases their confidence in accelerating their long-term model, placing them well ahead of schedule to hit their published 2028 operational targets early. • The Unfair Competitive Advantage: The Data Cloud Zeta's ultimate moat remains its unmatched Data Cloud. It features 535 million fully consented individual profiles, averaging 5,000 to 7,000 distinct data points per person, anchored by first-party relationships with over 5 million publishers. The overarching goal is to embed so deeply into enterprise architectures that Zeta is viewed as a mission-critical infrastructure necessity rather than a negotiable software expense. Bottom Line: This is an incredibly bullish fundamental update. Zeta is turning into an AI infrastructure powerhouse right before our eyes. Keep an eye out for the upcoming "Zeta Live" event in New York on October 8, where they plan to unveil the next phase of turning Athena into a full business operating system.
- ·6.7.Zeta webinar in 8 minutes: https://www.youtube.com/watch?v=B_znG9g25xsIncredible company! What an insane delivery! The question is not if but when the price stands at over 100$
- 23.6.🚀🚀🚀 Investing.com -- Zeta Global's stock surged 9.3% in premarket trading after the company announced a deep strategic partnership with Palantir Technologies. The goal is to develop a platform that both companies describe as a unified AI and data infrastructure for enterprise marketing. Under the agreement, Zeta's Data Cloud will be rebuilt on Palantir's Foundry platform. Zeta's AI-powered intelligence layer, Athena, will be positioned at the heart of the combined system to transform managed enterprise data at scale into real-time marketing decisions. The partnership was announced on the opening day of the Cannes Lions International Festival of Creativity, where CEO David A. Steinberg and Elias Davis of Palantir discussed the deal's impact on enterprise marketing in the AI age in a live panel discussion. Palantir co-founder and CEO Alex Karp publicly endorsed the collaboration, stating, "The convergence of containerized architecture and AI in the marketing context will transform this industry." The announcement follows a series of positive developments for Zeta, including the expansion of Athena to agency partners on June 18, 2026, and a previous strategic partnership with OpenAI to further develop the Athena platform. The market environment, however, was challenging: The Nasdaq fell 1.3% and the S&P 500 declined 0.4%, reflecting investor concerns about hyperscalers' AI investment spending. The Dow Jones, on the other hand, rose slightly by 0.3%. Zeta's strong share price increase thus stood in stark contrast to the weakness in the broader technology sector. This underscores that the Palantir deal was the sole driver of today's share price performance and not attributable to macroeconomic tailwinds. In summary, the partnership with Palantir, the company's presence at the Cannes Lions Festival, and Zeta's accelerated AI product roadmap acted as a strong catalyst for a revaluation of the stock. At a price of $20.18—still significantly below its 52-week high of $25.95—investors appeared to view the agreement as a credible step toward closing this valuation gap. This is especially true given the strong analyst consensus with a "Strong Buy" rating and an average 12-month price target, which implies substantial further upside potential from current levels. This translation was generated using artificial intelligence. For more information, please see our Terms of Use.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt