Zeta Global Holdings Corp. (ZETA) Earnings Call Transcripts

Zeta Global Holdings Corp.'s Latest Earnings Call - June 23, 2026

In Q2 FY2026, Zeta Global Holdings Corp. announced a significant strategic pivot by integrating its platform with Palantir, marking a transition from a marketing technology company to an AI infrastructure company. This partnership is expected to enhance data processing speed and efficiency, potentially driving higher returns on marketing spend. Revenue guidance remains unchanged, but management anticipates long-term growth acceleration. The company reported a 30% YoY increase in revenue and a 50% YoY increase in EBITDA, maintaining its trajectory of strong financial performance.

Reported metrics

Guidance from management

Management maintained guidance for the current fiscal year, with expectations for the Palantir partnership to contribute to revenue growth and cost efficiencies in the following years.

What management said

Yes. Our -- as you said, our pipeline is up, and that's our model, frankly. We have quarters where it's up 30%, 40%, 50%, 60%. This was indicative of what we've been seeing. We'll often get the question from investors, how is the market reacting to a tougher macro or choppier macro times. When we look at our sales pipeline and specifically the industries that are closest to consumer discretionary wallet, they are our...

Yes. No, and they become far more data-driven. What we've also found while the longer-term benefit of Athena is higher ARPU or higher usage, which then translate to revenue. What we're seeing at the top of the funnel, Ron is better conversion. So it is an accelerant to the sales process. As David mentioned, with the Gap, but with many other enterprises, putting Athena as a demo at the very first step of the sales pro...

What analysts pressed on

Analysts questioned the specifics of the Palantir partnership, particularly regarding cost implications and revenue sharing. Concerns were also raised about the scalability and monetization of Athena, as well as the potential impact on gross margins.

Main topics on the call

• Partnership with Palantir — Zeta announced a 7-year joint go-to-market strategy with Palantir, integrating its data cloud with Palantir's Foundry platform. This is expected to 'massively speed up' data processing and enhance algorithm training, pos...
• Athena Platform Expansion — Athena, Zeta's voice-enabled super agent, has been integrated with Palantir's Foundry, enhancing its speed and capabilities. Management highlighted that Athena users are seeing 'meaningfully higher than a 600% return on ...
• Revenue and Growth Targets — Zeta aims to reach $2.3 billion in revenue by 2028, with the Palantir partnership expected to contribute at least $100 million annually. The company has achieved over 30% compounded organic top-line growth and over 50% E...
• Cost Management and Efficiency — The integration with Palantir is expected to be neutral to Zeta's expenses this year and is anticipated to lower operating expenses starting next year. This aligns with Zeta's strategy to reduce costs while enhancing cap...

Read the full Zeta Global Holdings Corp. transcript (June 23, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 35 Zeta Global Holdings Corp. earnings call transcripts on record, spanning August 10, 2021 to September 9, 2026. Based on this history, Zeta Global Holdings Corp. reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ZETA

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Software

Calls on record

35

First call

August 10, 2021

Most recent

September 9, 2026

Reporting cadence

quarterly