Zeta Global Holdings Corp. (NYSE: ZETA)

Zeta Global Holdings Corp. operates as a leading AI-powered omnichannel data-driven cloud platform, providing enterprises with consumer intelligence and marketing automation software. The company empowers its customers to target, connect, and engage consumers through personalized marketing across various addressable channels, including email, social media, web, chat, Connected TV (CTV), and video. Zeta's Generative AI (GenAI)-driven marketing solutions enable brands to personalize experiences at scale, measure impact with precision, and optimize marketing spend to increase return on investment (ROI).

Zeta generates revenue through its Zeta Marketing Platform (ZMP), an AI-powered marketing platform with identity data at its core. The platform processes billions of structured and unstructured data signals to predict consumer intent, optimize messaging, and drive personalized messaging across all channels. The ZMP enables brands to connect with consumers through native integration of marketing channels and API integration with third parties. Key products include Zeta Messaging, an Email Service Provider (ESP) offering end-to-end AI-powered omnichannel messaging capabilities; Zeta CDP+, a data management system that delivers a single, actionable view of customers and prospects; and Zeta DSP, which helps customers maximize the power of paid media to engage the right audiences with precision and efficiency. Additionally, the Zeta Answers intelligence suite synthesizes trillions of behavioral signals into intent-based scores tied to a unique individual, providing actionable insights for marketing programs.

• Zeta Messaging: This ESP offering provides end-to-end AI-powered omnichannel messaging capabilities, delivering rich, individualized experiences that drive engagement through email, mobile, social, and other digital channels. It leverages access to intelligence tools to expand knowledge of customers with past purchase behavior, channel preferences, real-time interests, and predictive intent. The built-in AI selects audiences, automates campaigns, and optimizes content and recommendations dynamically. As part of the ZMP, Zeta Messaging offers integrated data management, enterprise-scale delivery, and sophisticated omnichannel orchestration. Customers benefit from an account team committed to their success, backed by experts in strategy, content creation, data, and analytics.

• Zeta CDP+: This data management system serves as the system of record for all consumer information, delivering a single, actionable view of customers and prospects. It includes real-time identifiers and signals, as well as other key attributes. Customers can consolidate multiple databases and internal and external data feeds, organizing their data based on unique needs and performance metrics. Leveraging AI-driven identity resolution, Zeta CDP+ enables better recognition and engagement of anonymous website visitors, activating individualized experiences across multiple channels. It maintains extensive technical flexibility, adapting to custom data schemas with limited or no pre-configuration required. If necessary, deeper data integration between Zeta CDP+ and a customer's unique marketing infrastructure can be engineered.

• Zeta DSP: This Demand-Side Platform helps customers maximize the power of paid media to engage the right audiences with precision and efficiency. It delivers highly personalized, targeted experiences via desktop, inbox, mobile, CTV, and social, among other addressable channels. Operating on one of the industry's most durable and persistent identity graphs, anchored by people-based identifiers with minimal reliance on third-party cookies, Zeta DSP provides enhanced AI-driven attribution and real-time media optimization. It reduces data loss across channels while intelligently adjusting media spend for better ROI. Through a single-platform approach, Zeta integrates paid media and multichannel campaigns to deliver true cross-channel marketing across desktop, mobile, display and video, CTV, search, email, and web, among other channels. Proprietary data provides customers with rich, real-time insights to drive campaign performance.

• Zeta Answers: This intelligence suite synthesizes trillions of behavioral signals into intent-based scores tied to a unique individual. It enhances audience insights, improving targeting precision and measurement across channels. Based on proprietary data and uniquely modeled intender scores, Zeta Answers presents immediate and actionable opportunities within the ZMP that customers can leverage to drive growth. A closed-loop cycle from insight to activation enables the AI engine to quickly learn from available data, identify the most impactful signals, and continuously refine customer outcomes. The suite is seamlessly integrated into the fabric of the ZMP and is accessible through product modules, providing market intelligence, customer intelligence, prospect intelligence, competitor intelligence, and location intelligence.

Zeta holds a strong position within the marketing automation sector, recognized for its ability to automate complex marketing workflows. The ZMP has been acknowledged as an industry leader, receiving high scores in various criteria such as vision, roadmap, AI, organizational improvement, and privacy. The company's competitive advantages include AI-powered workflows and automation that optimize engagement and efficiency, deterministic identity resolution enhanced through first-party data assets, intuitiveness and ease of use, a comprehensive feature set, rapid deployment, flexibility and scalability, seamless integration with a customer's existing technologies, and favorable customer ROI and total cost of ownership. Zeta competes in a highly fragmented market where most competitors focus on specific use cases, end markets, and types of data sets and point solutions.

Zeta serves some of the largest and most well-known enterprises across various industry verticals, including consumer and retail, travel and hospitality, insurance, telecommunications, and financial services. The company's customer base is diverse, with a significant portion of revenue derived from super-scaled customers, defined as those generating trailing-12-month revenue of at least $1,000,000. As of December 31, 2025, Zeta had 2,651 total customers, 602 scaled customers, and 184 super-scaled customers, indicating a strong focus on high-value clients. The company's ability to cater to a wide range of industries underscores its versatility and broad appeal in the marketing automation space.