Zeta Global Holdings Corp. (NYSE: ZETA)

Zeta Global Holdings Corp., with the ticker symbol ZETA, operates in the marketing automation software industry. The company is renowned for its Zeta Marketing Platform (ZMP), which stands as the largest omnichannel marketing platform built on identity data. This platform has the capability to analyze billions of structured and unstructured data points to predict consumer intent. It leverages sophisticated machine learning algorithms and the industry's most extensive opted-in data set for omnichannel marketing.

Zeta Global Holdings Corp. structures its platform around four key pillars: an opted-in data set, a patented AI engine, omnichannel engagement, and performance optimization. The opted-in data set integrates Zeta's private proprietary data, publicly available data, and data from its partner ecosystem. The patented AI engine applies AI technologies, such as machine learning, natural language processing, and generative AI, to analyze this data. The omnichannel engagement pillar offers integrated access to a wide range of omnichannel inventory, data sources, third-party services, and platforms. The performance optimization pillar provides real-time results to customers through a graphical dashboard and offers improvement recommendations through the same interface.

The company's platform comprises three core products: Consumer Data Platform (CDP), Email Service Provider (ESP), and Data Management Platform (DSP). The CDP offers a single, actionable view of customers and prospects, while the ESP provides end-to-end omnichannel messaging capabilities. The DSP delivers highly personalized, targeted experiences via various channels, including desktop, mobile, CTV, and social media.

Zeta Global Holdings Corp. competes in a highly competitive market, facing intense competition from various marketing automation platforms, data management platforms, and email service providers. However, the company's comprehensive platform, competitive pricing, and strong customer relationships provide it with a competitive edge. Zeta's competitive strengths include its omnichannel engagement capabilities, actionable insights, and recognized leadership in marketing automation. Its platform is designed to offer high levels of reliability, data integrity, performance, and security. The company's competitive advantages include its intuitiveness, comprehensive feature set, present workflows, rapid deployment, flexibility, scalability, seamless integration, and favorable customer ROI and total cost of ownership.

Zeta's customers are some of the largest and most well-known enterprises across various industry verticals, including consumer and retail, telecommunications, financial services, business services, and insurance. As of December 31, 2023, the company had 1,242 total customers, 1,155 scaled customers, and 452 super-scaled customers.

In terms of growth strategies, Zeta plans to further penetrate its existing customer base, acquire new scaled customers, continue to innovate and develop new products, strengthen its partnership ecosystem, and expand into international markets. The company believes that its ability to enhance and better integrate its existing products, introduce new products on a timely and cost-effective basis, meet changing customer needs, and provide best-in-class data security will enable it to maintain its competitive position and continue to grow its business.

The company's core products include the Consumer Data Platform (CDP), the Email Service Provider (ESP), and the Data Management Platform (DSP). The CDP provides a single, actionable view of customers and prospects, while the ESP offers end-to-end omnichannel messaging capabilities. The DSP delivers highly personalized, targeted experiences via various channels, including desktop, mobile, CTV, and social media. These products are designed to help businesses understand customer behavior, preferences, and interests, build strong customer relationships, increase customer loyalty, and drive revenue growth. They are built on Zeta's patented AI engine, which analyzes vast amounts of data to provide actionable insights and recommendations.