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Zeta Global Holdings Corp. (ZETA) Discusses Strategic Par...
SA Transcripts · 2026-06-24 · via All Articles on Seeking Alpha

Zeta Global Holdings Corp. (ZETA) Discusses Strategic Partnership With Palantir and Pivot to AI Infrastructure June 23, 2026 9:15 AM EDT

Company Participants

David Steinberg - Co-Founder, Chairman of the Board & CEO
Christopher Greiner - Chief Financial Officer
Winnie Shen

Conference Call Participants

Ronald Josey - Citigroup Inc., Research Division
Athena

Presentation

Ronald Josey
Citigroup Inc., Research Division

Are we ready to go?

David Steinberg
Co-Founder, Chairman of the Board & CEO

Yes.

Ronald Josey
Citigroup Inc., Research Division

Yes, we're live. Okay. So David, Chris, thanks you for joining us. I'm Ron Josey, covering the Internet sector here at Citi. And look, I had a ton of questions prepared for this, and there's late-breaking news for -- really for company. So David, why don't you take the stage and tell us what was announced?

David Steinberg
Co-Founder, Chairman of the Board & CEO

This morning at 7:00 a.m., we announced we're fully integrating our platform with Palantir, and we're signing -- we signed a 7-year joint go-to-market strategy where we will be marketing to the vast majority of their customers. Putting our data cloud on top of Foundry is going to speed it up dramatically as it relates to data ingestation from our existing and new clients, and it's going to allow our algorithms to train even faster. We've built a joint forward deploy engineering team where we have one, they have one. And as we go to market, this is really one of the biggest pivots we've ever made as we move the company from what is a marketing technology company to what is really an AI infrastructure company.

If you think of our business, for those of you who don't know, we are a very large marketing -- I shouldn't say very large to this group. But as it relates to marketing platforms, we