惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

小众软件
小众软件
C
Check Point Blog
Vercel News
Vercel News
Y
Y Combinator Blog
G
Google Developers Blog
P
Proofpoint News Feed
WordPress大学
WordPress大学
MongoDB | Blog
MongoDB | Blog
博客园 - 司徒正美
Last Week in AI
Last Week in AI
博客园 - 【当耐特】
N
Netflix TechBlog - Medium
L
LangChain Blog
V
V2EX
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
大猫的无限游戏
大猫的无限游戏
D
DataBreaches.Net
博客园_首页
B
Blog RSS Feed
The Cloudflare Blog
MyScale Blog
MyScale Blog
freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More
Microsoft Security Blog
Microsoft Security Blog

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
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