Group 1 - Megacap tech stocks are facing a changing outlook in the AI space, leading investors to consider smaller companies that require less revenue growth to see significant returns [1] - Smaller companies, such as Zeta Global Holdings, present opportunities for substantial returns due to their lower market capitalizations compared to giants like Nvidia [2] - Zeta operates an AI-powered marketing platform that enhances customer acquisition and retention through real-time ad campaign optimization and AI agents for customer support [4] Group 2 - Zeta has achieved 17 consecutive quarters of revenue growth, with a 26% year-over-year increase in Q3, and management forecasts a 21% increase in revenue for 2026 compared to 2025 [5] - Zeta is growing faster than competitors like Salesforce and HubSpot due to its focus on customer data platforms, while those competitors emphasize customer relationship management [6] - The company has a strong recurring revenue model, adding 12 "super scaled customers" in the last quarter, bringing the total to 180, which supports its sales growth over time [7]

Core Viewpoint - The search for the next major AI investment opportunity is focused on identifying stocks that could replicate the success of established companies like Nvidia and Microsoft, with a particular emphasis on mid-cap stocks that may offer significant growth potential [1] Company Overview - Zeta Global (NYSE: ZETA) has a market capitalization of $5.5 billion and a share price of $22.29, having gained 20% over the past month, yet it remains nearly 25% below analysts' median price target [2][5] - The company’s primary product, the Zeta Marketing Platform, utilizes AI to enhance customer data management, enabling marketers to acquire, grow, and retain customers more effectively [3] Growth Potential - Zeta Global has over 450 scaled enterprise clients, each contributing at least $100,000 in sales over the past year, indicating a solid customer base and business model [3] - The company recently raised its guidance for 2025 and 2026, suggesting confidence in its future performance [3] - During the Black Friday shopping weekend, Zeta's AI shopping agents significantly increased platform volume by 153%, showcasing the effectiveness of its AI solutions [4]

Summary of Zeta Global FY Conference Call Company Overview - **Company**: Zeta Global (NYSE: ZETA) - **Industry**: Marketing Cloud and Data Solutions - **Primary Customers**: Chief Marketing Officers of large global brands across 13 industry verticals [4][5] Core Business Differentiators - **Proprietary Data Set**: Zeta has access to data from over 245 million U.S. adults, allowing for targeted marketing based on interest and intent [5] - **Omnichannel Marketing**: Zeta supports various marketing channels including mobile, email, programmatic advertising, and direct mail [6] - **Comprehensive Use Cases**: Unlike competitors, Zeta addresses customer retention, growth, and acquisition, providing a holistic marketing solution [6][7] Identity Graph and Data Utilization - **Identity Graph**: Zeta's proprietary authenticated identity graph enriches profiles with over 5,000 attributes, enabling precise targeting and measurement [10] - **AI Integration**: The company emphasizes the use of AI for enhancing marketing efficiency, with tools like Athena that streamline audience targeting and campaign execution [12][13] Product Innovations - **Athena**: A super intelligent agent designed to optimize marketing workflows, significantly reducing the time required for media planning and audience creation [13][14] - **Customer Testimonials**: Early adopters like TKO (UFC and WWE) have reported substantial reductions in manual planning time due to Athena [19][28] Recent Acquisitions - **LiveIntent**: This acquisition enhances Zeta's Publisher Cloud, allowing for targeted advertising in digital newsletters, improving ROI for brands [32][33] - **Marigold**: Acquiring Marigold, a competitor, allows Zeta to expand its offerings in loyalty programs and cross-sell to Marigold's existing customer base [36][37] Financial Guidance and Performance - **Revenue Guidance**: Zeta expects at least $190 million in revenue from Marigold in fiscal 2026, with a conservative outlook due to prior customer attrition [39][41] - **Organic Growth**: The company aims for a 20% organic growth rate, leveraging data insights to drive customer acquisition and retention [46][52] Strategic Partnerships - **OpenAI Partnership**: Zeta is embedding OpenAI's conversational tools into its platform, marking the beginning of a strategic collaboration aimed at enhancing enterprise capabilities [26][74] Market Position and Future Outlook - **Market Share**: Zeta currently captures about 1.5% of the $100 billion annual marketing spend, indicating significant growth potential [53] - **Profitability**: The company maintains a strong profitability profile with a focus on resource allocation to drive both growth and margin expansion [68][71] Key Takeaways - Zeta Global is positioned as a leader in the marketing cloud space, leveraging proprietary data and AI to provide comprehensive marketing solutions - Recent acquisitions and partnerships are expected to enhance Zeta's capabilities and market reach - The company is focused on achieving sustainable growth while maintaining profitability, with a clear strategy for expanding its customer base and service offerings

分组1 - DLocal has successfully turned around after a volatile IPO period, with stock stabilization and strong operational performance [1] - The company reported impressive revenue growth driven by increased merchant adoption and transaction volumes, exceeding sales and earnings estimates in Q3 [1][2] - Earnings are projected to grow by over 21% this year, indicating robust financial health [1] 分组2 - DLocal is recognized as a compelling fintech growth story in emerging markets, facilitating local payment methods for global merchants across Latin America, Africa, and Asia [2] - The stock trades at a forward P/E of 16.6, which is a notable discount compared to many fintech peers, despite faster top-line growth [6] - Analysts have a consensus price target implying nearly 14% upside potential from its previous close, reflecting positive market sentiment [6] 分组3 - The stock has maintained key support levels near $12, suggesting accumulation rather than distribution, which is a positive technical indicator [7] - DLocal could benefit from broader themes such as dollar weakness and global diversification flows, enhancing its market position this year [7]

Group 1: Zeta Global Holdings - Zeta Global Holdings (ZETA) shares increased by 9.8% to $23.8, with a notable trading volume, following a 13% gain over the past four weeks [1] - The stock's rise is attributed to a strategic partnership with OpenAI to enhance its Athena marketing platform with advanced AI models, which strengthens its growth narrative and competitive positioning [1] - The consensus EPS estimate for Zeta's upcoming quarterly earnings is $0.24, reflecting a year-over-year increase of 20%, while revenues are projected to be $380.45 million, up 20.9% from the previous year [2] Group 2: Earnings and Stock Performance - The consensus EPS estimate for Zeta has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - Zeta currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [3] - The stock is part of the Zacks Technology Services industry, which includes Gen Digital (GEN), another company in the same sector that closed 0.3% higher at $26.21, but has returned -2.6% over the past month [3]

Core Insights - Over the past year, AI has significantly impacted various sectors, likened to the "King Midas touch," where anything associated with AI tends to succeed [1] Company Insights - Zeta Global (ZETA) is highlighted as a marketing intelligence platform that has benefited from the AI trend [1] Industry Insights - The article emphasizes the importance of experience in technology and marketing, noting that individuals with backgrounds in Wall Street and Silicon Valley are shaping the current industry landscape [1]

Core Insights - Zeta Global Holdings Corp. has announced a strategic partnership with OpenAI to enhance its enterprise marketing agent, Athena, amid strong demand from brands [1][5] - The collaboration aims to integrate OpenAI's conversational intelligence into Athena, streamlining complex marketing tasks for users [1][3] Group 1: Partnership Details - The partnership was revealed at CES 2026 in Las Vegas, highlighting the need for intelligence that transforms questions into actionable insights for enterprise teams [2] - Athena is designed to adapt to individual user goals and styles, converting queries into actionable insights across various campaigns and data workflows [2][3] Group 2: Product Features - Athena includes two agentic applications, Insights and Advisor, which are currently in beta testing for early access customers [2] - The Insights app provides marketers with immediate access to trends, audience opportunities, and dashboards with ready-to-use data [3][4] - The Advisor app reviews campaigns continuously and can recommend or automate actions to achieve business objectives such as revenue and retention [4] Group 3: Market Response and Future Plans - Zeta plans to make Athena available to all customers by the end of Q1 2026, driven by strong interest from leading brands and agencies [5] - Following the announcement, Zeta Global Holdings shares increased by 4.80%, reaching $22.71 [5]

Core Insights - Zeta Global (ZETA.US) shares rose over 8% to $23.41 following the announcement of a strategic partnership with OpenAI on January 5 [1] - The collaboration aims to enhance Zeta's flagship product, Athena, by integrating advanced conversational intelligence and agent capabilities [1] - Athena is designed as a super-intelligent agent system specifically for large enterprise marketing teams, facilitating a significant upgrade in marketing operations from "insight" to "action" [1] Company Developments - Zeta Global's co-founder, chairman, and CEO, David A. Steinberg, emphasized the milestone nature of the partnership with OpenAI, marking a pivotal moment in the company's history [1] - The integration of AI is shifting from the periphery of marketing to the core of enterprise operations, with Athena exemplifying this transformation [1] - The partnership is expected to enable a new operational model that is scalable and promotes growth, helping brands optimize spending and seize opportunities at critical junctures [1]

Core Viewpoint - Zeta Global has announced a strategic partnership with OpenAI to enhance its flagship product, Athena by Zeta, with advanced conversational intelligence and agent capabilities, marking a significant milestone in the company's development [1] Group 1: Partnership and Product Development - The partnership with OpenAI aims to elevate the Athena system, designed for large enterprise marketing teams, by leveraging the latest advancements in OpenAI's models [1] - Athena is positioned as an intelligent operating system that drives growth, enabling marketing teams to listen to needs, analyze issues, and take action [1] Group 2: Market Impact and Strategic Importance - David A. Steinberg, co-founder and CEO of Zeta Global, emphasized that this collaboration signifies a shift of artificial intelligence from the periphery of marketing to the core of enterprise operations [1] - The integration of OpenAI's capabilities into Athena is expected to facilitate the scaling and promotion of a new work model, helping brands accelerate growth and optimize spending [1]

Core Insights - Zeta Global Holdings plans to enhance its AI agent, Athena, by utilizing OpenAI's models [1] Company Summary - Zeta Global Holdings is focusing on integrating advanced AI capabilities into its offerings through the partnership with OpenAI [1]