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Zeta Global Holdings Corp. (ZETA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seeking Alpha
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Zeta Global reported Q4 2026 earnings with EPS of $0.37 (beating estimates by $0.14) and revenue of $394.64M (25.4% YoY growth), surpassing forecasts by $15.39M. CEO David Steinberg and CFO Christopher Greiner presented at the March 2026 Morgan Stanley TMT Conference, highlighting Zeta’s differentiated marketing and advertising technology platform. The company targets enterprise customers with a unified data-driven approach, combining AI, identity resolution, and omnichannel execution to outperform legacy MarTech competitors. Steinberg emphasized Zeta’s ability to bridge marketing and advertising through proprietary data infrastructure, enabling real-time personalization at scale. Analyst Katie Keyser of Morgan Stanley moderated the session, probing Zeta’s business model and competitive advantages in a crowded digital marketing landscape.
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SA Transcripts158.76K FollowersFollow5ShareSaveComment(1)Q4: 2026-02-24 Earnings SummaryPlay CallPlay CallTranscriptSlidesPR10-KEPS of $0.37 beats by $0.14 | Revenue of $394.64M (25.41% Y/Y) beats by $15.39M Zeta Global Holdings Corp. (ZETA) Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 5:35 PM EST Company Participants Christopher Greiner - Chief Financial OfficerDavid Steinberg - Co-Founder, Chairman of the Board & CEO Conference Call Participants Kathleen Alexis Keyser - Morgan Stanley, Research Division Presentation Kathleen Alexis KeyserMorgan Stanley, Research Division Awesome. All right. Thanks, everyone, for joining us at Day 1 of the Morgan Stanley TMT Conference. My name is Katie Keyser. I'm on the software research team here at Morgan Stanley. Super excited to be joined by the Zeta Global team, David Steinberg, CEO; Chris Greiner, CFO. Hey, guys, great to see you. Christopher GreinerChief Financial Officer Thank you. David SteinbergCo-Founder, Chairman of the Board & CEO Great to see you, Katie. Thank you for having us.

Kathleen Alexis KeyserMorgan Stanley, Research Division Thanks for being here. David SteinbergCo-Founder, Chairman of the Board & CEO Yes. It's great to be here.

Kathleen Alexis KeyserMorgan Stanley, Research Division Awesome. A quick disclosure statement before we get started. For important disclosures, please see the Morgan Stanley research disclosure website, morganstanley.com/researchdisclosures. Awesome. So with that, thanks, guys, for being here. Great to see you. David SteinbergCo-Founder, Chairman of the Board & CEO Great to see you. Question-and-Answer Session Kathleen Alexis KeyserMorgan Stanley, Research Division Maybe for investors that are newer to the Zeta story, just provide a quick overview of the business, relatively complex. So maybe talk to who the end customer is. What about the Zeta portfolio lets you kind of uniquely straddle both marketing and advertising? And maybe just why the business model is differentiated relative to some of the legacy MarTech players that we all know. David SteinbergCo-Founder, Chairman of the Board & CEO And we only have 34 minutes.

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