Zeta Global Holdings Corp

Zeta Global reported second-quarter revenue of $442.8 million, beating analyst estimates of $420.7 million and representing 43.5% year-on-year growth. Adjusted EPS came in at $0.27 versus expectations of $0.19, while adjusted EBITDA reached $91.7 million, above the $86.44 million consensus. The company raised its full-year revenue guidance to $1.82 billion at the midpoint from $1.79 billion, and its EBITDA guidance to $405.2 million, above analyst estimates of $397.4 million. Management attributed the strong performance to accelerated adoption of its AI-powered Athena platform and partnerships with OpenAI, Palantir, and Snowflake. During the earnings call, analysts questioned executives about multi-use case adoption, partnership-driven go-to-market success, productization of ZBI use cases, expansion into business intelligence, and the impact of Palantir Foundry infrastructure on Athena users.

Zeta Global Holdings has refreshed its leadership team with two senior appointments. The company named Leah Pope as Chief Marketing Officer, drawing on her experience at Salesforce and Adobe, and promoted Candace Dean to Chief Communications Officer, expanding her oversight of corporate and stakeholder messaging. The moves aim to strengthen brand, market positioning, and communication as the company continues to emphasize its AI-powered, first-party data platform.

Zeta Global reported second-quarter revenue of $443 million, up 44% year over year, and raised its full-year outlook across revenue, profit, and cash flow. Adjusted EBITDA rose 56% to $92 million, and the company returned to GAAP profitability with net income of $8.2 million. Full-year revenue guidance was increased by $33 million at the midpoint to $1.818 billion, while adjusted EBITDA guidance was raised to $405 million and free-cash-flow guidance to $255 million. The company highlighted accelerating AI adoption, with 40% of super-scaled customers becoming monthly active users of its Athena conversational AI offering within 130 days of availability. Zeta also expanded beyond marketing through its Zeta Business Intelligence offering and partnerships with OpenAI, Snowflake, and Palantir.

Palantir Technologies is deepening its partnership with Rackspace to deliver governed AI stacks for highly regulated sectors including healthcare, finance, and energy. Zeta Global is integrating Palantir's Foundry platform and plans to migrate its entire Data Cloud client base onto Palantir's infrastructure. These moves position Palantir's software as core infrastructure for data sovereignty, compliance, and large-scale operational AI in commercial settings. Palantir's stock currently trades at $130.04, with a year-to-date decline of 22.5% and a 12.5% drop over the past year, though it has posted a 1.6% gain over the last 30 days.

Freedom Broker analyst Saken Ismailov initiated coverage of Zeta Global Holdings with a Buy rating and a target price of $28.50, implying upside potential of over 45%. The analyst cited the company's strategic positioning to benefit from an enterprise-level shift toward integrated, AI-backed marketing cloud solutions. Earlier, Bank of America Securities raised its target price for Zeta from $24 to $28, maintaining a Buy rating after the company announced a seven-year collaboration with Palantir Technologies. Zeta Global provides consumer intelligence and marketing automation software through its Zeta Marketing platform and Consumer Data Platform.

Zeta Global shares rose 4.7% after the marketing technology company announced strategic partnerships with Snowflake and Palantir Technologies to enhance its enterprise AI capabilities. The collaboration with Snowflake will use its Open Semantic Interchange to standardize marketing data and prevent inaccurate AI-driven insights, while the partnership with Palantir will rebuild Zeta's Data Cloud on Palantir's Foundry platform, a move analysts estimate could eventually add more than $100 million in annual revenue. Zeta's CTO noted the company is focused on customer outcomes over direct revenue growth from the OSI, but expects AI adoption to increase demand for AI-native platforms like Zeta's. The stock closed at $19.83, up 4.7% from the previous close.

Wedbush analyst Daniel Ives issued a bullish view on Palantir's new partnership with Zeta Global, calling it further proof that Palantir remains at the center of the enterprise AI buildout. The deal combines Palantir's Foundry platform with Zeta's Data Cloud and Athena conversational AI agent to create a unified data and AI platform for real-time decision making, customer intelligence, and agentic marketing. Ives said the partnership could set a new standard for data-driven marketing as security, governance, and compliance become critical for AI adoption. The collaboration is expected to generate more than $100 million in revenue for Zeta over several years, while underscoring Palantir's key role in enterprise AI that many investors still underestimate.

Gap has unveiled a major AI-driven initiative to modernize its marketing operations and enhance customer engagement across its brand portfolio. The company is collaborating with Google Cloud to build a unified, AI-ready data foundation that integrates customer and product intelligence, supporting faster personalization and continuous optimization. Gap is also working with Publicis Sapient to create a consumer-focused operating model powered by Google Cloud technologies including Agent Studio, Agent Engine, Gemini models, and image and video generation tools like Nano Banana and Veo. Additionally, a partnership with Zeta Global will deploy an AI-powered marketing stack centered on the Athena intelligence platform to coordinate audience targeting, creative development, and campaign activation. The initiative aims to deliver highly personalized customer experiences, strengthen owned marketing channels, and improve retention through a more agile and scalable growth platform.

U.S. stock futures fell sharply on Tuesday, with technology shares leading losses amid a broad sell-off in artificial intelligence and semiconductor stocks. SpaceX shares remained volatile, last up 1.4% in premarket trading after plunging 16.4% in the previous session following a cautious stance from KeyBanc citing valuation concerns. Nike slipped 1.4% after Evercore ISI downgraded the athletic apparel giant to In Line from Outperform and cut its price target to $46 from $57, pointing to a slower-than-expected turnaround and weaker fiscal 2027 revenue guidance. Zeta Global rose 5% after announcing a strategic partnership with Palantir Technologies to build a unified data and AI infrastructure for enterprise marketing, integrating Zeta's Data Cloud with Palantir's Foundry platform.