Callie Valenti

Callie Valenti asked about Zeta's strategy for building its Data Cloud, specifically how the company considers capturing data from new channels, such as those emerging from LLM interactions, through M&A or other means.

Answer

David Steinberg, Co-founder, Chairman, and CEO, affirmed Zeta's continuous focus on building its Data Cloud, which he believes is currently the best in the world, ingesting trillions of signals. He mentioned the rollout of Zeta's Generative Engine Optimization (GEO) platform, which helps clients feed their information into LLMs. This GEO product is strategic not only for client marketing but also for learning how LLMs operate and ingest information, enabling Zeta to capture insights from these new channels.

Callie Valenti inquired about Zeta's strategy for capturing data from new channels, particularly as consumers interact more with LLMs and that ecosystem matures, through M&A or other means.

Answer

David Steinberg, Co-founder, Chairman, and CEO, stated that Zeta's Data Cloud is robust, ingesting trillions of signals. He mentioned the rollout of their Generative Engine Optimization (GEO) platform, which helps clients feed information into LLMs and allows Zeta to learn how these models operate and ingest information, providing a means to capture insights from these new channels.

Callie Valenti from Goldman Sachs asked for more detail on the technical improvements to the casualty platform that are driving its success. She also questioned the level of conservatism in the full-year guidance given the strong Q2 performance.

Answer

CEO Githesh Ramamurthy detailed that the casualty platform was enhanced with a modern rules engine, simulation capabilities, and significantly improved analytics, which, along with new leadership, has driven momentum. CFO Brian Herb addressed the guidance, stating they feel confident in the second-half forecast, which is consistent with their prior view for the core business and already incorporates the timing of EvolutionIQ revenue and an assumed headwind from claims volume declines.