DJ Hynes's questions to Zeta Global Holdings Corp (ZETA) leadership • Q2 2025
Question
Luke on for DJ Hynes of Canaccord Genuity asked which key performance indicators (KPIs) management is focused on adjusting to drive results. He also inquired about Zeta's partnership with and competitive view of Amazon's advertising business.
Answer
CFO Chris Greiner highlighted strong sales pipeline conversion and productivity, noting that recent sales cohorts have the highest pipeline value since 2022. He pointed to a higher direct revenue mix (75% vs. 67% YoY) as a key 'dial' that improved cost of revenue by 200 bps. CEO David Steinberg added that Zeta partners with Amazon in various ways, particularly in connected TV, and views them as an expanding channel partner rather than a competitor.