DJ Hynes's questions to Zeta Global Holdings (ZETA) leadership • Q2 2025
Question
Luke on for DJ Hynes inquired about the key operational 'dials' management is adjusting to drive performance and asked for Zeta's perspective on Amazon's advertising business as a partner or competitor.
Answer
CFO Chris Greiner highlighted improved sales productivity and a higher direct revenue mix (75%) as key dials driving strong margin performance and efficiency. CEO David Steinberg added that they partner with Amazon in numerous ways, particularly in Connected TV, and view them as an expanding channel and partner, not a competitor.