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    Jackson Nichols

    Research Analyst at KeyBanc Capital Markets

    Jackson Nichols is an Analyst at KeyBanc Capital Markets specializing in equity research, with a focus on technology and related sectors. He provides coverage on key publicly traded technology firms and his research supports institutional clients in both strategic insights and investment decisions. Nichols began his career in the financial industry prior to joining KeyBanc and maintains active professional credentials, including FINRA registration and the required securities licenses for research analysts. Leveraging a strong analytical background, his expertise is backed by a successful track record of equity analysis within the sector.

    Jackson Nichols's questions to Zeta Global Holdings (ZETA) leadership

    Jackson Nichols's questions to Zeta Global Holdings (ZETA) leadership • Q4 2024

    Question

    Jackson Nichols from KeyBanc Capital Markets, on for Jackson Ader, asked about the political revenue assumptions implied in the 2025 outlook and what portion of total revenue comes from the marketing cloud.

    Answer

    CFO Chris Greiner clarified the political revenue forecast for 2025: political candidate revenue is assumed to be zero, while advocacy revenue is modeled at $20-$25 million, a significant increase from $13 million in the previous off-cycle year of 2023. CEO David Steinberg addressed the second question by explaining that all of Zeta's revenue now flows through its single, integrated Zeta Marketing Platform.

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