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    Kathleen Alexis Keyser

    Research Analyst at Morgan Stanley

    Kathleen Alexis Keyser is an analyst at Morgan Stanley, specializing in equity research, though specific details about her title, coverage, and track record are unavailable based on public sources. Her career background and credentials, including professional licenses or previous experience at other firms, are not verifiable from currently accessible information. No conclusive data on her performance metrics, invested companies, or industry rankings could be found. Without definitive online profiles or industry records, further details about her achievements and recognition remain undisclosed.

    Kathleen Alexis Keyser's questions to Zeta Global Holdings (ZETA) leadership

    Kathleen Alexis Keyser's questions to Zeta Global Holdings (ZETA) leadership • Q4 2024

    Question

    Kathleen Alexis Keyser of Morgan Stanley, on for Elizabeth Porter, asked about Zeta's strategy to win in underpenetrated verticals like CPG and commerce against specialized competitors, and the key drivers behind the stable Net Revenue Retention (NRR) forecast.

    Answer

    CFO Chris Greiner stated Zeta's advantage in new verticals stems from providing unique, actionable data that competitors lack. CEO David Steinberg added that they are hiring vertically-focused salespeople to drive this expansion. Regarding NRR, Steinberg cited strong ARPU growth from agency holdcos and low customer churn as key factors supporting the 110-115% range. Greiner also pointed to cohort data showing consistent spending growth as customers mature on the platform.

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