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    Kelly Valentini

    Research Analyst at Goldman Sachs

    Kelly Valentini is an analyst at Goldman Sachs, specializing in equity research and financial analysis. She is responsible for coverage across key sectors, delivering critical insights on a range of public companies with a proven track record in investment performance. Her career at Goldman Sachs began following prior analytical experience at other financial firms, bringing industry-recognized expertise and analytical rigor to her role. Valentini holds relevant securities licenses and professional credentials, affirming her qualifications as a trusted financial analyst.

    Kelly Valentini's questions to Zeta Global Holdings (ZETA) leadership

    Kelly Valentini's questions to Zeta Global Holdings (ZETA) leadership • Q4 2024

    Question

    Kelly Valentini asked how Zeta's wallet share expansion would be split between taking share from walled gardens versus other technology providers, and what assumptions for AI revenue growth are included in the 2025 and 2028 targets.

    Answer

    CEO David Steinberg clarified that Zeta partners with, rather than takes share from, walled gardens. He stated that market share gains come from last-generation marketing clouds and DSPs that lack native data and AI integration. CFO Chris Greiner explained that AI revenue is not broken out separately but is a key driver of consumption revenue, which accelerated to over 40% growth in 2024. Steinberg added that monetizing AI through increased platform consumption provides a better ROI for Zeta than charging separate fees, though some paid AI products are planned.

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