Zeta Global Holdings Corp. (ZETA) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow Zeta Global Holdings Corp. ( ZETA ) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 4:45 PM EDT Company Participants David Steinberg - Co-Founder, Chairman of the Board & CEO Christopher Greiner - Chief Financial Officer Presentation Unknown Analyst All right. I think we are ready to get started. Thank you, David, Chris, for coming. I really appreciate you guys taking time out of your busy schedules to be here. David Steinberg Co-Founder, Chairman of the Board & CEO It's our pleasure to be here. Thank you. Question-and-Answer Session Unknown Analyst Yes. And with that, we can get right into it. So marketing was one of the first applications of the Zeta platform. You've increasingly talked about the company more as this intelligent AI infrastructure asset. How do you think about what Zeta can become over the next 5 years beyond the core Marketing Cloud? David Steinberg Co-Founder, Chairman of the Board & CEO That's a great question. Trying to keep my voice here. I've been talking -- you've had me talking since 8 a.m. this morning. When you think about the evolution of our business, you have to go back to some of its foundation. When we originally started the business, we started the business as a business intelligence company. We actually just focused on marketing because it was a $1 trillion TAM. And it's been a very, very positive thing for us. As we think about the evolution of our business, it really revolves around intelligence. We think there's going to be 2 types of software companies. There are going to be software companies that create intelligence and have proprietary assets, and then there are going to be workflow management tools that they're going to have problems in the future because you've got to be able to take data, create it, synthesize it and