Zeta Global Holdings Corp. (ZETA) Discusses AI Strategy Evolution, Infrastructure Transformation, and Strategic Partnerships Transcript

Zeta Global Holdings Corp. ( ZETA ) Discusses AI Strategy Evolution, Infrastructure Transformation, and Strategic Partnerships July 6, 2026 4:30 PM EDT Company Participants David Steinberg - Co-Founder, Chairman of the Board & CEO Christopher Greiner - Chief Financial Officer Conference Call Participants Ronald Josey - Citigroup Inc., Research Division Presentation Ronald Josey Citigroup Inc., Research Division Hi, everyone. This is Ron Josey talking. I can't be on camera today for some technical reasons. But with us today, I've always liked to have with us David Steinberg, the Co-Founder and CEO of Zeta Global; and CFO, Chris Greiner. David, Chris have joined us, and we've got some very interesting conversation to hear as Zeta evolves more to an infrastructure AI platform. I believe everyone should have the disclosures on in front of them, if you don't already for me at least, please feel free to e-mail me directly or let me know. But David, Chris, thank you for joining. Always appreciate talking with you all. David Steinberg Co-Founder, Chairman of the Board & CEO Ron, thank you so much for having us. This is obviously very, very big news for us, and we were so glad that you had the availability to help us. Ronald Josey Citigroup Inc., Research Division So absolutely. And again, I wish I were on camera, but let me start off. I believe Zeta is in entering the quiet period, I can't really comment on 2Q trends. So no financial update today. And the goal of today is really just how Zeta is evolving into an infrastructure layer. So with that, David, obviously, we've had a lot of good track records of earnings, and we'll table that for a few weeks. But when we talk about what's going on at Zeta and when we all met really about 1.5 weeks ago in Cannes, it was about...