Zeta Global: A Small but Promising AI Marketing Platform

Zeta Global Holdings (ZETA) is a small AI company that operates an AI-powered marketing platform to help businesses acquire and retain customers more effectively. The platform optimizes ad campaigns in real time and enhances workflows and customer support. Zeta has delivered 17 consecutive "beat and raise" quarters, with a 26% YoY revenue growth in Q3, and a forecast for a 21% increase in 2026. Its diverse clientele includes over 450 "scaled customers" and 180 "super scaled customers," with recurring revenues that scale over time. Zeta is getting closer to breakeven, with negative net margins in the low single digits, and has reported a positive net operating income in Q3.