Zeta Global Holdings Corp Q1 2022 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst : Congrats on a great Q1, guys. I wanted to touch on the new scaled customers and actually, the superscaled customers. It certainly seems like there's a lot of momentum there. When you look at these new customers, do you get the sense that more customers are making platform decisions and buying decisions for Zeta as a whole upfront as opposed to saying, "Hey, maybe I'll wait a year. Maybe I'll wait 2 years?" It certainly seems like there's a lot of momentum, but would love to get your perspective. And I'm curious if there's anything on the product side that you would attribute that strength to, whether it's the data cloud getting more advanced like you said or the headwinds from the market in terms of third-party data. Any color there would be helpful. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MAY 10, 2022 / 9:00PM, ZETA.N - Q1 2022 Zeta Global Holdings Corp Earnings Call

Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst : Perfect. No, that's very helpful. And then one more, if I can, on the Dun & Bradstreet partnership. I was just wondering if there's any update you can provide on the traction that you're seeing on the B2B side and with that partnership in particular.

Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst : Chris, you sit here today and you look at kind of how quickly direct revenue has scaled. Does it make you think like, hey, 20%-plus EBITDA margins in 2025 could be 25%? Or is it early to jump there? And maybe like, hey, these gross margin savings now are going to be kind of funneled into go-to-market efforts. How do you think about kind of how quickly that's transpired and how it feeds into long-term targets?

Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst : Yes. Yes. Okay. One of the questions I get a lot from folks who are doing work on the story for the first time is around Disqus, right? And obviously, it's an important part of the data asset that you're building. Can you give us any color on like operating metrics for that business? Is it growing? How do you take it to market? What do retention dynamics look like? I get it a lot, so I figured I'd give it to you, guys.