The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Congrats on the strong results here. And super helpful color with the Zeta 2025 and all the drivers there, Chris. So thanks for doing that. David, one
for you, just I want to ask about what kind of opportunities you're seeing with agency partners and how they may influence kind of your reach in
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Yes. Yes. It makes a ton of sense. And then maybe a follow-up. I don't know if it's better for you, David or Chris. But just thinking about the 2025
targets, I mean clearly, you kind of gave us the underpinnings that you can get there organically. But how do you think about M&A, maybe
turbocharging those efforts? I mean, historically, you guys have been pretty acquisitive. So would love to just kind of get like a high-level philosophy
on how you think about that.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
FEBRUARY 23, 2022 / 10:00PM, ZETA.N - Q4 2021 Zeta Global Holdings Corp Earnings Call
Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst
: Congrats on a great quarter, guys. I want to maybe tack on to DJ's earlier question around not necessarily M&A, but maybe how the product and
the Zeta platform looks like in 2025? Do you feel that you have all the pieces in place to get you to $1 billion? Or are we looking at pay additional
innovation, additional changes to the platform, not minor changes, but large structural changes that might be needed to get you there? Or do you
feel confident with what you have. And then Chris, a follow-up for you on the 2025 vision. Maybe just -- is there a linearity that we should assume
that 2022 CAGR is it going to be higher growth upfront and maybe closer to low 20s later on? How should we think about that?
Question: Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division - Analyst
: Perfect. That's very helpful, and I appreciate all the details in the slide deck, Chris. One quick follow-up, David, if I can. You mentioned third-party
is and obviously, there's been more changes in that broader ecosystem, especially with the Walled Gardens. I'm curious to what level that's coming
up in customer conversations as they reason to look to a platform like Zeta that's not reliant on any of those for marketing efficacy and customer
targeting.
|
