Zeta Global Holdings Corp To Acquire LiveIntent Transcript

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

Question: Ryan MacDonald - Needham & Company Inc. - Analyst : Hi, thanks for taking my questions, and congrats on the acquisition. Maybe to start, just really curious on maybe double-clicking on the enhanced functionality that LiveIntent is bringing to the mobile and the retail media side of the business. Obviously, big areas of focus at Zeta Live in terms of the product sessions but would love to just hear a little bit more what this is adding to Zeta that you previously didn't have and, again, how quickly you might be able to get that integrated in the product. Thanks.

Question: Ryan MacDonald - Needham & Company Inc. - Analyst : Super helpful color there. I appreciate it. It sounds extremely valuable. Maybe just a quick follow-up. You mentioned, obviously, you've been working with them for about five years as a partner. Can you talk about customer overlap between the two? Clearly, it's a natural cross-sell opportunity, but what's the existing overlap between the two customer bases? Thanks.

Question: Ryan MacDonald - Needham & Company Inc. - Analyst : Excellent. Thanks for taking my questions.

Question: Connor Passarella - Truist Securities - Analyst : Great. Good afternoon, team. Connor Passarella on for Terry. Thanks for taking the questions and also my congrats as well. I just wanted to start with one on the growth, specifically just wanted to double-click on what kind of (technical difficulty)?

Question: Connor Passarella - Truist Securities - Analyst : Hey, team, is this a little bit better? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 08, 2024 / 8:30PM, ZETA.N - Zeta Global Holdings Corp To Acquire LiveIntent

Question: Connor Passarella - Truist Securities - Analyst : That's great. Okay. Sorry about that.

Question: Connor Passarella - Truist Securities - Analyst : You got it. Yea. So I just wanted to kind of ask around the growth specifically. I just wanted to double-click on what kind of gives you all the confidence around being able to grow LiveIntent at a faster overall pace versus the core platform, if you kind of just speak to those aspects?

Question: Connor Passarella - Truist Securities - Analyst : Great. That's really helpful. Maybe just as a quick follow-up, just anything you can share on some of the pieces that you are inheriting from a resource and talent perspective, specifically on the go-to-market seller side and then as well within the engineering department. And thank you again.

Question: Connor Passarella - Truist Securities - Analyst : I agree.

Question: Elizabeth Porter - Morgan Stanley - Analyst : Great, thank you so much, and apologies for any background noise. The first question was if you could just give us some more details around the pricing model. How much is it volume versus description weighted? And then any color that you could provide on how the deal sizes look relative to your average deal size today?

Question: Elizabeth Porter - Morgan Stanley - Analyst : Great. Thank you. And then I wanted to unpack the customers a little bit. You're talking about a big cross-sell opportunity. Any sort of color you could give us on just the size of the customer base today?

Question: Elizabeth Porter - Morgan Stanley - Analyst : Okay. Thank you.

Question: Richard Baldry - Roth MKM - Analyst : Thanks. Can you talk about how LiveIntent does or doesn't work with agencies and how that will sort of change your strategy or add to your strategy in working with the agencies going forward?

Question: Richard Baldry - Roth MKM - Analyst : Thanks. And I assume you've already taken a pretty hard run at matching up their data graph to your own. I'm sort of curious, how completely overlapping is it? Is it somewhat incremental in expanding the total data graph addressed? And how quickly can you put in sort of their historical data, not just sort of run rate new data coming out, but historical data and match that up to your own? Thanks.

Question: Richard Baldry - Roth MKM - Analyst : Great. Thanks. Congrats on what looks like a really strong strategic fit.

Question: Matt Swanson - RBC Capital Markets - Analyst : Yeah. Thank you for taking my questions, and congratulations on the acquisition. I want to double-click on the publisher cloud and just kind of what your maybe intentions are in terms of the types of services and how you're going to help them increase kind of monetization and maybe where the delineation, I guess, would be between some traditional like SSP roles and what you're offering, or maybe in that question, what you'd be replacing when you enter a publisher.

Question: Matt Swanson - RBC Capital Markets - Analyst : Yeah, no, that's super helpful and exciting. Maybe there's kind of a natural follow-up to that then. I guess, how important is the ROI and ROAS reporting in going towards full stack to make sure both sides of publishers and advertisers know that you can support them both equally without conflicts? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 08, 2024 / 8:30PM, ZETA.N - Zeta Global Holdings Corp To Acquire LiveIntent

Question: Matt Swanson - RBC Capital Markets - Analyst : Appreciate it.

Question: Zach Cummins - B. Riley Securities - Analyst : Hi, good afternoon. Thanks for taking my questions. I really just had a quick question around the performance of LiveIntent this year. Any sense that you can give us around the pace of growth here in 2024 and kind of level set expectations for that acceleration moving forward?

Question: Zach Cummins - B. Riley Securities - Analyst : Understood. And just one follow-up question, maybe geared towards Matt. Just curious as to why you feel like this is the right time to be teaming up with Zeta and moving forward to combined forces?

Question: Zach Cummins - B. Riley Securities - Analyst : Understood. Well, thanks for taking my questions, and best of luck here moving forward.